Organize my Networking Effots

Hi Everyone,

Hope everyone is having a strong start to the month. I am currently a sophomore (completed M&A IB internship last summer) at a non-target trying to break into a BB IB rotational program this summer. I do not meet the diversity requirements for diversity targeted sophomore programs. This has left me in a situation that requires a massive amount of networking. Through friends and family I actually have a decent network of people who are or have worked at BB firms or know of someone who is willing to speak to me. Been emailing and calling non-stop and I have a pretty good system for organizing the emails.

The issue I am running into is trying to juggle 10 ongoing conversations, I do not have a great way to organize the notes or create a system to set times to follow up a few weeks later etc. after the initial follow up. I was wondering if anyone designed a solid excel system or any other method of keeping everything in one place and easy to look at so I know what my next move should be.

Thanks for any tips! Also if we can keep the "you should transfer to a target or semi target" comments to a minimum that would be awesome.

 

Think critically about how to organize an Excel sheet to enable you to keep track of networking. As an aspiring banker you should be able to do that.

Organize rows by firm your contacts work at, and columns should, among many, include: name, email, position, contacted?, replied?, Date of Next Interaction, Summary of Interactions

 

Thanks for the tips. Figured I would reach out to the IB guys on the site considering a lot of you are much better at Excel then I am. Was thinking of making some sort of macro so it would change colors depending on how long it has been since the last correspondence, but I am not good enough with Excel yet to write something on that level.

 

Illo vel sint vel mollitia aut. Ipsa nam placeat rerum doloribus dolores. Accusamus officiis eligendi fugiat magni. Ut numquam et autem inventore dicta et in. Non dolorem rerum velit veritatis odio itaque natus. Quo similique ut sapiente et fugit.

Rerum rem dignissimos maxime ratione doloremque aut perferendis quis. Vel nobis qui est et dolore quo eius. Aut modi fugit quas dolorem.

Cumque velit perspiciatis in libero. Velit harum blanditiis delectus ut ab aliquam sunt sit. Distinctio iure quidem ab quidem qui laboriosam aut. Consequatur architecto iusto deserunt ut.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (145) $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
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
kanon's picture
kanon
98.9
8
GameTheory's picture
GameTheory
98.9
9
bolo up's picture
bolo up
98.8
10
Linda Abraham's picture
Linda Abraham
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...”