Nell B.

Investment Banking Analyst, Consumer & Retail
Education: University of Wisconsin
Joined William Blair: 2016
Other experience: Lettuce Entertain You Enterprises

No two days as an investment banking analyst are the same. Nell shares a day in the life of what she describes as a dynamic, competitive, and extremely rewarding career at William Blair.

Morning to Afternoon (7:00/8:00 a.m. to 4:00/5:00 p.m.)

  • Wake up – get up early and check my email. If nothing is extremely pressing, I work out (SoulCyle or run outside). I walk to the office while Facetiming family or listening to music.
  • Arrive at the office – grab a breakfast bar on the 44th floor or eggs on the 35th floor. Currently living a “no-caffeine 2017.”
  • Plan – look at my Outlook calendar to see what calls/meetings are scheduled for the day/week. Make sure my inbox is clean and organized – I have several folders and sub-folders for my deals/pitches/other projects and their respective stages.
  • Catch up with teams – swing by desks to discuss any deal updates or objectives for the day/week; I always bring my notebook around with me to add to my to-do list.
  • Work on deliverables – switching from project to project, likely working on two or three of the following at any given time: drafting marketing materials (presentations, memos, etc.), building financial and valuation models, creating supplemental analyses, working on buyer diligence requests, hopping on the phone with C-level management, and managing process-related tasks like logistics, updating salesforce, or buyer profiles for clients.
  • Meetings and calls – while working on deliverables, attend and participate in multiple calls and meetings with clients/buyers/teams. I make sure to print any necessary materials before meetings. Typically, I take notes in an Outlook email and send them to myself.
  • Lunch – grab lunch with other analysts. Always worth getting outside!
  • Continue working/complete anything ASAP – by late afternoon, the junior team will often touch base and discuss pending deliverables with the senior bankers as they prepare to leave for the day. This typically provides clarity into what is expected of me and the rest of the team for the evening.

Evening (4:00/5:00 p.m. to 8:00 p.m.)

  • Continue working as the office settles – the office clears out; I put on headphones and continue working on anything important to get to my team/client at a reasonable hour. I ship books ahead of a meeting or messenger materials to senior bankers for their review.
  • Dinner – I usually order delivery using Postmates or UberEats, but I join the analysts/associates for their walk to dinner.

Late Night (8:00 p.m. to 12:00 a.m. or later)

  • Revisit my work plan – review what needs to be completed before the morning and plan accordingly. I check my schedule to see if I have an early morning meeting.
  • Late night work – I send weekly update emails, make sure diligence and data room trackers are up-to-date, and continue working until I successfully complete everything or get ahead on anything upcoming.