Academic Year Full Internship Secured– How to maximize my IB Skills?!

So I've secured a 2021 summer internship at a top BB group and will be taking a gap year in order to graduate at the right time (formerly class of 2021). I've also luckily secured a paid investment banking internship with a small M&A boutique that I can extend through the entire school year should I work well with the group. Since I'm a liberal arts major, I want to really take this year to learn all the hard skills that will make me an extremely successful summer analyst and subsequent full time analyst. (I also plan to exit to UMM PE after 2 analyst years) I'd imagine I'd do mostly administrative stuff for awhile at this boutique firm since we're all still remote so I really want to be productive with my time.

I know what a summer analyst should know about running comps and DCFs in theory, but have never executed any formal excel modeling on my own. Just got my hands on a PC for my WFH stint and excited to figure out all the efficient ways to do things.

I would like advice on how to teach myself full M&A models, DCFs, Comps, pitchbook making shortcuts, and of course anything regarding PE preparation (not interviewing stuff, but more conceptually on how to think like an investor). Thanks so much in advance–WSO has been a great source of info for me this far and more than willing to share follow up info if that's helpful.

8 Comments
 

Are you in a specific coverage group/does the shop focus on particular sectors? I’m starting FT next summer and have been working on modeling specific to Healthcare, as every industry as some unique drivers and considerations. WSP has some good intro stuff that you can draw from to build your own from scratch, and with your year-long internship you should have access to a bunch of good data sites from which you can spread companies. Biggest thing for me this past summer was getting up to speed on shortcuts and pulling information from company websites and data sites. I figure that if you can work efficiently in Excel and PowerPoint then learning the ins and outs of modeling will be the easy part. Best of luck!

 

Thanks a lot! I appreciate it. Really helpful and I'll check out G2 :).

​​​Another question, if you don't mind... I think you applied for your BB internship Junior Spring instead of Sophomore Spring, hence why you're now taking a gap year to graduate at the appropriate time. I'm curious if you applied Sophomore Spring too and then reapplied Junior Spring. If so, was it to re-recruit after not getting the offer you wanted? I'm a rising sophomore and considering this if Covid messes with summer 2022 recruiting. Also, did you apply as a class of 2022 (to indicate you were going to take a gap year)

thanks again!

 

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