Quick question: How many years of experience at a Big 4 (in deals or valuations) is typically expected or recommended before making a serious move to a top investment bank like J.P. Morgan or Morgan Stanley?
Assuming I can secure strong referrals from people currently at the bank, does making the move after 2–3 years make sense?
Yes, moving to a bulge bracket bank like J.P. Morgan or Morgan Stanley after few years at a Big 4 makes complete sense!
But what is the recommended number of years before applying to bulge bracket? Hear me out -
The key isn’t just the number of years but the quality, size, and number of deals you’ve worked on and CLOSED.
If you’ve gained solid exposure to high-profile transactions with multiple closed deals on your CV that you have extensively worked on, built strong technical skills, and can demonstrate your value—especially with strong referrals backing you—you’re in a great position to make the jump.
Bulge brackets often value Big 4 candidates with direct deal experience, so if you’ve been involved in meaningful valuations or M&A work, you’re well-aligned for the move. Go for it!
Hi There!
Making the move from a Big 4 deals or valuations team to a bulge bracket bank is quite feasible, and 2 to 3 years of experience is often an ideal window. At that stage, you’ve likely gained solid exposure to financial modeling, client interaction, and perhaps even some transaction execution, which aligns well with what banks look for in lateral hires. Waiting much longer can make it harder to enter at the Analyst or Associate level without an MBA or additional transition step.
If you have strong referrals from within the bank and can clearly demonstrate technical proficiency along with a strong understanding of deal processes, you’re in a solid position.
Banks often value candidates who bring a mix of analytical discipline and commercial awareness, especially those who are ready to hit the ground running. Timing your move while you’re still early enough in your career gives you flexibility to grow within the firm and eventually align with the long-term banking track.
Hey, Gauri already nailed the main points! Just to add a bit from my side:
It’s true that quality > quantity when it comes to years at Big 4. But also, don’t underestimate how much your networking and interview prep matter, even with referrals, being able to clearly articulate your deal experience and technical skills is crucial.
Also, timing-wise, 2–3 years is generally a sweet spot because by then you’ve had enough exposure but aren’t too far in your Big 4 career to raise questions about commitment.
One extra tip: try to get comfortable with investment banking-specific modeling and valuation frameworks if you haven’t already. That can help you stand out in interviews and show you’re ready for the bulge bracket environment.
Hope that helps! ☺️
