Comments (3)

Jan 7, 2022 - 1:07pm

Check out the monthly Q&A bubbles on my Instagram profile as well, but here are some: 

  • Be online before your team and sign off after your team (first in last out)

  • Be visible by cc'ing your team on work deliverables

  • Add value in many ways (send over notes, help create calendar invites, and take over as many low value tasks as possible)

  • Conform to your team's report and model format

  • Product deliverables that are as final products are possible

Most Helpful
Jan 7, 2022 - 3:07pm

1) Figure out your process for compartmentalizing and remembering information. While you're not expected to have everything memorized in the beginning, learning how to remember the minutiae is a very valuable skill for the job. Being able to remember changes in guidance and when something was said will make you a rockstar. 
2) Seems easy but figure out how to take good notes and learn your analyst's network drive like the back of your hand. Being able to source a piece of information quickly is valuable and being the behind the scenes source for nits your analyst may forget on a client call will serve you well. Be incredibly organized and attentive to detail. 
3) Pass all your licensing exams on the first try. Not that challenging and will make life easier when you can be a full resource to your team. 
4) Be thirsty to learn and have a great attitude. Even if something is boring as shit, there's usually a reason why you're doing it and eventually, you'll understand why. Spending your first year as the data guy is critical for understanding your sector's accounting, key KPIs, and any emerging trends that could be occurring. 
5) Make friends with everyone. Other associates are your lifeline when it comes to midnight crashes on your publishing software and generally make a more isolated job more social. 

Jan 7, 2022 - 3:12pm

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