Congratulations on your new role! Here are some tips to help you stand out as an analyst based on insights from Wall Street Oasis:

  1. Master the Tools: Familiarize yourself with all the necessary financial tools and software like CIQ, FactSet, and Excel. Knowing the shortcuts and functionalities can significantly boost your efficiency.

  2. Attention to Detail: This is crucial. Always double-check your work for accuracy. Small mistakes can undermine your credibility.

  3. Proactive Learning: Don’t just stick to your assigned tasks. Try to learn about other sectors or industries. This broadens your understanding and makes you a more versatile analyst.

  4. Networking: Build strong relationships with your peers and superiors. Networking within your firm can open up more opportunities and provide essential support.

  5. Effective Communication: Develop your communication skills, both written and verbal. Being able to articulate your analysis clearly and concisely is key.

  6. Ask for Feedback: Regularly seek feedback on your performance. This shows your eagerness to improve and learn.

  7. Stay Organized: Keep track of your tasks and deadlines. Being organized will help you manage your workload and stress levels more effectively.

  8. Be a Team Player: Collaborate well with others. Being helpful and cooperative with your colleagues will make you a valued team member.

By focusing on these areas, you can make a positive impression and excel in your new role as an analyst.

Sources: https://www.wallstreetoasis.com/forum/equity-research/advice-for-equity-research-associates-part-i?customgpt=1, Some Observations from an MD, Q&A: Emerging markets investment analyst, Three Things You Didn't Know About Becoming A Rock-Star Analyst, Ask an experienced senior analyst anything

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Qui iure blanditiis et voluptate ab. Perferendis sit ea occaecati ut assumenda odio.

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (92) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (148) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
kanon's picture
kanon
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
numi's picture
numi
98.8
10
DrApeman's picture
DrApeman
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”