Things to automate in IB
What are things you can automate in IB? I know my firm has a template that you type in tickers in excel and it makes a stock chart, what other things have your firms done?
Trending Content - Investment Banking Forum
| +273 | UBS Tech MD hires Son (from no-name college) as an Intern | 49 | 6h |
| +166 | WTF IS THIS COMPETITON | 59 | 20h |
| +121 | Is banking in the south more sustainable? | 29 | 1h |
| +97 | The Intern Starter Pack | 16 | 9h |
| +76 | Current State of the League Tables | 28 | 1d |
| +55 | [Official] 2026 IB Analyst Bonus Megathread (with 2025 Consolidated Pay and Perks/Benefits) | 9 | 20h |
| +49 | Perella Weinberg to Cut 10% of Workforce, Including Partners | 31 | 1d |
| +40 | UBS Groups Ranked by Future Outlook | 20 | 1d |
| +32 | PWP Layoffs????? | 18 | 3d |
| +31 | UVA McIntire vs Cornell Dyson for IB | 18 | 11h |
Career Resources
is your firm in 1998?
My firm has a device where you can talk to people who are far away from you. You need to have a specific number to reach a specific person and they also need one of these devices. So quite a complicated system but much more efficient than sending a telegram.
IB really is a dying industry
No disrespect but it sounds like you probably haven't been in the seat long enough to know weather or not analyses are even automated.
Im very doubtful a legit investment bank doesn't have automated data pulls via FactSet, CIQ, SNL or BBG
I've never seen a manual rain.
Nah we have that, but we have excel for a chart for any multiple that you can group tickers together. For example TWTr, FB and call it Social Media or whatever
In VC we don't have any software that automatically highlights changes in a data room. Data room is auto-synced with the company/us, but the details why/which files were updated are not clear.
there are normally up to 20 folders and several hundred files in total.
maybe there is a software add-on we don't have installed or we don't pay for? who knows.
What data room provider do you use? Most have this feature or you can switch to a better provider
our companies and we mostly use MSFT Share Point, capterra, one Asian subsidiary is on SAP and, if the company is really small, Google drive (which we then manually copy/paste).
We built Grabsheet (grabsheet (dot) com), where you can screenshot a table (or you can upload up to 50 at once!) and convert just that into Excel while you work on other things. You can save yourself from the data entry, and focus on setting up your spreadsheet or anything else. Grabsheet is secure, unlike some of the other free PDF converters, in that we give users control over how their data is used; we never collect data that you do not want us to.
Why not just use the alt key and copy and paste?
Why the MS on this lol. Yeah they're promoting their product but at least they're not hiding it like we've seen on here in the past
>not just having an Adobe Pro account
Ngmi
Contact logs. Chit is dumb as phuck
Pretty sure salesforce can do this
Got a tool that renames CIP PDFs in a folder to make a vbuyer for each buyer. Have another tool that will pdf and protect each cip based off of the name of the cip. Can do 150 cips in 10 minutes rather than take a few hours... don’t tell my VP.
Whats the name of it? Is it able to change the watermarking?
need the name of this 🙏🏽
Have a PDF script that renames and watermarks PDFs fully automatically. One script ran through an excel file.
Harambe?
Python? If so what library
you can automate the emails of "where are we with the model? footnote alignment looks off. pls fix." from your superiors
Have heard some banks are exploring the use of automation software such as UiPath for certain time-intensive analyst processes such as industry news pulls / file naming and duplication for broadly marketed process materials (teaser, NDA,CIM). The concept of automating mundane and onerous tasks is certainly becoming more on the radar for management organizations as the technology becomes available.
Bump
Ullam qui sed ex veritatis eveniet voluptatem dolor. Cumque molestiae nostrum quos ut eaque. Quisquam est iure pariatur blanditiis sit. Dolor corrupti nihil ullam dicta quidem. Hic laborum provident aliquam explicabo.
Enim est perspiciatis ea et quidem. Accusamus dolorem et excepturi sapiente consequatur. A qui excepturi eos et rerum temporibus et.
Dolor quod iusto iste sint cum ullam alias. Quidem quos architecto perferendis iste natus quaerat consequatur. Dicta cupiditate voluptas eveniet ipsa eum.
Voluptas libero repellat dolores a aut. Quasi a iusto veritatis sed. Impedit accusamus ut nihil nostrum earum laboriosam eos provident.
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...
Inventore rerum ab dolorum. Minima omnis quia dolores. Atque ex eos temporibus quia rerum et dignissimos. Recusandae reprehenderit dolorem consequatur quia dolorem consequatur error. Dolor autem voluptas velit unde maiores dignissimos.
Id pariatur recusandae similique ipsa provident. Beatae maiores repellendus asperiores nulla veritatis optio. Praesentium eius animi ut reiciendis.