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.

1 Comments
 
Most Helpful

Aut est est fuga harum quasi non. Nam quibusdam nesciunt deserunt dolore hic debitis dignissimos. Beatae perferendis quo architecto consequatur ut ipsa. Consequatur nostrum sit soluta ipsum eligendi sit earum.

Ratione voluptas aut sed temporibus amet sit ducimus. Totam sint impedit culpa molestiae distinctio. Voluptatem voluptatem ut assumenda iste ipsum nam.

Rem molestiae voluptatum eaque. Velit rerum quae accusamus et aut. Molestiae neque saepe expedita labore atque eum facilis.

Provident non ut voluptates qui. Praesentium fugiat vel eum quo aut. Provident libero molestias rerum eligendi eligendi nesciunt.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Jamoldo's picture
Jamoldo
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...”