The Intern Starter Pack
With all the interns starting soon, I thought I’d share a list of some of the most helpful resources I’ve used as a banker. Listing some free and paid tools (hopefully your firm pays for them haha). Would’ve been helpful for me to reference when I started out in banking.
- Company Research: Alphasense - incredibly useful with very well implemented AI functionality
- Linking to Filings: BamSEC - just works better
- Pulling Icons: the Noun Project - easy to find with good search function. (Hack is to download as SVG then ungroup :)
- SOFR: Pensford
- Pulling Logos: Logo Analyst is a good free tool if your firm doesn’t pay for anything (my firm unfortunately)
- Anything VC Related: PitchBook - a lot of people have it free through school
- Random Productivity Tools: Microsoft PowerToys has a bunch of little helpful tools for grabbing colors, finding mouse, etc which are helpful
- Screenshots: hopefully you already know how to use Windows+Shift+S - if not, you might be in the wrong profession
This list is non-comprehensive - please add to it.
bump
Thanks! I saw this. You can delete this now.
😂😂
i'd add that if you have factset or macabacus, it's probably worth taking a day or two in training and just figuring out what all the functions are bc they'll save you a ton of time in pptx and excel
This is very true
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Memorise some BBG terminal shortcuts if buy-side / ER / S&T
makes sense for those positions but for general ib interns, probably will open BBG 1x-2x over the entire summer tbh
FA - company financials, ratios, etc
GP - price graph
DDIS - debt profile (bonds, RC, TLs)
CN - company news, very helpful for cap markets activities iykyk
EE - earnings estimates / concensus
YAS - bond yields
QR - live quotes
Has anyone figured CapIQ x Claude yet? Cant seem to connect it
Gotta look into the connectors on claude
Alphasense fucks
Cap IQ pro has some useful downloadable templates for models & other needs.
Not Chatham for SOFR?
Think its logo intern not logo analyst. thanks for resources
They are canceling/deleting free accts on logo intern in the next month :,(, which is why I put logo analyst on.
Logo intern just got clipped 💔💔 absolutely devastating
if bank doesn’t have bamsec you can use standalone factset in browser similarly instead of launching the full workstation. lags a lot less
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