How to Track Investment Banking Networking in a Spreadsheet

Investment banking recruiting can involve dozens of contacts across firms and groups. A simple networking spreadsheet helps you remember each conversation, follow up at the right time, and maintain relationships without relying on memory.

Author: Michael Harris Updated 5 min read

Build a simple tracker before networking gets busy

Create your tracker as soon as you begin outreach. If you wait until after several calls, you are likely to lose details, forget referrals, or contact the same person twice.

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