I am sole Analyst on all my deals and have 4 different CIMs going to market at the same time this Autumn.
Anyone have any advice how to maintain quality and manage my time here? Our CIMs are usually crazy detailed and often 100-150 pages.
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Burn out the interns before they leave
If you can't lateral - push down work to any interns you have and fight for proper resources on your deals, sounds like you're getting crushed because you are very solid so you'll need to leverage
If you seniors are good (they can CLOSE and they recognize your work) and these four deals close + pool is good you are about to have one of the best junior bonuses on Wall Street. If you can get through all four
Use AI for the market research pieces and have it create master excel templates where possible. Was in a similar boat (not 4 CIMs at once tho, good grief) a little bit ago
sounds like claude can help with a lot of that?
with four books moving at once, sloppy file management will sink you fast. get the system right before the volume hits and this whole stretch gets a lot more survivable.
one person holds the live version of each book, and that's you. nobody else saves over the master. if a VP or a banker wants to mark something up, they get a copy and it comes back to you to incorporate.
version up on every single save. V9 becomes V10 becomes V11, and you never overwrite the prior one. it feels obsessive, but with four books going you want to be able to walk any book back to an earlier state without guessing.
seniors get genuinely pissed when their comments get lost. label every version — commented or incorporated — so it's always clear which markup got picked up and which is still live. if you don't, somebody's edits quietly vanish at 2am and it's on you.
if you're also the one setting how each book is laid out, get broad sign-off on the skeleton before you go into the fine detail. agreeing the section flow up front saves you from re-cutting 100 pages after a late markup. a fair amount of that call may sit above you as the analyst, so push for it early and then build to whatever the seniors land on.
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