Performance Appraisal - 2nd year PE Analyst

Hi All

Could you please let me have your thoughts on how to go about with the performance review tomorrow? My firm specifically asked to discuss 3 achievements or significant milestones that I am most proud of.

I joined the firm 1-year ago but didn't get much financial modeling work due to (a) covid (b)being thrown to an existing live deal where it didn't modeling work anymore.

Given 1 year, I should be promoted to a 3rd year or Senior Analyst position. Kindly advise me on what kind of angle I should get into when discussing the achievements/mile-stones.

Thanks so much.

Regards

Victor

531 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '24 Dec 2025 Cohort

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Saint Joseph's University

Class of '10 Oct 2026 Cohort

5.00/5

Private Equity 7 Stories Review

“Very helpful. Practical tips and actionable feedback. Will schedule follow up sessions with him in the upcoming weeks”

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franco

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Authored by: Certified Private Equity Professional - PrincipalCertified Private Equity Pro

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Performance Appraisal - 2nd year PE Analyst

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Performance Appraisal - 2nd year PE Analyst

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