How do you guys keep track of MBAs in the Summer Associate recruiting process?

Curious - with each alumni team speaking with 60+ MBA students multiple times, how do you guys keep track of folks in the Investment Banking Summer Associate recruiting process? Is there just a giant excel with each kid's name and notes next to it? Would love to hear what goes on the other end - seems like there are informal discussions between bankers on who to cut or who to continue speaking to

5,951 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '29 Sep 2026 Cohort

5.00/5

Investment Banking Other

“Easily the most helpful mentor and favorite person I have worked with by far. Was extremely responsive in the slack messaging, working around me, asked for some of my past materials so that he could prepare beforehand, and during the call, really helped walk through everything I was struggling with. Ultimately, came out of the call significantly more prepared and confident then beforehand. Michael was an overall excellent head mentor, and I am super excited to work with him in the future as well. ”

Class of '29 Apr 2026 Cohort

4.63/5

Investment Banking Mock Interview

“he did really good. he was very thoughtful and we worked through a question then feedback format as it was my first mock. I really enjoyed talking to him as he was very knowledgable and, as it was my first mock we sort of were understanding how it really flows. But for some topics that i struggled on, he knew how to tailor it in a way that I could understand and ultimately made me more knowledgable overall. I guess sometimes he wasn't as engaged with my answers but still took notes which was nice of him”

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Murrayhilltrooper

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Authored by: Certified Investment Banking Professional - 2nd Year AssociateCertified Investment Banking Pro

Murrayhilltrooper

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Authored by: Certified Investment Banking Professional - 2nd Year AssociateCertified Investment Banking Pro

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How do you guys keep track of MBAs in the Summer Associate recruiting process?

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How do you guys keep track of MBAs in the Summer Associate recruiting process?

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