A week in the life of an ibanking analyst

<p>My HS career suggests I have enough stamina to pull through something like this. How many top LAC, top privates students are thinking about going down the yellow brick road?</p>

<p>A</a> Week In The Life Of An Investment Banking Analyst: Sunday & Monday | Mergers & Inquisitions</p>

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One interesting bit of feedback I received from my survey the other week was that my “Day In The Life” posts were among your favorites. Whether it’s the worst day or best day, everyone’s interested in… what bankers actually do.</p>

<p>In the spirit of those previous posts, this week I’m posting an entire Week In The Life Of An Investment Banker. Today I’ll cover Sunday and Monday (what, you thought we had weekends off?) and each day I’ll cover another day of the same week.</p>

<p>Sunday</p>

<p>12 PM - Wake up late. Was up late the night before at a friend’s birthday (fun, but no models and bottles). Find food and get ready for the day.</p>

<p>1 PM - Head to gym. While there, run into another friend at a different bank and talk about plans for next year (one of the most popular discussion topics among Analysts) and why neither of us is at the office currently.</p>

<p>3 PM - Relaxing near the pool post-workout when the dreaded email arrives. Client A, a sell-side M&A client, has reviewed a presentation we sent yesterday and has changes. I have to run to the office at 4 to discuss the changes and then revise the presentation.</p>

<p>4 PM - While on a call going over the changes, I get bored and begin internet surfing in the background. Most of the edits involve wording and font sizes on graphs through 100 or so slides. This is going to take some time to finish because of the sheer volume of changes.</p>

<p>10 PM - I finish up with the revisions and the Associate sends out to client. Meanwhile, Client B, a public company being sold to a larger public company, has sent over revised projections and we need to update our merger model.</p>

<p>A merger model (also called accretion / dilution model or combo model) is used to analyze the impact of an acquisition. The output is generally the change in EPS (Earnings Per Share) - how much the acquisition raises or lowers it by - and the most important inputs are purchase price, form of consideration (cash, stock, or debt), and the buyer and seller’s financial profiles.</p>

<p>11 PM - Finish updates and head home.</p>

<p>This was a fairly standard Sunday - some time for fun, some work, and being in the office for at least part of the day.</p>

<p>Monday</p>

<p>9 AM - Arrive at work and chaos is unfolding. A standard Monday morning.</p>

<p>We’re working on further revisions to the presentation for Client A, and the Director in charge of the deal is quite persistent with the “Are you done yet?” questions.</p>

<p>At the same time, we’re also multi-tasking between that and getting NDAs (Non-Disclosure Agreements) executed for Client C, a large public company we are selling to several private equity firms.</p>

<p>(Yes, this was back in the day when Leveraged Buyouts were actually happening)</p>

<p>Getting NDAs (also called Confidentiality Agreements (CAs), among other terms) executed involves sending the document back and forth between legal representatives of the buyer and seller until they reach agreement. It’s somewhat of a joke because there’s no way to enforce an NDA, but both parties want protection so that their secrets and employees won’t be stolen if nothing comes of the discussions.</p>

<p>In this case the Associate is handling most of the work.</p>

<p>2 PM - CFO of Client C (the private equity deal) sends updated financials and other information that we need to incorporate into our own models and into the materials we’re sending to the buyer(s). VP informs me this is needed “ASAP.”</p>

<p>5 PM - Finish up updated model and the VP sends it to Client C’s CFO so he can review it and “sign off” on it. Just as I’m finishing, learn that I am being staffed on an upcoming Fairness Opinion for an M&A deal that is set to be announced soon.</p>

<p>A Fairness Opinion is just an extremely rigorous valuation that is prepared by a bank for legal reasons (to “prove” that a deal price is “fair”). It’s a bit silly because no bank is ever going to say that a price is not fair, and they’ve become formalities.</p>

<p>A perfect example is the controversy caused by the Bear Stearns deal back in March 2008. Lazard, its financial adviser, issued 2 Fairness Opinions, one for the original purchase price of $2.00 per share and one for the revised $10.00 per share price. Both prices were deemed “fair,” raising questions over what exactly these Opinions prove.</p>

<p>8 PM - Head to the Conference Room to eat dinner quickly with other Analysts and then go back and try to wrap up an Offering Memorandum and presentation for Client A. The Associate is side-tracked on other projects all night so I have to handle this work.</p>

<p>An Offering Memorandum (or Information Memorandum (IM) or Confidential Information Memorandum (CIM) ) is a long document with an overview of a company, including its products/services, customers, management, history, and financial profile that “sells” it to potential buyers. As an Analyst or Associate you spend a lot of time working on these.</p>

<p>12 AM - Head home.</p>

<p>This was a typical Monday - 15 or so hours of work, some chaos in the morning and a decent amount of actual work at night.

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<p>A short day compared to life at a dot com startup. You get most of the weekend off too?</p>

<p>Staying</a> Healthy While Staring At A Computer 18 Hours A Day | Mergers & Inquisitions</p>

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Probably not, at least if you are really understanding investment banking. It’s a massive change from your student lifestyle (and Bateman is a fictional character). Those convenient breaks in between classes when you went running or went to the gym no longer exist. Now you have coffee breaks where you go to Starbucks and get 200 calorie lattes. And you have those $30/night dinners where you almost feel compelled to order the 20 worst foods in America. Yes, this is what investment bankers do: get fat.

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<p>Mrego you obviously dont live near nyc which is king of ibanking. Most ibanking analysts (not asociates thats a step above) work 80 weeks doing menial tasks and are known to many as "glorified coffe fetchers". Its an offul position but hell thats where the money and exit opportunities are. The vast majority of "dot com" startups as you say have little cash to splash around to get employees so i cant imagine positions such as those being worse than ibanking.</p>

<p>I-Banking analysts don't get to go to the gym during work hours. They get in a 9 and work until 12, maybe even later. Be prepared to put in frequent weekends. And oh yeah, you stare at Excel models all day (not meeting clients or anything vaguely exciting). The pay is enticing but horrible when you break it down by the hr.</p>

<p>No, don't live near NYC. Right, startups have little cash... so you aren't getting paid anything for those long hours. Think about eating the first meal of the day (would it be called breakfast?) at 11PM after working since 8AM.
The log above suggests a party Saturday night and sleeping in on Sunday.
Working at a startup you don't get to do either. Home before 2 or 3AM? Sounds great.</p>

<p>Anyway, sucks to be you.</p>

<p>Sucks to be this guy/girl's spouse.</p>

<p>Being an Ibanker sounded pretty good until about 4 oclock on Sunday lol</p>

<p>If youre such a sellout that you're an "Ibanking Analyst" then you don't deserve time off, and I offer you 0 sympathy.</p>

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Sucks to be this guy/girl's spouse.

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Well, you can hire a gardener ... in New York. =)</p>