Unlocking the Secrets to Succeeding as an Investment Banker 🤓

There is an age-old saying that you will never make your own assumption in a model until you’re a VP...

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OfficeHours Coach
May 22, 2023

Investment banking is a highly desirable role known for its exposure to leadership, brilliant minds, and numerous exit opportunities. Despite high turnover, many individuals without finance backgrounds can break into the industry with the right mindset and skills. Here are key skills for success in your early years in financial services:

Time Management

Efficiency is key in investment banking. Having experience in finance and consulting has allowed me to complete tasks in half the time of my peers, which remains valuable even in my current corporate role.

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Communication

When planning decks and financial models, make sure that you communicate to your senior and staffer the deals that you are working on instead you need to learn to prioritize your staffing assignments based on the order of their respective importance.

Independence

There is an age-old saying that you will never make your own assumption in a model until you’re a VP, and while this might be true, this is not an excuse for not being able to run with a financial model or PowerPoint on your own. Whenever you’re working, make a note of an MD’s preferences and style of work so that you can work faster on the next assignment.

The Rise of Hedge Funds: Exploring Their Impact on Financial Markets

Hedge funds often take large positions in specific securities, which can lead to increased price volatility.

getofficehours.com/the-rise-of-hedge-funds-exploring-their-impact-on-financial-markets

When And Why To Believe An Anonymous Forum

Online forums can be a good source of information, but it depends on the forum and the topic being discussed. In banking, there is

getofficehours.com/when-and-why-to-believe-an-anonymous-forum

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