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How Relevant is Excel?
Many of the resumes that I see my peers write mention some level of proficiency in Excel and my university even offers a credential/certificate but I'm wondering if I'll need to do something like that. I'm by no means handy with Excel and only know how to do a few basic things but do I need I need...
3 statement modelling test for IBD SA
Hello I have an upcoming superday with an M&A boutique. Part of it involves making a 3-statement Excel model in 1 hour using some given assumptions. My background is finance but ive never made a 3-statement model using Excel before. Does anyone have any advice on what i should focus on...
Asset Management Excel Test
Monkeys, I am currently interviewing with a boutique AM firm focused on debt. They have expressed that I will have to take an excel test prior to receiving an offer. Does anyone have any insight as to what kind of exercise this would be? Thanks.
Excel lifestyle
Does anyone else feel like they live in excel? Like all day everyday it seems like it never stops.
Excel and Open Notes on a Valuation Exam
So my valuation professor is allowing our class to use Excel, open notes, and open book for a midterm. What kind of excel models, solvers, macros, etc, would you prepare for the test (considering time-efficiency). Here is a overview of whats being tested and what to watch out for: "What follows is a...
Dividing all constants by 1000 in excel
Hey Monkeys. I noticed that an earlier model that I created had numbers down to the thousands of dollars. It is not optically pleasing and I was wondering if there would be a way to divide all constants by a 1000. I think that should fix the issue.
Modeling in AM vs IB?
Hi friends, Is there any difference in Excel modeling between AM and IB? My guess would be that AM is more towards the 3-statements model and DCF and comparables while IB builds M&A models, LBO , etc... What are your thoughts? Plus, I've been seeing in the forum the modeling training packages from...
Debt Scenario Model
For starters, I am not in IB but in Commercial Banking as a credit analyst in a MM group. My problem may seem simple to most of you but thank you in advance for taking the time to read. I am looking for advice and/or examples of how to take financial statements of a company and test them against...
How to make an Excel DCF model dynamic based on the number of forecasted years?
I'm currently interning at a real estate private equity firm and I have to build a model to analyse the DCF value of potential investments. My model is good, but different types of real estate do have different life spans. For every real estate property with a different life span I have to build a...
Learning Excel - Compounding
Hello Monkeys, For a community full of excel experts, I thought this would be the best place to ask my rookie question and have it answered and hopefully, lead me in the right direction and help me learn excel in the process. I am trying something simple. Invest "X" amount in a stock. Take the...
Test/Case study for RBC Research Associate interview
Hey, Wondering if anyone has information on, or has completed the case study/excel test that Royal Bank (RBC) makes potential Equity Research Associates complete. I might have to take it next week, and so any insight would be greatly appreciated. Thanks
Wall Street Prep - Excel Test
Hi monkeys, For the firm I am working at, they are requiring that we complete an Excel test through Wall Street Prep. WSP has video tutorials of Excel to go through, and I have gone through them, but I am worried about passing this test simply because I haven't had the most exposure insofar with...
PIMCO- FT Superday/Assessment
Is anyone familiar with PIMCO's superdays? I am interviewing with a department that isn't the most technical (isn't Account/Portfolio, more client relationships) and am curious how the interviews and the 'assessment' are. Is the assessment an excel test? If so, what functions/formulas are expected?
Moving out of an excel cell after selecting formula
Hey guys, I'm constantly forced to use my mouse to click another cell after tabbing into a formula in an excel cell and it is driving me nuts. For example, I would type out "=200-su" and tab to get the SUM formula and it won't let me navigate throughout the spreadsheet to select the criteria to sum...
Wall Street Prep Excel Course - Worth It?
A buddy of mine is starting as a SA soon and wants to know. Are there better courses out there? Any insight would be greatly appreciated. WSO Announcement: Financial modeling courses taught by BB investment bankers and PE megafund pros is available now - right here
The Excel Function that You Wish You Knew 6 Months Ago
Playing off the, "I wish I knew this 10 years ago" or "When I was a kid" and adapting it to junior analysts or really anyone that is in excel a lot. This can be a function of any significance whether it is knowing there is a spell check shortcut or just how to use a pivot table. Try to keep it short...
Valuable ? Udemy - Excel from Beginner to Advanced
Hi everyone! As I am prepping for my summer internship at Roland Berger this summer, I am looking at different excel prep programs. On that, I have found is Udemy's "Microsoft Excel - Excel from Beginner to Advanced" for around 15$ (90% discount). After looking around on this forum I realized no one...
