Investment Banking Tips and Tricks
Incoming first year analyst interested in learning more tips and tricks of the trade. Specifically talking about tips/tricks that help with increasing efficiency / minimizing stupid mistakes. Here are some I came across:
- Putting something like "xxx" in the BCC field so the message can't send until removed it when drafting emails
- Fully utilize firm/vendor resources (ex: graphics team, VDR provider building out dataroom folders, etc.)
- Print and check your work
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