IB: How to become efficient
Hi everybody,
I was wondering if you guys had any tips on how to become more efficient/productive at your job in IBD? (Modelling, Pitch, CIM, etc)
Thanks
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See middle section, or actually just the whole thing
https://www.wallstreetoasis.com/forums/what-i-wish-every-first-year-ana…
I often ask the same thing of the older guys at my firm.
Not intuitive, but we tend to spend extra time on the front end of things to be more efficient later in the process. For example, building extra functionality into models to handle more detail later. Or setting up template slides for pitch decks.
Don’t hardcode the backups and have input and output tables, shit helps so much
I always try to think of things my senior folks may ask questions about / want to see changed and make sure that however I put together whatever analysis I'm doing, I can easily address these things (e.g. setting up my Excel work to be dynamic enough to handle the "what if we..." question).
Keep a book where you throw slides you particularly like so you can leverage them later (most banks have a ton of off-the-shelf stuff already, but this should be stuff you've had to create from scratch and could see yourself adapting for future books).
Ask questions at the front end of whatever work you're doing. Loop in anyone externally a project will require ASAP to reduce likelihood of someone else slowing you down.
Look at past books (whether it's a pitchbook, CIP, MP) your senior bankers have given the sign off on whenever you're creating pages from scratch - steal page layouts you know they've approved of before to avoid total reworks.
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