To do list / task tracking

What do you guys in IB use to keep track of ur tasks? Thinking in terms of a simple to do list, some software, or whatever other method there is

6,106 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '23 Dec 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“I had a really informative and actionable career roadmap with Tim. We went through what I wanted to do longterm and and then we went over the two different paths I was interested in. Tim gave me personal experience of colleagues that made similar steps to the sector that I want to be in. He then provided me with information on the timeline of I should expect when it comes to recruiting and what to do ahead of the time. There was a huge focus on getting a great resume fleshed out, networking with recruiters, current analysts, people who knew people who were hiring. There was a huge emphasis on getting the Series 65 that the company I'm currently working at done before continuing anything else. I look forward to working back with Tim on this endeavor around mid-November. ”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking LinkedIn Review

“Johnathan was really good at checking out my Linkedin and making surfing there were not many issues with it. He seemed to know his stuff very well and he was curious about all the posts that I had liked and he had different tactics to make sure that my linkedin could stand out from the rest and make it very competitive for my 2028 internship. The only criteria I had was minimal and it was that he was a few minutes late but that is not a big deal, I know he is a busy guy but overall he was great.”

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