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Assuming you figure out a way to be more detail oriented, here are a few I’ve picked up over the years:
1. Try to give your seniors the impression you have a lot going on (multiple deals, portcos, etc). You usually will, but the point is to make them respect your time and avoid drowning in minute asks
2. Always be one step ahead on materials. Meeting coming up? Send out an agenda. New deal in the pipeline? Create the workstream tracker before anyone asks for it. Your job as an A is to be the one creating materials. Don’t wait until you’re asked.
3. Memorize the CIM of every deal in the pipeline. I can’t tell you how many meetings it’ll come up, ‘wait, what was FY21 EBITDA for these guys again...?’ it’s on you to know this stuff off the dome.
4. Have a 2-3 sentence perspective on the major things your boss(es) are interested in. Most of the partners at my firm do really gross rich guy shit every Thurs-Sun (boat trips, golf, box seats at baseball games, etc.). However, it helps me curry favor with them when I can ask them in a semi-informed way how they feel about a recent player trade, or the wind patterns on the Cape this weekend, or what types of fish you catch during fly fishing, or what have you. Think of knowing this stuff as part of your job.
5. Try to have fun. Assuming you’re an analyst at one of the large PE shops (those are the only ones that take A’s anyway), you have access to an immense well of power and influence. And I don’t just mean free uber blacks home or whatever. Remember that these guys are movers and shakers in the economy, so try and get your bosses’ perspectives on current news and events when you can. And read every file on the drive you have access to.
Good luck!
I’m only in operations at a buyside shop but thank you this was helpful for me too
@OP did you move from ACN to PE investment role?
Any advice for getting into IR?