Test 2

{candidatename} - Candiate Notes
{candidatename} - Candiate Notes

Candidate Summary
Summary Information: [Note: these update based on items selected below]
- Name: {candidatename}
- Geo: {geo}
- Overall Rating: {rating47}
- Technicals: {technicals}
- Pedigree: {pedigree}
- Interpersonal: {interpersonal}
- Comp: {comp}
- Recruiter Activity: {recruiteractivity}

Timing and Comp Preferences
START: [open to immediate, etc.]
What is your preferred start date? Is there any flexibility there?
COMP: [when does their bonus get paid out? what are their expectations for their next role?]
[bonus timing: month/year]
[current role comp: $X base + X% bonus]
[all in compensation floor: $X] 
[all in compensation target: $X]When does your bonus get paid out? What are your compensation expectations for your next role both from a base and bonus perspective?
COMP: [all-in, base + bonus combined]

100-150k150k-200k200-250k250-300kabove 300k
Updated by Recruiter
As of Date

MonthDayYear
Date

Geo Preferences
GEO:
Where do you want to live? For great opportunities are you willing to relocate?
GEO
Location
Ties?
Mentioned On

MonthDayYear
Comments

Initial Call Notes - Background
Recruiter
Date

MonthDayYear
Date
LinkedIn Link
OPIN: What did you think about the candidate? Well-spoken? Robot? Good kid? NEED COLOR HERE.
Fill this out at the end of the call
SUM: [from parents, to school, and their path to finance]
Thanks so much for taking the time to speak with me. I noticed that you haven't met with anyone from our team before so I was hoping to spend this time better understanding your background and experience and then we can pivot to discuss next steps and how we can be helpful If you wouldn't mind starting from the very beginning in terms of where you're from and where you went to school that would be great!
EXP/DEALS: [where have they worked, any notable deals/projects]
Would you mind walking me through what deals/projects you have worked on high level? I see from your resume you worked on _____ it would be great to better understand your role on the deal/project.

Initial Call Notes - Ratings
CandidateName
CandidateID
Technicals *is the text below too much or helpful?*

4/4 = Top Candidate (extensive LBO work, three-statement merger models, familiarity with all valuation methods, building out models from scratch / 3/4 = experience with LBO and accretion/dilution analyses, some experience in constructing three-statement models, models are usually pre-built or based on templates, less confident in prep and deal experience / 2/4 = limited involvement with M&A and three-statement models, focuses on basic income statement analysis, lacks experience in developing models from scratch, does not feel prepped / 1/4 = no experience whatsoever with modeling
Pedigree *do we want to have 0/4 be an option or 1/4 is the lowest ranking?*

4/4 = top school, top bank, great stats / 3/4 = 2/3 on the following - school, bank, stats / 2/4 = 1 of the following - school, bank, stats / 1/4 = _____
Interpersonal Skills *Want input on the below criteria*

2/2 = really connected, great conversational skills, no communication errors / 1/2 = no red flags on the personality front but just so-so / 0/2 = would not send to client because of interpersonal skills
Rating - *Once we have the rating notes from Kate might be good to add in here*
1 – No relevant transaction experience across the board, serious culture / fit concerns, do not feel comfortable putting him/her in front of a client. 2 – in between 3 – Staffed on a few pitches but has not held the pen on a model and don’t feel comfortable putting in front of a client for fit reasons OR very weak experience 4 – in between 5 – Fine candidate. Has M&A experience but it’s weaker and boring. No red flags but not strong. 6 – in between 7 – Solid candidate. Can put in front of any client and hits the mark on background but does not blow you away. Has worked on an M&A deal (sell side/ buyside) 8 – Very strong. Articulate, charismatic, great candidate and has strong sell side / buyside transaction experience. 9 – in between 10 – Love them. Exceptional. One of the best candidates you have spoken with to date.
1. No relevant transaction experience across the board, serious culture / fit concerns, do not feel comfortable putting him/her in front of a client.
2. in between
3. Staffed on a few pitches but has not held the pen on a model and don’t feel comfortable putting in front of a client for fit reasons OR very weak experience
4. in between
5. Fine candidate. Has M&A experience but it’s weaker and boring. No red flags but not strong.
6. in between
7. Solid candidate. Can put in front of any client and hits the mark on background but does not blow you away. Has worked on an M&A deal (sell side/ buyside)
8. Very strong. Articulate, charismatic, great candidate and has strong sell side / buyside transaction experience.
9. in between
10. Love them. Exceptional. One of the best candidates you have spoken with to date.
Next steps for initial call: fill out Processes, Geo Prefs, and Timing pages
Date

MonthDayYear
Should be Empty:

	Yes ^{Strong Interest & Fit}	Maybe ^{At least some interest and some fit}	No ^{Not a fit (recruiter)}	No ^{Not a fit (candidate)}	N/A ^{Not reviewed/didn't seem relevant}	Notes
Job 1
Job 2
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Job 4
Job 5
Job 6
Job 7
Job 8
Job 9
Job 10

	Fail	Pass
Model From Scratch For this [sell side transaction] were you able to build out the model from scratch and how in depth did you go as it pertains to a full LBO vs more income statement focused?
Sole Analyst How was the deal team staffed, were you the only analyst?
Held the Pen Did you hold the pen on the model?
Can you share more about your experience with financial modeling? Specifically, I'm interested in understanding to what extent you've been involved in building models from scratch. This is a key part of many of our clients' process so any color you can provide here would be great.

	Fail	Pass
Have you had exposure to strategy work and diligences?
How comfortable are you with market-sizing models?

	Fail	Pass
Outside of your work on the desk, how have you been preparing for technical exercises? [open ended]
Have you had a chance to practice any paper LBOs, brain teasers, accounting questions, etc.?
Do you feel prepared to sit down and complete a timed model exercise?

{candidatename} - Candiate Notes

{candidatename} - Candiate Notes

Timing and Comp Preferences

Follow-Up Call Notes

Geo Preferences

Initial Call Notes - Background

Initial Call Notes - Technicals

Initial Call Notes - Ratings