Goals to have as a first year Investment Banking Analyst

Hey monkeys,

Long time lurker, first time poster. Just wanted to say that this forum helped me land this position and I'm extremely grateful for all the (golden) insight on here.

My question is this: What are some reasonable and appropriate goals to have as a first-year analyst? I haven't seen this question answered anywhere on the forum and was curious what experienced industry guys have to say about this. To give you a background I joined this first as an off-cycle hire coming from a Big 4 Audit firm. I've learned as much as possible outside of work in order to land this role and just want to get an idea of what expectations I should set for myself. These are my own personal goals and not a part of a formal firm structure if that assists.

Thanks again

3 Comments
 

Probably varies based on bank and team structure but quick things that come to mind:

  1. Not just making sure work is flawless, but predicting specific MD preferences
  2. Understanding all models you work with inside and out
  3. Creating flexible formulas
  4. Some would argue all revenue, EBITDA, other key info for all relevant periods should be memorized
  5. Making sure EAs, admins, other people around you actually like you
 

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