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For those of you out there who have been group staffer, how do you keep track of deals / pitches / projects that analysts are working on, and gauge bandwidth? Are there any tech tools you use (have seen it integrated into DealCloud before) or do most of you track in excel, with a dashboard to circulate to MDs? Current system is a huge, manual hassle, and looking for ways to streamline. Thanks!

6,206 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '24 Oct 2026 Cohort

5.00/5

Investment Banking LinkedIn Review

“I wanted to share some feedback on my sessions with Andre. Andre has deep knowledge of investment banking, and he approaches every topic very strategically. His guidance while I was preparing my interview stories was especially valuable. One thing that stood out was that even a week after our previous session, Andre remembered me and everything I had shared about my background and goals. That meant a lot to me and made our sessions much more productive. He is also very direct. He tells me clearly what works and what doesn’t, which is exactly the kind of feedback I need. At the same time, he is funny and witty, so working with him is a lot of fun. Our sessions almost always run longer than scheduled, because Andre makes sure we cover everything properly before we wrap up. He is very dedicated and very patient, and I really appreciate the time and effort he puts in. I leave every session with Andre feeling clearer and more confident about my preparation. Thank you, Andre.”

Canadian University Dubai

Class of '30 Sep 2026 Cohort

5.00/5

Investment Banking Why [Industry] Review

“Amandine is a really helpful mentor for my situation as it was really easy reaching out to her via WSO and scheduling a session and her advise was really helpful and i'd love to learn more from her experience as she's very experienced and very kind and has wide market understanding and is very nice .”

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+160	UBS Tech layoff	52	1d
+153	Analyst: Why is UBS IB doing worse than peers?, UBS CFO: No Comment	24	11h
+146	UBS’s M&A BANKERS ARE DOING TERRIBLY. $200M EXTRA IS BEING CUT	31	14h
+73	Leaked Interview Questions to Recruiting Services	39	4m
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+58	How do YOU manage networking requests?	17	19h
+37	Quitting After First 4 months	12	1d
+34	MBB Pay Raises	26	1d
+19	Rothschild UK - Mining & Healthcare 2026	5	3d
+19	Career Crossroads	2	2d

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	DrApeman	98.9
6	dosk17	98.9
7	GameTheory	98.9
8	CompBanker	98.9
9	Betsy Massar	98.9
10	Mimbs	98.8

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