Starting M&A analyst, info to save alongside?
Just started as analyst of a major european bank in london office and want to know what kind of information should I save on when working on deals?
What else do you think you should have done in the analyst programme? I am trying to connect with as many analyst as possible (all over EU). Need more tips please!
You mean what info should you heard for your own personal library? Which is most likely illegal, against firm policy and against confidentiality agreements. I'd save anything you feel you can get value out of. I have generally saved all models, model template, template manuals, presentation decks, offering circulars, company models, etc...
Its funny though, because I dont think I've ever looked at any of these models again, but for some reason I hoard all my deal materials as if its some invaluable reference resource.
I'd imagine that it would be valuable to keep offering memorandums and other documentation to help you remember key aspects of the deals you worked on. If they come up at a future job or you're interviewing, you'll want to have material that will refresh your memory.
As compBanker said, IMs are useful for future interviews (much more than models). I would also suggest keeping a personal deal sheet on your home pc. When a deal closes or dies you write up exactly what your contribution was which is even more helpful for interviews. It takes discipline to do this, but it is worth it.
Omnis delectus minima aperiam aut facilis. Inventore placeat ut accusantium quis harum aperiam laudantium. Esse nisi occaecati et nemo.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...