Best Practices for some Analyst tasks

jfreezerr's picture
Rank: Chimp | banana points 3

Hi there,

I am an analyst 1 in a european m&a team.
Looking back to my first 6 months, I observed, that the following tasks took quite a lot of my working time and am wondering how you are tackling these tasks and how I could work more effective following best practices at other firms:

  • VDR:
    • Do you use any specific tools to download VDR data (e.g. use tools, which names the downloaded files after the first x words mentioned in the document)?
    • Which tool/s do you use to automate blacklining of documents? Are you aware of a tool, which automatically blacklines names according to a provided list of words, e.g. employee names etc.?
    • Do you use tools to automate the Q&A process, e.g. tools which automatically provide answers to questions, like such which you can find in a lot of forums/in FAQ sections of homepages when working on a sell-side mandate?
  • Market studies for pitches/proposals: Beside firm internal information platforms, which platforms, industry specific webpages do you use?
  • Benchmarking - how do you automate these tasks / which platforms are best to automate the benchmarking process?
  • How do you select your peer groups - which platforms do you use to get good suggestions for peers?
  • Are you aware of any automation tool, to populate data into ppt slides from multiple excel files (like a vlookup / indexmatch function in excel)?

I hope this topic helps all analysts to get a bit more sleep and time.
Looking forward to your suggestions and contributions :)

Cheers+

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Comments (1)

Jun 30, 2017