90- Day Transition Plan

Introduction: Build an overview of what you would like to accomplish the first three months
on the job- which in my case for Investment Banking Associate would include:
the ability to do DCF valuations
the ability to use advanced excel skills
the ability to arrange client meetings and get the logistics right
the ability to deal with horrendous egos
the ability to find comparable companies
the ability to network within the firm and befriend key people like librarians, IT gurus,
messengers, lawyers, compliance etc
30-Day Plan/First 30 days on the job: During the first 30 days on the job, most of the time I
would spend in attending training, meeting team members, learning the organizations
systems and its products and services, reviewing procedures and client accounts.

60-Day Plan/First 60 days on the job: Studying best practices in the industry, setting goals for
the next 30 days, meeting with supervisor to gather feedback as Investment banking is all
about networking, building relationships with your colleagues, identifying potential mentors,
reviewing the efficiency of company processes and procedures, visiting other department,
and continuing to attend training.

90-Day Plan/First 90 days on the job: Obtaining a 360 feedback on my progress, getting
information on new processes and procedures, implementing new strategies and procedures,
and addressing these strategic initiatives.