Hey guys,
What books/training packages would you recommend for learning how to use Excel in a more professional manner as would be required for an Equity Research Analyst?
Also, is EViews widely used in ER at a professional level? I know that it is required for us as students to do our projects, but is there any other better substitute for this software which is preferred by ER-analysts? Should I also consider specializing in this software?
thanks
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Breaking Into Wall Street's "excellence with excel" tutorial is fantastic.
I've never heard of that software package
Stuff like training the street is helpful, but it won't take you all the way home
At least when I took it, tts dealt with annuals only and modeled revenue top down- research is about quarterly earnings and people like to model revenue bottom up
Get your head around non gaap adjustments (and think critically about what management is trying to have you ignore)
In terms of excel skills: I make extensive use of things like dynamic named ranges and VBA However, that isn't totally universal - some people build models that would have worked in excel 95 or whatever
Bradmass, could you explain more what you mean by top down vs bottom up models? thanks!
What are the best Excel prep books available? (Originally Posted: 04/14/2007)
Can anyone recommend a book they have personally used to help them with their excel skills??
Especially any excel-prep books with a focus on financial modeling?
Thanks!
isnt bad
http://tinyurl.com/279nfk
was given to me prior to SA training by the top 5 BB i worked at last summer
Do I have to be prepared in using EXCEL? (Originally Posted: 04/28/2013)
Hi dudes, I wonder if those successfully got a job in the banks had exercised on using EXCEL. I know that the bankers really do use EXCEL in most of time but don't know how deep it is. Do I have to get skills on VBA or macro such stuff??
Basic level of VBA is useful. I don't use it to drive the model, but to complete repetitive tasks.
thanks for the comment :)
You definitely have to brush up on your excel skills. There are a lot of great online places to brush up on your skills. Check out: http://www.wallstreetprep.com/, http://www.wallstreetprep.com/blog/excel_resources.php, http://www.wallst-training.com/self-study/courses.html, http://wallstreetexcel.com/why-wall-street-excel/
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