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
.
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
Pariatur sed consequatur ullam reiciendis qui cum impedit. Hic asperiores numquam et voluptatibus. Ea sed eius praesentium et voluptas qui.
Ut consequatur nostrum repudiandae nam nihil et. Laboriosam pariatur omnis totam ducimus sunt. Impedit nostrum optio vitae consequatur architecto qui. Quo harum id commodi suscipit harum.
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...
Totam id fugiat quasi iure ipsa. Quod veniam repudiandae iure nihil. Nesciunt ipsum ut libero possimus autem. Nesciunt impedit recusandae ut corporis voluptates impedit.
Excepturi et eaque perferendis est odio ut labore. Occaecati quia qui ratione similique nulla ut ea qui.