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JV Modeling
Hi Folks, I just received contradictory information from 2 sources and I thought you all would be best to clear it up. Do you include the equity contribution(cash outflow) in a waterfall model in year 1 or year 0?
Office 365 2016 - FactSet & Bloomberg Add-In
I just want to give a heads up to everyone. I've recently went through the process of upgrading to Office 2016 which was a hassle in itself, but that's a different discussion. If you use the FactSet add-in or the Bloomberg add-in do not upgrade. The add-ins are not compatible with Office 2016 at...
Performance Measurement
Any advice or practice materials for an Excel test for an analyst role? Just wondering what I should focus on to best prepare for a small modelling assignment for a Performance Measurement role.
Solutions to Common FactSet Problems
Considering the number of people complaining about FactSet on these forums, I thought I would start a thread to provide people with solutions for some of the more common problems. Despite the large number of FactSet users that are out there, it is surprisingly difficult to find solutions to common...
Pre-Summer Internship Skill Grinding Help
Hello. I apologize in advance for the length of this post. I'm a junior economics major at a top-60 nationally ranked college in New York City. I am interested in the JP Morgan Corporate Analyst summer internship and I'm thinking about applying before the deadline in March. I have a 3.5+ GPA and...
Urgent: need help with VBA
I have a list of about 5000 investors and need to create a new sheet with the names, contact info and description of the investors who have the keyword 'debt' in their description. How would I go about doing this?
Alt E S V Not working. Should I kill myself?
New version of Office 365, just updated to Win 10. The Microsoft "Access Shortcuts" (eg. ALT ESV, ALT I E, ect) now only work when pressed in a ridiculously fast succession. Pressing ALT alone no longer brings up the menu navigation. Going at my normal speed, I keep pressing ALT ESV and am...
Excel Technical Problems
I figured I'd post this since most in the industry use excel every day. Two problems: I use a laptop with windows 8. When I was adding columns to a worksheet, I pressed (Fn)+ F4 to add a ton of columns. My laptop requires me to press the Fn key to freaking use any of the F# functions. I don't know...
Finalta London - Excel test+interview insights
Hey guys, I got an Excel + writing test with Finalta coming up in 2 days, what to expect? What're the question types: for example, do I need to do the ppt based on the Excel (e.g. find a problem & answer 1 question), or it's just sending back the .xsl to test how good you're at certain tech tasks?.....
GETPIVOTDATA Help
I have a massive pivot table full of data with respect to NGL trades my firm has completed and am linking the data cells from the pivot into another workbook. I found a way to automate the dumping of row data but for some reason I'm having a hard time automating the columns. The formula currently...
Excel - Quick Question
Is there any way to "unlink" two spreadsheets? I am not having an issue with cell values being linked, I just want the two spreadsheets to stop opening up together.
Excel Wizards - need help with graph
Is it possible to have a stacked bar and a normal bar next to each other? For instance, have 1, 2, 3, 4 as values, want to have 1, 2, 3, stacked in one bar with 4 next to it another bar...
Wall Street Training Bundle on StackSocial for $99
Has anyone purchased this? Not sure if it's actually a real sale or just a watered down version of the real thing. Wall Street Training seems to have a good reputation. https://stacksocial.com/sales/fundamentals-of-wal…
Financial Modelling Definition
Could anyone explain what exactly does financial modelling encompass? I have seen a lot of posts referring to DCF , M&A , and lbo models , but are comps also considered "models"? And are there other types of modelling, e.g. are financial statement projections and (levered) free cash flow projections...
Updating formulas from CapIq to FactSet
Our firm is changing its subscription from CapIQ to FactSet. An MD gave me a task of updating one of our model's values from CapIQ to FactSet. He mentioned that he didn't want the values to be very different from one another, because of other concurrent project that pulled information from this....
Offset Vs. Choose functions
Ok excel junkies, can I get a definitive argument for why you would use the "OFFSET" function and why you would use the "CHOOSE" function? Thanks.
Loan Expense and tying it into the entire model
Basic excel question but I am stumped - I'm not sure if I am having a brain fart (plus i've been in the office for 14 hours at this point) Assuming a 65% LTC how do I tie in the expense of the loan when it is based on the overall expense of the project without receiving a circular reference? Thanks
Switching to PC
Hey Everyone, After 10 years with apple I've decided that I can't keep buying computers that can't even run excel properly, and I've decided to get a PC (laptop). Not too concerned about money, but wanted to get some suggestions for computers in general, CPUs, Hard Drives, etc. Also, looking to make...