Copy & Paste Broken in Excel Escape
https://excel.uservoice.com/forums/304921-excel-f… PLEASE everyone comment on this broken feature and make sure a toggle option is created!!
Looking for Advanced Excel Financial Modeling Course Specifically for Equity Deals
Hi all. I'm looking for an online (self-study or guided) course in Excel financial modeling specifically for equity deals. It's for a consultant with very limited time, so I don't want him to have to filter through a bunch of other stuff in a financial modeling course to get to the equity deal stuff...
Excel External Links: Good or Bad practice?
i.e. linking one cell in one workbook to another cell in another workbook. Interested in getting your take on the question. Simple replies with type of banks you worked at ( BB , MM , etc.) and/or their names, current title, and a quick good/bad statement would be ideal. Thank you! I would answer:...
AIG Excel Modeling Exam Help
Anyone have any idea what the AIG modeling exam looks like? I would share my experience in passing Deutsche Bank 's Excel test.
Best computer for equity research?
Guys I’m new to the forum. I’m looking for a PC. And only a PC. I know there are tons of options out there, but here’s what it’s come down to: Lenovo P51 Lenovo Carbon X1 Dells XPS15 The computer will be used for business uses including modeling, word processing and other related functions....
Adding Footers to Many Workbooks
Fellow Monkeys -- I hope some of you can help me out. After adding countless items into the data room for an acquirer, our clients management team decided they wanted to have a specific header and footer in each excel file. Is there a way to add headers/footers across multiple workbooks? I'd like to...
Excel query
Hi! I have an Excel question. I have a spreadsheet with a bunch of names and numbers and I've connected the sheet to a phone software, =HYPERLINK("callto:"&SUBSTITUTE(cellnumber;"";"")) My problem is that the function also returns a value for the blank cells, so the spreadsheet looks cluttered....
Capital IQ Plug in
Hi, I'm a big fan of the excel plug in; I do hold the relevant account / credentials but since changing work I am struggling to get my hands on the excel plug in installer (as you need to match the credentials with the administrative approval). Can anybody be a smashing individual and be able to...
Pulling Data from Morningstar w/ VBA - Also the Defense Sector...
Hi, I was wondering if anyone is familiar with pulling data from Morningstar via VBA in excel. I'm trying to create a rugged comps model without the use of a Bloomybergy and was wondering if anyone had any insight... Secondly, XAR up 20% YTD. Who else likes defense names this year?? I feel like they...
Get a desktop or laptop set up for financial modeling at home?
Hey team. I'm a first year associate, working on getting extra reps in and considering a set up at home. Would anyone recommend purchasing a full desktop (large screen) set up or a laptop (14 inch screen, considering the Lenovo ThinkPad X1 Carbon)? If so, does anyone have any recommendations on...
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Excel Modeling Test for analyst at a equity/debt shop
Hi there! I'm interviewing for the capital markets analyst position at a equity/debt shop (JLL/CBRE/C&W) and was told to come in for an excel modeling test after 2 interviews. Came from a non-finance background but had 2 internships with IBD and PE . Wanted to know what I should expect in the test....
Debt Repayment Step Up Question
Hi All I recently received a term sheet which stipulated 25y amort for the first 3 years (simple enough) and then "after year 3, the monthly payment will annually step up to payoff the loan in 20 years" (see yellow highlighted instructions and cell D58 where the different amort period begins). I am...
online excel/modeling programs for undergrad summer.
hello all, taking a break from studying for finals and had an idea that came to mind. I'm finishing up my freshman year in the Business Honors Program at a flagship state school not considered a target or semi, but has an incredible network and strong amount of alumni in IB . I know I'm going to...
Common Identifier Between S&P and Moody's Excel Plugins?
I am working on a dashboard and was curious if anyone knows of any successful way to bridge between the two with a common identifier? I have had modest success with pulling ISIN from CapIQ then truncating it down to get the CUSIP-6 that Moody's uses as an identifier in their formulas... However, I...
Modeling Value-Add Apartments
Hi guys! As many of you know, multifamily caps are extraordinarily low in Manhattan and the surrounding boroughs. This holds true for properties where the majority of the units are rent stabilized. However, these types of properties provide a value-add opportunity for those that wish to hold for the...
Excel: Exporting Excel graphs/tables (with borders) to Word
Dear all, I'm new to this forum and also to investment banking - so this will for sure seem like a novise question. I'm looking for some tips on how to export graphs and tables from Excel into word and don't ruin the formatting, and still have borders attached above and below the graph/table. Please...
