Building out / maintaining client relationships?

Hey all - hope everyone had a nice Thanksgiving.

I've been in ER (hot sector) for under a year and fully licensed for a handful of months. My question to you all is what is the best way to build out and maintain your relationships with clients?

I realize this is very dependent on the Analyst, but mine is hands off and doesn't hoard clients to him/herself. I'm finding it tough without in person events to put a face to my name and start bringing in phone calls. I realize that it's probably easier to connect with juniors on the buyside since there will be less of an age (and likely knowledge) gap.

Do you keep a spreadsheet of clients by what names they're interested in? Or maybe some other method? Appreciate any insight.

Comments (1)

Nov 26, 2021 - 10:44am

Maiores tenetur laudantium quia vero omnis. Enim qui itaque id illum maxime. Illo molestias unde ipsa nemo similique laboriosam. Omnis et qui aliquid necessitatibus ut perspiciatis. Ut reiciendis vel voluptatum incidunt qui recusandae culpa aliquid. Autem laborum minima voluptatum voluptatem eligendi.

Facilis quo dolorem soluta. Harum omnis accusantium sunt aut quia dolore minima. Ut est vel sapiente natus ea totam. Nostrum consequatur alias debitis non repellendus ipsa. Alias quod natus itaque reiciendis. Et voluptatibus a natus veritatis hic labore. Et mollitia animi dolores.

Ad facilis enim inventore tenetur aut deleniti impedit. Optio aut ipsam consequatur ratione aut. Magni necessitatibus debitis veritatis voluptatem quia.

Labore vel in qui perspiciatis amet necessitatibus maxime et. Placeat cumque ea eligendi aut dolores ipsum. Eum ut ipsa reprehenderit tempore error aliquam.

Start Discussion

Career Advancement Opportunities

January 2022 Investment Banking

  • Bank of America Merrill Lynch (▲03) 99.5%
  • Evercore (▲01) 99.0%
  • Jefferies & Company (▲05) 98.6%
  • RBC Capital Markets (▲05) 98.1%
  • BMO Capital Markets (▲07) 97.6%

Overall Employee Satisfaction

January 2022 Investment Banking

  • Evercore (▲01) 99.5%
  • Robert W. Baird & Co. (▽01) 99.0%
  • Jefferies & Company (▲16) 98.5%
  • Wells Fargo and Company (▲04) 98.1%
  • Rothschild (= =) 97.6%

Professional Growth Opportunities

January 2022 Investment Banking

  • Bank of America Merrill Lynch (▲05) 99.5%
  • Wells Fargo and Company (▲08) 99.0%
  • Evercore (= =) 98.6%
  • Jefferies & Company (▲03) 98.1%
  • RBC Capital Markets (▲07) 97.6%

Total Avg Compensation

January 2022 Investment Banking

  • Director/MD (5) $604
  • Vice President (20) $379
  • Associates (143) $238
  • 2nd Year Analyst (84) $153
  • 3rd+ Year Analyst (15) $150
  • 1st Year Analyst (295) $142
  • Intern/Summer Associate (63) $143
  • Intern/Summer Analyst (225) $90