The Analyst Handbook
Mapping Your Career
Building your career is a struggle for everyone in every industry.
It requires a lot of sacrifice, time, and energy.
As an Analyst, you'll have a lot of doors open once you receive that first promotion, or even after the first year or two of experience.
The field you choose to pursue after your Analyst experience depends on what you want to do, where you want to work, and what kind of li [...]
The Analyst Journey Documented
The Analyst Journey is an interesting one, to say the least. Your experience will depend a lot upon your boss, your actions, your aspirations, your co-workers, and your office dynamic.
This guide was created to show you our journey and document the different stages we experienced as an Analyst.
There were a lot of ups, and downs, and things we wish we knew. Take a scroll through our exper [...]
How To Handle The Different Types Of Bosses
First off, we’d like to start off by saying your boss is the most important part of any job you have.
Most often, if you have a bad boss, it's going to be tough for you to like your job.
The dynamic with your boss is very important and has a great influence on you and your career.
It's a lot easier to work for a boss you like, admire, and respect, then for you don’t.
[...]
The Ways To Separate Yourself As An Analyst
Analyst life is a grind.
There are no two ways about it.
Not only do you have to do the work no one wants to do AND sacrifice your lifestyle, you also have to find a way to separate yourself.
At the end of the day, you want to be promoted to Associate, either at your firm or somewhere else.
By definition, you are going to have to try and figure out a way to separate yourself from the [...]
The How-To Guide To The Associate Promotion
After you first step in the door, most have their aspirations set to rise up the ranks. The Associate promotion for an Analyst means a lot.
You've heard the stories of the people ahead of you, and now you feel it's your turn.
But you're not looking forward to the countless hours of tedious work, and the lifestyle sacrifices, you're probably going to have to make.
The process isn't eas [...]
Tools Of The Trade From VP’S, MD’S And CEO’S
During our experience as an Analyst, and in becoming an Analyst, we encountered and interacted with dozens of senior-level people.
We compiled a list of all the insight they provided to us from the questions we asked.
We wanted to give you the information we were given by top-level people during our ride, and hopefully, you can use them to help you.
There is a lot of value from each one, [...]
Deal-Experience: The Name Of The Game
As an Analyst, the deals or assignments you've worked on says a lot about the quality and level of your experience.
Most people will care most, and ask most about what deals you've worked on.
If you've worked notable transactions and with high profile companies, people will respect you differently, and in a better light.
Not to mention, the learning you'll get will be awesome, in additio [...]
The Exit Opportunity Breakdown
After you have become an experienced Analyst, there are going to be a multitude of different exit opportunities available to you.
Some will be a continuation at the same company, typical for someone as an Analyst, and some might be incredibly unique and uncommon available only to you.
All are awesome, it just depends on what interests you, what your passionate about, and the path you want t [...]
Outside The Office New City, New Life
As important as your position or job is (to you, your career, or your family), what's happening outside of the office is also very important.
Adjusting to a new life, and a new lifestyle is not easy, especially the one that comes with first job.
Everything worthwhile takes time, the same is true with a new job, which comes with a new lifestyle, a new office environment, new people, and new [...]
Inside The Experience Of 50+ Analysts
When
you’re starting out as an Analyst, it’s incredibly helpful to speak with other
Analysts, and people who have done what you’re trying to do. There’s a lot of
valuable insight and knowledge that people gain throughout the Analyst
experience. We decided to take it a step further and speak to 50+ Analysts to
hear what they had to say about their experience, what they recommend other
Anal [...]
The PowerPoint® Presentation Guide
PowerPoint is what you'll be using to create decks, pitchbooks, and
presentations to help win deals or make pitches.
At times, it might drive you crazy, because of all the formatting, aligning,
and editing you'll be required to make in order to create an elegant
presentation.
It’s a crucial element of the job, whether it's creating an investor
presentation, client pitch, or marketing mate [...]
Microsoft® Excel® Essentials
As an Analyst you’ll be spending a good amount of time using
and navigating Excel. Nowadays, all financial models, projections, and
calculations are done in Excel for the most part. As the A lot of your tasks
will be to do the initial legwork to get the model to a point where your
superiors can analyze the assumptions and numbers the model is projecting. The
best people in Excel can complete an [...]
A Dive Into Microsoft® Word®
Word is one of the most essential tools in any business.
You’ll be using Word to display deal information, summaries, and other details
about the project.
Word gives you the opportunity to present information in an extended format, like a letter.
It is where you’ll summarize the work you’ve performed or the research
you’ve conducted.
As an Analyst, you’re going to be ta [...]
Expediting The On-Boarding Process
Starting a new position, at a new company comes with an on-boarding process.
Getting acclimated to the culture, workflow, and position is overwhelming at first, but you can get through it.
The On-Boarding process is tricky, and annoying at times, but can be expedited.
The most important factors are having the right expectations and truly accepting the process you're about to experience. [...]
Time Management 101
Every
industry requires some form of time management.
Managing
your daily tasks, priorities, and time are some of the most important parts of
any job.
In
order to become a great Analyst or employee, you're going to have to allocate
your time wisely and accomplish the necessary tasks in a timely fashion.
Time
management is the process of planning and controlling how much time you spend
on [...]
The Blueprint To Building Relationships With Senior People
Relationships with Senior People are like gold to an Analyst or Associate.
Most of the time, your future with the company is going to be determined by
your relationships, your work quality, and your work ethic.
If you're able to have an ally in those senior or C level exec meetings,
it's going to be wonderous for your career progression.
It does take time to build rapport with senior peo [...]