Tools
Recruiting Tracker
A spreadsheet system to manage applications, contacts, and follow-ups without missing anything.
3 min read
Investment banking recruiting quickly becomes difficult to manage. This tracker keeps networking, applications, deadlines, follow-ups, and interviews in one place.
Download the Free Recruiting Tracker
Use the Excel template to organize your firms, contacts, conversations, deadlines, applications, and interview progress.
Why Use a Tracker?
- Know who you contacted
- Remember when to follow up
- Record coffee-chat takeaways
- Track application deadlines
- Monitor interview progress
- Avoid duplicate outreach
- Stay consistent throughout recruiting
Suggested Tracker Columns
Bank / Firm
Contact Name
Contact Role
Group / Team
Connection
Email Sent?
Date Contacted
Follow-Up Date
Call Scheduled?
Call Date
Thank-You Sent?
Key Notes
Application Status
Interview Status
Next Step
How To Use It
- Add the firms, offices, and groups you want to learn about
- Add contacts from LinkedIn, alumni resources, clubs, and personal connections
- Record outreach and planned follow-up dates
- Take notes immediately after every call
- Track applications, assessments, and interview stages
- Review the tracker every week and choose your next actions
What To Track After a Call
- Important advice
- Details about the firm or group
- Recruiting tips
- People they recommended
- Your promised next step
- An appropriate future follow-up
Need Help Building Your Recruiting Plan?
A tracker keeps you organized, but your school, network, target firms, year, resume, and preparation determine what you should prioritize. A tutor can help build your target list and next-step plan.