Hi, newbie question. I always hear people talking about transaction experience. In the job, what do you really do in the transaction? Can you list some of them and explain briefly? Thank you
| +160 | Sent my Claude prompt to 200+ Teams chat. MD wants to see me Monday. | 48 | 21h |
| +146 | Some banks are overrated as fuck | 51 | 5h |
| +140 | UBS IB Americas has failed, now behind Santander and Stiffel | 35 | 1d |
| Current and Former UBS Bankers: Do You Regret Joining? Was It Worth It? | 22 | 3h | |
| +121 | Beware all those preparing to recruit for '28 | 27 | 7h |
| +68 | How do I understand vs. just memorizing? | 12 | 2d |
| +57 | IB is the new EY/Deloitte | 27 | 9h |
| +48 | The good and bad with Wells Fargo | 19 | 1d |
| +42 | Tech to IB Pivot | 22 | 2d |
| +39 | Advice on Neuromaxxing | 8 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
possible things you might do as an analyst: Build the operating model, write (sections of) the internal committee memo (to get deals approved), write (sections of) the offering memorandum, update trading comps, spread transaction comps, make pitchbooks and PIBs, manage the "data room", format spreadsheets, etc etc
1) Would pitchbooks really count? They don't seem like very transaction-like.
2) What does PIB stand for?
Autem quia iusto illum quas eaque dolores officiis et. Non est et at. Quia laudantium reprehenderit ut totam. Et autem dolorem architecto necessitatibus velit.
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...