How to be the Best Analyst

Here are a few I don’t see mentioned too often on here, in no particular order:

• Practice Outlook shortcuts/functionality including scheduling meetings, creating/forwarding/replying (all) to messages, setting inbox rules, sorting emails, checking names, flagging, drive hyperlinks, attaching files, creating tasks/reminders, etc.

• Spend time learning what CIQ/FactSet customizable shortcuts exist, through a school-subsidized account if possible

• Learn file explorer shortcuts, including entering/returning to folders, searching folders, creating/naming folders, cutting files to move to archive folders, how to copy the drive location, etc. (these need to be second nature)

• General, but slightly less-used shortcuts across windows/Microsoft/search engines/pdf/Skype such as F12/Ctrl+shift+s for save as, alt+fepa to save as pdf, f6 to cycle through page sections (sort of like tab), win+e to open the file explorer, win+1-9 to open a new/existing application, Ctrl+e to enter address bar in a browser, ctrl+shift+t to revive a recently closed browser tab, win+shift+o to open an incoming Skype message, etc.

• Practice applying logical progression in everyday life, e.g. if your message says “Attached please find files 1, 2, & 3” then attach your files in that order with PDFs first and backups second, list email recipients by seniority or subdivided by group & seniority

• Develop an affinity for healthier, lighter meals that will keep you sharp throughout the day, and reduce your use of all caffeine/stimulants a month prior to starting to give yourself optionality when you need a boost

• Practice deciphering hieroglyphics/your grandma’s cursive for the inevitably illegible markups on your decks