I am starting my first post graduate job after Labor Day at a Boutique investment bank that focuses on M&A deals. I did not have a finance background or major and have had one short internships in this field but don’t feel that it prepared me much. This didn’t seem to matter during interviews but I am getting more nervous as I get closer to start date that I am unprepared. I figured I have around 7-8 weeks to start learning the ins and outs of basic finance/IB and getting a better grip on Excel but I don’t know where to start. Anyone have any recommendations on where to start? I have a ton of free time and would like to impress my bosses and co-workers when I get there rather then disappointing them.
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Easy: Do a basic IB financial modeling course including Advanced Excel, it is worth the investment. An advance PPT course is a worthwhile investment as well (Wall St. Prep has a great advanced PPT).
You may want to start studying for your series exams while you have time to sleep, so you're not trying to do it on top of drinking from the firehose.
Thank you for the help!
Best of luck and congratulations!
if you’re interested in learning the lev fin / loan capital markets side (including M&A deals) - I have some exercises you could work on that I’m having others beta testing over the summer that could be complimentary. you are off this summer? how much free time do you have?
Are these exercises something you're willing to share? Definitely would like to model through some LevFin problems and learn more about the technical side of it.
he// yeah, sure @IBguy2020" I get great insight connecting w/ ppl like you, especially what topics or skills they value or where they want to get to in career. For the exercises, when I have a good draft, I've emailed it around to folks who expressed real interest, and I've gotten awesome feedback, especially if there was a sub-task they were confused about (this superstar junior college kid has been timing his exercises for me, including SPLITS by section. LOVE that. So I noticed 1 section was 8 min, an outlier vs the 2-4 min in others, and asked him--and revised since!). Happy to have others do the same!
I am going to try and take some beginner course first but once I am finished with those and feel more comfortable I will reach out and let you know about the lev fin and loan capital markets exercises. Thank you very much for the kind offer!
FYI - not to worry / no need to prep. I originally taught this to high school seniors at my old high school 1-on-1 in 2.5 hours each, and has since evolved to online. Very rare to find, but I am insanely focused on creating exercises and materials and teaching ppl in a way so that the average person can understand, and they will stay engaged and fired up. Also - especially since its online, you can't risk a user getting confused / lost on ANYTHING. You will have a BLANK template to fill in info in the exericse, w/ a SOLUTION to follow along. And later a step-by-step "How to" doc. That college kid I mentioned has been doing these exercises in 15-20 min, which is the sweet spot for keeping online users engaged on 1 single task. You are in good hands
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