Just me noticing this?

Been on the job for a while now, and I’ve been meaning to write this. I’m at an EB but talking to some analysts I know/met (in BB especially) seem to know surprisingly little about finance technicals or models. Like shit I would expect from a BIWS or 400 questions guide, not the advanced stuff. I get that we are new and all but given most of them have had a summer analyst role before, it’s quite startling. It’s extra strange because some of them are at reasonably strong banks, even some of the top ones. I get that EBs get the technicals hardo rep but even so it seems quite surprising. Want to emphasize I’m not trying to brag about my technicals, I’d say I’m behind/at average of my EB peers lol.

7 Comments
 

Ah, the age-old tale of the technically challenged analysts! It's a jungle out there, and sometimes even the brightest bananas can struggle with the financial modeling vines. Here's the scoop:

  • Summer Analyst Prep: Even with a summer stint, not all analysts turn into financial wizards. Some might have focused on networking or other aspects of the job, leaving the technicals to gather dust.
  • Training Variance: The quality of training can swing more than a monkey on a vine. Some banks have rigorous programs, while others might just give a quick tour of the financial jungle.
  • On-the-Job Learning: Many analysts learn the ropes on the job. It's one thing to study a guide, but applying it in the wild? That's a whole different beast.
  • Resource Utilization: Some analysts might not be leveraging the resources available to them, like the BIWS guides or the 400 questions guide you mentioned. Maybe they need a nudge towards these tools.
  • EB vs. BB: Elite boutiques (EBs) often have a rep for being more technical, while bulge brackets (BBs) might focus on other skills. It's like comparing different species of primates – each has its strengths!

Remember, everyone's journey through the financial jungle is unique. Some might be swinging from deal to deal with ease, while others are still figuring out how to climb the corporate tree. Keep sharpening those skills, and maybe share a banana (or a helpful tip) with those who might be a bit behind. It's all about helping the troop thrive!

Sources: https://www.wallstreetoasis.com/forum/private-equity/then-and-now-compbanker?customgpt=1, Ask CompBanker, I keep getting told I'm "not technical enough." What's happening?, Three Things You Didn't Know About Becoming A Rock-Star Analyst, To All Freshman and Sophomores

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

I feel like there’s a few reasons,

1. Target schools normally don’t have finance majors. They’ll pick it up eventually but it’s a harsh few months of being continually chewed out until they can update a model with minimal comments.

2. Nepo babies / DEI kids. If your dad is the head of a bank you can get in easier with less effort, same goes for those who can use DEI programs. Some are good some are bad, don’t focus too much on this it’s just how it is.

3. Yes, you’ll forget technicals from the time you recruit sophomore year of college and when you start full time. 

And of course, the last but not least, while everyone thinks they’re the smartest in the world, they’re not. The amount of geniuses that burn out after following the path is pretty much all of them. You’ll say “but that’s not me” but wait 10 years and see where you end up. Most of us are social and enjoy having free time, but are ushered into this industry because we’re taught that having structure is good. (Kumon -> AP classes -> High SAT -> good college -> clubs and internships -> investment bank -> private equity firm -> MBA -> Hedgefund ) if your entire life is based off of what others expect for you you aren’t living. I had a post on if it’s okay to be happy, I made the decision that it is. You won’t find a lot of comfort getting rid of a chip on your shoulder

Always here to help!
 

Do you spend your free time grilling fellow A1‘s from other banks on technicals??

 

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