MS Excel Question: How do I modify the default size of the excel 'find' window?
'not sure if I am the only one not in the know but I feel like this issue is a rather basic one. In excel, the find window (ctrl+f) always opens up in a default size. Even after I modify the size by dragging a corner with the mouse, the next time I do a search the original default size is restored....
Favorite Excel Shortcut(s)?
To clarify, I'm not looking for lists of helpful Excel shortcuts as those already exist. Are there any specific shortcuts that you have found, looked up, or hard-coded that you enjoy using?
Best financial modelling accreditation??
I was wondering what would be the best program/course you can do that will give the most respected accreditation(i.e accepted by recruiters/ IBs /employers) for financial modelling .
Calculating IRR of cash flows with terminal value
I have a project with an initial outlay (Year 0) and 10 years of forecasted positive FCFFs and FCFEs. After 10 years, I use a Gordon/Perpetuity Growth Model to determine Terminal Value. I built DCF model and discounted FCFFs with WACC (to arrive at Enterprise Value) and FCFEs with Cost of Equity (to...
Excel reference showing wrong value
So how excel isn't showing the correct amount when I reference my debt schedule in my model. The debt schedule value calculates correctly but when I reference the debt schedule from my cash flow statement it show the wrong number. I attached pictures.
PIMCO Business Development Associate
I have an interview this Thursday at PIMCO and am curious if anyone has any insight to what is on the Excel and written assessment. I do not know VBA programming however am well versed in the other aspects of excel. Please help me if you have some tips as to what to study for this assessment.
XIRR Excel Question
So, I consider myself pretty decent at Excel, and I cannot figure out what's going on here for the life of me, and neither can my two associates... I am using an XIRR function which is working fine, except for when it should be returning a negative IRR it's giving me a #NUM error. Here are the dates...
Is a Microsoft ‑ Surface 4 sufficient for MBA classes?
I am beginning my MBA in the Fall (ideally to get into investment banking) and need to get a decent laptop for the 2 years. I don't need a ton of features or memory (I rarely use my old laptop today). The Microsoft Surface 4 looks portable, easy to use, and if I buy the keyboard, functions like a...
Model driver with accelerators
I am building a financial model and need help with how to accelerate revenue drivers without doing it manually. What I am trying to do is build a revenue schedule where a piece of equipment is added on a start date and then based on the accelerator an additional piece is added every Nth month. What...
VBA/Macros
Hi Gang, So I'm trying to learn VBA for excel. While I hear it is not really THAT complicated I am having a hard time trying to find examples of how VBA in excel would simplify certain excel processes. If anyone uses VBA or Macros what do you use them for in a acquisition model or debt or equity...
Bloomberg Excel Add-In options contracts format
Hi, I have a quick question for you guys. Is this a valid format for options contracts: =BDP("NKE US 04/15/2016 C62.5 EQUITY", "PX_ASK")? Don't have access to Bloomberg right now but need to show an Excel add-in/API example for an interview... just want to make sure the formulas are right before I...
Any thoughts on this corporate finance job based on description?
Thanks! Overview Sales & Marketing Financial Analyst supporting Oral Care, Private Label, Loyalty, and Household Brands Roles/Responsibility Summary: Proactively deliver relevant, actionable financial information/analysis and recommendations to the sales and brand organization/platforms they are...
Learning some basic coding on your own?
I have been quite interested in learning some coding on my own, specifically thinking about VBA to further enhance my excel skills. Although I do not necessarily need to know programming in my job, I thought knowing VBA might give me more ideas as to how certain processes can be improved. Also, I...
IB: Windows Version and MS Office Version?
To the bankers out there, which version of windows and which version of MS Office are you currently using at the office? I'm getting ready to hit the books with the modeling and I want to make sure I'm practicing on the right stuff. Thanks.
IF Statement Problem
I use IF statements for balance checks on my balance sheet : =IF(Asets - Liab. = OE, "OK","NO"). They all add up but for some cells, I'm getting the false value ("NO") even though A - L = OE (or A - L + OE = 0). What gives?
Please help me figure out the financial model I need.
I'm in school for my MBA , but right now I am in need of a portfolio optimization tool for a hobby of mine. I'm just not sure what to look for. I think the easiest thing to do would be to describe what I need and hopefully someone can tell me what I need to look for. My goal is to be able to find a...
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