Hello all,
Trying to develop a "best practices" checklist for work product submission for analysts. What I've come up with thus far is, well, generic and flat. Things such as "double check your work," and "print it out," are pretty useless. I think there's got to be some insight out here of analysts, associates, VPs+ that have preferences.
Would love to prune the trees here for some good ideas. Some things that made you successful as an analyst in yesteryear (or now!) is relevant and helpful.
If you want to get specific by work-product, even better. Spreading Comps, Models, Pitchbooks, CIMs, etc... this is super open-ended.
Thanks in advance to all who submit.
Kind of broad, but here are some things I look at....
1) Spell check (in Word, PPT or Excel). 2) Print and read everything. 3) Does the balance sheet balance? 4) Does the P&L tie to the accountant reviewed statements? 5) Do the charts have axis labels? 6) Do the charts have a source? 7) Does the total debt / EBITDA make sense? 8) Does the fixed charge coverage ratio make sense?
Footnotes (1) vs (a) Double spaces Font size Font type Consistent definitions eg entire company name or not
Are the multiplies listed throughout consistent/do they tie to charts
These are all great. They are solid, especially when it comes to pitch materials. A lot of errors on the charts... Again, I think what makes it hard for some is the volume, not so much the actual content being produced.
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