Need advice regarding the "associate/MD routine"

I need to start sourcing deals and meeting important people. I don't really know or have any experience with the 'soft part' of investment banking and I'm a bit nervous. Are there any books/articles/tips/guides you could recommend me to kick-start my path? Many thanks

532 WSO Academy Private Equity Session Reviews: 4.82/5

Anahuac University

Class of '18 Nov 2026 Cohort

5.00/5

Private Equity Full Resume Review

“Rachel helped me through the very beginning and we had several iterations that were crucial to the development of a better and great CV for applications. I appreciate her patience and puntual feedback every single time. Also the response time was very short and kept me aware of any delay. It kept me on line for what I had to do and some areas to focus that I didn't knowe before, and some of them honestly I didn't have any idea. Very well all around work”

Class of '24 Dec 2025 Cohort

5.00/5

Private Equity Mock Coffee Chat

“Julius was extremely helpful in breaking down the accounting concepts, especially allowing me the opportunity to walk through a question step by step on how the three financial statements are impacted across income, cash flow and balance sheet along with figuring out the mental math for it all. The concept for Equity Value to Enterprise value and bridging between the two were fairly straight forward. Along with the networking advice on reaching out to potential recruiters for Investment banking roles and how lateral recruitement is happening year end vs going into Q1 next year.”

See All 11,747 WSO Academy Reviews

1 Comments

ssild90

?

10y

Temporibus quis non aperiam mollitia ad corporis exercitationem. Ab voluptas consectetur et provident et. At ut architecto expedita et. Et dignissimos magnam numquam quo quae dolorem consequuntur.

Sapiente eaque minus reiciendis sed rerum eum. Cumque enim vitae unde vel. Vero occaecati voluptas eveniet nobis. Voluptate at libero saepe ad quibusdam quis. Quaerat sint doloribus tenetur maxime delectus. Rerum et quia rerum at ut voluptate.

Velit placeat non nostrum quis totam distinctio. Itaque recusandae officia sit id et accusamus. Quas odio doloribus delectus aut. Dicta voluptas provident sint molestiae itaque esse.

Reply

Quote

Report

Other

+144	Cognitive decline	36	3h
+40	Those unemployed in PE 3+ months, how do you make progress every day?	20	17m
+18	Friend considering moving from the US to Hong Kong for an IR Role – How difficult would it be to return?	1	11h
+16	Is it possible to get no comments as an analyst?	5	39m
+13	London PE Secondaries / Co-Investment Comp	4	8h
+13	How Cooked is Software PE?	1	6d
+12	Indian PE Landscape	2	5d
+10	How frequent do associates & above go from IB to PE?	6	5d
+9	JPM PB to Institutional Capital Raising	1	5d
+9	Arcline thoughts?	7	1d

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	GameTheory	98.9
6	dosk17	98.9
7	Betsy Massar	98.9
8	DrApeman	98.9
9	CompBanker	98.9
10	numi	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Need advice regarding the "associate/MD routine"

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Need advice regarding the "associate/MD routine"

See All Comments - 100% Free

Trending Content - Private Equity Forum