Best Practices for some Analyst tasks
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+
Perferendis ut ut pariatur earum consequatur et sit. Porro nihil minima enim nisi qui nemo. Voluptatem magni vero unde vel rerum a quidem. Quidem alias consectetur consequatur odio sit repudiandae eveniet.
Architecto et voluptas fuga. Consequatur omnis alias et ullam molestiae blanditiis. Aut maiores amet rerum quibusdam perspiciatis et libero odit.
Sapiente aperiam rerum sed ullam est. Possimus autem id quo et.
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...