PE Excel Test
I have been meeting with a PE firm and they are now bringing me in for an "analytical test" which I take for an excel model and maybe starting with Argus. They specialize in lending on transitional CRE . I wasn't given any guidance as to what I should be expecting with the exception of the invite...
Backsolve NPV with LTGR
Hi - Just backsolving DCF with given total NPV and WACC . How can one integrate a LT growth rate in the formula? I.e. NPV * WACC and? Thanks
Free Cal Poly Pomona Excel VBA programming course, open enrollment until April 5, 2015
In case anyone is interested in buffing up their excel skills, Cal Poly Pomona is offering a free online VBA programming course. The signup deadline is April 5th, but it looks to be an excellent course, and you can't beat free....
Excel knowledge in S&T
Hi everyone, I am going to start an internship in S&T this summer. How much excel knowledge do I need? I have very little knowledge in excel (know nothing about vba/some other functions). What would be the best resource (books/websites) to learn from scratch? Which version do you use in the office...
How do I solve this stupid chart?
Ok guys here's the deal, I basically have 3 rows/colums: X axis - Hour Y axis - Volume Y - 2 axis - Price Now here's my request, I know how to have two Y axis problem is I don't know how to separate them. Basically they kind of overlap each other when I don't want them and it is necessary for me...
Dynamic Axes on Excel Chart
Figured I'd pose it to all you Excel wizards. I have this excel sheet where I enter data row by row, maybe a dozen or two rows a day. There is an associated chart displaying the data. Right now I have to re-format the axes whenever I add more data to make everything fit nice and snugly. I've tried...
CRE Analyst - What I need to know for Excel
I am trying to land a position in Commercial Real Estate -- Hotels to be precise, but i'm not gonna be picky for the short-term. I have been trying to re acquaint myself with Excel again: so far i'm working on PivotTable, IF and Vlookups. I understand the likes of BIWS, WSP , etc but I have a few...
Vacancy loss formula
Have you guys ever modeled things and incorporated parts of a template, but had no idea what the logic was behind some of the parts? I'm incorporating a vacancy/rollover into the expected revenue. Building in a 25% chance of 6 months of down time in the year, I have ((new rent*size)/12)*25% chance...
Deferred maintenance cost in a valuation
If you were building a model for a 250,000 sf apt building, where exactly would you include a deferred maintenance cost of 50m, and how would that be paid for (would it require a loan that is amortized over x years, etc)? I'm trying to value the property, but am kind of lost with this big DM cost...
High GPA economics major but internships aren't in finance?
I go to a large state school in the South ranked around 50th overall. I am a business economics major with roughly a 3.89 GPA. The past two summers, I interned with large-scale corporate retail buying and merchandising thinking I'd go into marketing or related. After actually taking finance and...
Practicing financial modelling skills Excel
Hi all, I was wondering whether you know about some resources that provide some spreadsheets (DCF models, lbo models etc) or something similar that I can play around with and improve my modelling skills? I'm aware of the fact that WSO /WSP offer full packages of this, but I don't need an entire...
Physical Trading House - Excel Test
Hi guys, I'm interviewing with a large physical trading house (think Glencore), and pretty much cruised through their 1st 3 rounds. However I could be possibly stumped on the next stage, which is basically a 1 hour "Analytical Excel Test".
Excel valuation of stock in practice. PV( ) function
Hello, so there is this little guide on how to value a stock in excel using the =pv( ) function, See this link please on investopedia 1) Would this procedure actually be used in practice? Or is it just a theoretical approach? 2) Where would you get the figures from for expected profits of a company...
PowerPoint Shortcuts & Tricks
Excel shortcuts are vital to success and survival in the investment banking world (whatever your own definition of "success" may be). From day 1, monkeys' mouses are unplugged and keyboard shortcuts are memorized. One thing people often forget to mention as a necessary investment banking skill --...
Excel Operating Model for multi-segment company
Hello, I am analyzing a public company operating at 3 Segments, one of them is "Corporate". Is there any excel template or best practices I can use in order to correctly analyze the COGS and finally the EBIT for each segment? For example, should I enter all the 3 segments data in one Sheet? Or...
zero Excel experience. how long to self teach modeling?
