Title pretty much says it all.
Recently started full-time at a BB and am wondering if anyone has tips for starting as an Analyst remotely. I have read many of the threads posted about how to be a top performing Analyst, but the good ones are from pre-COVID times. Any additional tips for working from home would be appreciated!
| +185 | Is my life over after not getting GS? | 36 | 1d | |
| +97 | How to stop feeling like shit for not making it in IB? | 39 | 14h | |
| +53 | Updated LA Banking Scene (2024) | 38 | 1d | |
| +45 | Why Is It Called Investment Banking? | 17 | 1d | |
| +37 | best groups for energy transition? | 32 | 18h | |
| +31 | UBS Actual Buyside Exits 2024 Post-Integration | 9 | 21h | |
| +30 | Very ridiculous interview feedback | 15 | 1d | |
| +30 | Got RBC offer but I have cold feet accepting. | 39 | 3h | |
| +28 | Military Officer vs. IB analyst | 11 | 2s | |
| +27 | If Tik Tok is forced to sell, what banks do you think would be involved in the deal? | 19 | 15m |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Bump
Bump
Set up a regular time on the calendar weekly for calls with various team members to stay on top of things / catch up. Organize outlook inbox with lots of folders, I prefer people's names / teams but some people do it by project, etc. Also get email on your phone if you don't have it already, makes it a lot easier to step away from computer occasionally
Any advice about how to get past the learning curve? My associate thinks I know everything but have no clue what I’m doing. I’m technically sharp just not the book building/admin task stuff
Bump
Leverage precedent materials as much as possible. Go back and look at old deal files for similarly structured transactions.
Also, like the comment above says, use lots of folders and rules. Be careful with your rules to make sure they are not pulling in unintended emails.
I also organize my inbox by conversations, it groups email chains together. I find it helps, but I know a lot of people do not use this feature.
Also, take all of your notes in Word/OneNote, writing them down just makes it harder to find them in the future. Then you can give these notes to next year's analyst when you are training them.
What about mistakes? I still find myself making a bunch of mistakes (careless mistakes like bar colors, etc)
If I am being honest, wfh has been harder for me in terms of those types of mistakes. In the office, I used to print everything out and review that way, but that is no longer viable.
Nowadays, I make sure to give every single one of my email attachments another look.
Full disclosure: this is an area where I could use advice on as well. Pretty wild to think I have spent half of my time wfh from my July 2019 start date.
Et natus laborum voluptates voluptatem iste ad. Deserunt nesciunt reiciendis repudiandae nihil. Quia ad non voluptatem autem natus repellat quia. Temporibus cum quia corporis consectetur.
Nesciunt velit iure ut accusantium cupiditate repellendus. Rerum laudantium enim modi rerum.
Cupiditate alias dicta quia. Dolor a quia voluptatibus quod tenetur quae. Qui doloribus omnis inventore sint repudiandae hic blanditiis iure.
Velit eos eos impedit quia cupiditate. Delectus quia fugit ullam ratione. Dolor illo voluptas maiores. Adipisci atque tenetur nesciunt animi et. Deserunt quis nostrum occaecati facere dolor.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...