Investment banking associate

A day in the life


Associate Profile



Industry Team:

Clean Technology


Minneapolis, MN


MBA, Washington University

Masters of Arts in Teaching,
The Johns Hopkins University

BBA, Finance and Accounting,
The George Washington University


Joined Piper Sandler in July 2012
(Summer Associate, 2011)

Prior Experience:

Teach For America corps member in Baltimore, MD
(second grade teacher)


A Day in the Life

6:00 Wake up, check emails, walk dog
8:00 Arrive at work, check voicemail and calendar, read through e-mails and to-do list
8:30 Read and Dealbook
9:00 Review valuation work prepared by analyst the night before for upcoming board meeting
10:00 Run diligence call with management team and potential investor
11:00 Begin work on a sell-side confidential offering memorandum—business overview, investment highlights and growth sections
12:00 Meet with managing director and principal to call strategic buyers with updates for sell-side deal
12:30 Lunch at desk while chaperoning intellectual property diligence call
1:30 Work with analyst to update private placement pitch based on senior banker comments; review industry research
2:00 Conference call with client to discuss management presentation for the upcoming road show
3:00 Internal planning call with deal team and equity capital markets; set plan of action for managing process and timing
3:30 Conference call with chief financial officer of sell-side client to review company model
4:30 Write summary of the day’s sell-side deal activity and dataroom requests and forward to internal Piper Sandler deal team
5:00 Check in with all deal teams to review deliverables for clients and next steps for the night and next day
6:00 Mark up changes, grab dinner and continue working on Offering Memorandum
11:00 Head home

There is no typical day in investment banking, which is what makes it an exciting career. A high energy level and a positive attitude will go a long way. Be ready to think quickly on your feet as you may have to travel at a moment’s notice.

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