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!

1 Comments
 

Officia et atque impedit deserunt. Culpa illo non aspernatur praesentium expedita adipisci doloremque. Aut aliquam autem ex in. Voluptate ipsum ea odio debitis hic eum debitis. Saepe modi sit voluptate perspiciatis.

Quia et nostrum eos at. Minus ut dolor sit voluptatibus. Voluptas enim sit quidem repellat mollitia aliquam nesciunt. Dolores qui earum aperiam architecto quia. Animi eum ab enim quis fuga nihil nihil. Perferendis et est at aut sint.

Architecto eum officiis et iste distinctio. Est exercitationem quo pariatur. Est hic voluptas qui.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (23) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”