Excel skills needed for AM Internship?

Hi, I'm recruiting for summer 2027 AM internships and am wondering what technical skills/modeling knowledge would be helpful to familiarize myself with for interviews (apart from basic 3-statement modeling and DCFs). Any insights?

572 WSO Academy Asset Management Session Reviews: 4.80/5

Rutgers University-Newark

Class of '18 Nov 2026 Cohort

5.00/5

Asset Management Other

“I recently met with Chris Riggs, a Mentor at WSO Academy, and came away with a much clearer picture of the path ahead. He explained how the internship is structured and what it offers, then pointed me to specific resources to review beforehand. He also walked me through how to write an equity research report and how to market myself to companies once the internship is complete. His advice was practical and directly useful given my background in corporate actions and fund operations. Thank you, Chris.”

Class of '29 Sep 2026 Cohort

5.00/5

Asset Management Mock Interview

“Today’s session was amazing and incredibly useful. My mentor was a massive help with both networking and interview preparation, particularly for my ongoing HSBC programme application. He helped me understand how to approach networking more effectively and gave me valuable advice on preparing for the next stage of the recruitment process. I really appreciate the time and effort he puts into helping me, and I left the session feeling more confident and clear about my next steps. As always, he was very kind, approachable and easy to speak with, which made the whole experience even better.”

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Excel skills needed for AM Internship?

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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Excel skills needed for AM Internship?

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