What are some of your favorite tools for productivity/ working faster?

Hi all,

I am starting at a boutique IB firm as a first year analyst in a few weeks. I am excited, but I know that IB is definitely a grind and I have my work set out ahead of me. I want to try and get ahead of the curve and see what some of the best productivity tools experienced analysts/ associates recommend? Its ok if they require a subscription, my firm is small and I might be able to convince an MD to buy a subscription.

I am thinking add-ins, AI tools, anything that gives you an edge to complete your work faster.

Appreciate the help!

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“Kristian was great. I know he is very busy running private investments for Soul Patts, but he still made a massive effort to fit me in for a conversation. He came to the chat enthusiastic and willing to spend time with me which was really good. He gave me some really interesting points both behavioural and technical. I really liked how he mentioned that I should be following up my coffee chats if they don't respond to me. I had always thought it would have been rude to do so but his points were really valid. He also told me to understand the financial mathematics and flaws of PE metrics like IRR and MOM for a future career in PE, which was a really good technical point that I liked and will have to pick up on. Would highly recommend speaking with him.”

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