My experience is all on the development end (permitting, project management, leasing, etc..). I want to become more involved in the acquisitions side. Company will not pay for any training so I am on my own. I went to library and got a couple of how to books on excel and ordered Brueggeman's finance...
Excel Help Please - so frustrated
I've been using the same formula for years, but it has decided not to work today for some odd reason. Is it a setting issue on excel? (using 2010 excel). =if(iserror(vlookup (A2,data!A:C,3,false)),"",vlookup(A2,data!A:C,3,false)) The issue is that the "A2" in the first argument and the "A2" in the...
Evaluation & Excel Test for Risk Analyst Role
I have an evaluation and Excel test to take for an entry level risk position at a BB . How should I prepare for the evaluation and Excel test? For Excel is VBA important? I am concentrating only on LOOKUPs and general keyboard shortcuts.
Best valuation & excel resources for financial analyst work?
Hey guys, I am looking to prepare for financial analyst work. Does anyone recommend a self study course on valuation with excel modelling training? (preferably something free or easy to find on torrent sites)
Learning Excel / spreadsheet techniques for portfolio analytics and operations
Hi All! I'd like to learn a bit more about all of the modeling and MS Excel based spreadsheet portfolio calculation, analysis, and optimization tools that investment managers use in their portfolio accounting, risk management, and pricing / valuation of positions processes. Something like what Wall...
Financial Modelling Certification
Hello folks, I'm interning at a boutique in Europe and about to graduate from a M.Sc. in Finance, I thought it could be of interest to find some sort of certification for my Excel skills. What do you guys think? Anyone has experience in that domain? I googled the thing but most of results looks like...
Books for learning Statistical Analysis in Excel and MATLAB
I am going to intern in global macro quant fund and have some past experience using MATLAB but I have no experience with statistical analysis in Excel or MATLAB. Anyone knows what books are best to learn statistical analysis and modelling on Excel? Cheers!
Pipelines
Hi, Can someone direct me to a template or information on how to value oil pipeline companies? This means big time to me. Big time. Thanks !
Excel templates for watchlist/journals?
I currently have 200+ stocks to track and am getting overwhelmed to become an efficient trader. I realized to start keeping track of each stock better, I need to start organizing and creating a spreadsheet of everything that is going on a daily/weekly basis. I was wondering if there are any...
Trading Assistant Excel Skills?
Just wondering what those of you who've had this type of position have needed the most when it comes to Excel . I have basic skills, but nothing more. However, I can teach myself things pretty quickly. Have made a few contacts in this area and have a few things potentially in the works and I just...
Do people use Name Fields in IB
Do people use the name fields in excel within formulas? I can see it going both ways. I can imagine an associate flipping a Shit when he sees average (Cogs) as opposed to E7:H7. But at the same time it might be more helpful if there is a name in the cell that makes it more obvious what you are...
Excel Help! At a complete loss.
Alright fellow monkeys, so I'm stuck in a portion of an excel test that I need to finish by the end of day. I've been poring over Google and the spreadsheet for the better part of the last 2 days, so I'm hoping someone here may be able to help me. I'm trying to write a single formula to average...
Best Excel Tutorial
Currently serving in the US Army overseas and will likely be applying to b-school this fall. I've got a little downtime before b-school apps get released and I want to improve my ability to use Excel (eventual intent is to pursue a pre-MBA internship in IB). Any recommendations on a decent tutorial...
Linking Excel exhibit to Word and PowerPoint
Anyone have a suggestion on how to link an Excel spreadsheet to Word or PowerPoint? I always copy my exhibit / graphic from Excel as a picture and then pasted as an enhanced metafile into my destination sheet. Needless to say I've become extremely frustrated with constantly having to go back and...
Excel Stuff to Learn Before Your Summer Starts
I'm no Excel expert by any stretch of the imagination, but here's a brief discussion of things you might want to familiarize yourselves with before starting your Summer Analyst stint. Please feel free to add to this list -- I know I could use some Excel training too! With that out of the way, let's...
Does anyone know how to do this in excel?
I need to do the following: I have a large list that is categorized by font color (already color coded). I need the cells adjacent to the list to be automatically categorized based on the color of the cell next to it. For example, lets say my first three rows are: Row 1, Column 1 (in red font) Row...
Should MS Office or the individual programs that one is proficient with be listed on one's resume?
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