Treating Sr Analysts/Associates like "Clients"?

Have heard from seniors and mentors that as an AN1, we should treat our seniors like "clients" and get our job done efficiently and effectively. Then had this thought while I was getting dental treatment: 

The dentist was fine. Seemed to know what he was doing a good deal, and was a nice guy and decently capable (although I cannot really tell). But I noticed a few habits that made me uneasy: he would analyze and re-analyze his tools frequently, he would explain everything he was doing in detail seeming to seek my reassurance, and he had an overall uncertain demeanor. Teeth seem fine to me and he clearly is experienced (I'd guess 45+ years old), but I feel more skeptical than I otherwise would have been had I not noticed these habits. 

TLDR: even though he was likely trying to be transparent with me and keep me in the loop, I would have thought him more competent if he had not over-explained and just gotten the job done while pretending that it was easy (i.e. made it seem easy when maybe it wasn't). 

Does the same logic apply to AN1s, or are we expected to know very little? For instance, how does a senior view the analyst that made it look effortless and turned in work they were unsure about vs the analyst who communicated frequently and was honest about their weak spots to ensure their final product is what was desired? Will the former be deemed more competent than the latter because, at the end of the day, seniors are just "clients" who want the work at their feet with no fluff?

8 Comments
 

Sorry but turning in work that you are unsure about under the guise of confidence is called incompetence. If you are not sure, you ask questions, how else are you supposed to learn?

Also, I fundamentally disagree with treating your senior analysts as your "seniors". They are not. They are just another analyst. 

 

You're seriously, seriously, overthinking this.... I was told by a senior banker when I first started, 'your clients are also the people you work with'. It's just a piece of generic advice that's often thrown around to encourage juniors to work hard and try their best. It doesn't mean that you don't ask more experienced colleagues questions??

One of the first things they screen for in IB interviews is good judgement. This is a scenario where you need to use personal judgement, not take what you are told literally...

 
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Here's how I view it: the further up the chain you go the better the work product needs to be but the less dumb questions you can ask. So while treating your associate like a client is a good mindset in terms of making sure you are giving them a decent work product to review and not just slop, they are still there to help you out. But by the time it gets to the MD it should be in a pretty good state, and obviously by the time it goes to the client it should be near perfect (assuming nothing is ever actually perfect).

Whether you treat a senior analyst as a "senior" will depend on the analyst you're working with. When I was a first year I was on a pretty lean team and our senior analyst would have to act more as an associate on certain staffings. He was a really strong analyst and performing above his level so I definitely treated him as a senior. But there were other analysts that I worked with who were no longer first years that I wouldn't treat as "seniors" because they were lower performing members and we would typically get the same responsibilities assigned to us. Now as an ASO I don't really care how my analysts treat each other, as long as the work gets done. Definitely had some interns this past summer that I held in higher regard than some of my analysts who are now second year analysts.

 

Why do you hold some interns in higher regard than some 2nd years? At least as a 2nd year, I feel like it's hard to distinguish most analysts outside of the extremes of people who are extremely sweaty and/or don't care.

 

It was just the case of a low performing analyst who is barely scraping by to not get fired vs. a few really high performing interns who I saw displaying intellectual curiosity and strong technical knowledge who I believe will have very successful careers. At the end of the summer if you asked me who I trusted more with a work product between this specific analyst or one of the high performing interns, it would've been the interns

 

Was top bucket first year at a mid-tier BB large group (BoFA/Citi), and my thoughts are as below:

  • Treat the first 3-6 months as purely a learning experience, meaning the main thing you should be doing really is asking questions. Ask all questions to your first year analyst class/bullpen, and then ask the analyst you are double-staffed with. Since they are another analyst, they are mostly just there to help out; they aren't really evaluating you per se.
  • Find associates/VPs/MDs you'd like to work with and try to get continuous work with them. I have found this just leads to a better experience because 1) you get to know their styles and thus just be more effiicent as opposed to the analysts that work with a random amalgamation of people, 2) you get to actually have some thoughts of your own into a subsector/notice trends so thinks like bullet points and words don't have to be edited as much and you come off as thoughtful to your seniors
  • Actually, try to get along well with the people you work with outside of a work setting. Tbh, I do not think I am a much better analyst than anyone who was middle bucket or even some of the bottom bucket people. Out of a class of 8-10, maybe 1 really sweaty, cracked technical kid with no semblance of care about WLB/no backbone stands out as top bucket, and 1-2 kids who don't care as bottom bucket, on either end, but most people are somewhere in the middle, out of which some end up top/middle/bottom bucket by the way the system works. Thus, really what matters is how you are perceived outside of just doing the work. Being able to do the work and put in the hours really is the norm.
  • Have a good attitude. Don't complain too much, and if you are to complain, only to do it to other analysts at most. Never complain directly in front of seniors. It's fine to give availability and/or say you're busy (probably ideal to do so, actually, if you are actually so they have a good idea of your capacity), but never complain; just state being busy as a way to set timelines and/or say something will take a while (only if you are actually busy on other things obviously)
  • As someone double-staffed with first-years now, I would heavily recommend just doing a double check for the following simple things: aligning everything consistently, Oxford commas (not used in banking for the most part, which is stupid imo but a common thing), company font, consistent font size, consistent/company colors, logos/company names are correct. Obviously, mistakes in these things will happen even with double-checking, particularly late at night, but the goal is to avoid them as much as possible.
 

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Only two sources I trust, Glenn Beck and singing woodland creatures.

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