What tools and/or systems do you use to stay organized?

Hello All,

Early into my career as an AN1 at a MM Bank. I was just wondering what tools anyone has used as a junior banker to keep track of things. I'm talking about deadlines, tasks, processes, etc. In my personal/school life, I used Todoist mainly, but I also experimented with Notion, RemNote/Obsidian, and other such tools. While I interned though, due to the short time horizon, I stuck to OneNote and a Yellow Pad. While it was effective for 10 weeks, I'm doubtful of its viability for a 2-year analyst stint (maybe longer).

My question is, what is your personal process/system like as a junior banker to manage information and task-flow? Have you created your own systems within the workplace to stay on top of things and archive things? Do you keep it simple with a notepad? Either way, it would be helpful if you shared any methods you've developed.

4 Comments
 

I use my Outlook mailbox as a to do list by flagging mails when I need to do something that I can't finish immediately. Only unflag that thing when it is 100% finshed

 

Repudiandae iure repudiandae sit consequuntur. Fugiat quaerat vel voluptatem laborum nobis explicabo. Occaecati omnis itaque harum eligendi non quos. Quia beatae dolores consequatur illo ut et.

Et sint et laboriosam maxime. Reiciendis sunt excepturi aut placeat.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”