Comprehensive List of Resources / Tools On the Job
As the year is wrapping up and y’all hopefully are getting some time to breathe, wanted to compile a list of some of the most useful websites / tools I use in banking. Feel free to comment others that you use and I’ll try to update the original post to keep a list going to hopefully make this life slightly better.
US Company Filings: BamSec. By far the tool I use the most. Great for sourcing specific figures or quotes in Excel. The Similar Tables feature is also a godsend (i.e. select a table that lists out ARR, and you can see the same table in previous filings). Pretty useful search feature as well to go across transcripts + filings.
Spread screen shot of a data table into Excel (quickly): Grabsheet. This is a new tool that I think came out this year and has saved me so many times on tight deadlines / get the boring work done in the background. Unlike a lot of free PDF to Excel converters out there, this one lets you upload a screen shot of just the table you need (or multiple at the same time) and will put that into a formatted Excel file in ~30 seconds.
Logos: LogoIntern. First started using this during a summer internship, but this is a great way to quickly put a bunch of logos on a page. The paid version comes with a PPT plugin, and lets you re-order alphabetically and resize things on the page. The logo search is fast and the tool feels really well built.
Voice / Audio Transcription: Otter.AI. Has your associate ever asked you to transcribe a 3+hour audio file that hasn’t been transcribed yet by FactSet, CapIQ, or anywhere else on the internet? Otter.AI let’s you upload audio files and on the free tier will transcribe up to 40 minutes. It’s generally pretty accurate and fast, and is the best I’ve found so far out there.
Icons / Pictograms: NounProject. Huge library of icons for almost anything out there. I know there’re quite a few sites that are similar, but have personally found this one to be the quickest / has the biggest diversity of icons.
Formatting Excels on your home setup: Macabacus. If you are ever building out LBO’s for some reason on your home laptop under crunch time (maybe sometime during Q3), and don’t have access to FactSet plugins or the custom Excel macros your firm pre-installed, Macabacus may just keep you from going completely insane. Probably the most helpful features from this are the formula source tracer, auto-color cells, PPT export graphs / tables, auto number formatter ($, %, 0.0x etc.)
good stuff, thanks for sharing!
Good post, thx—Helpful tools/resources list - I’ll have to check it out.
Kutools Add-in for Excel and Word is a gamechanger for me
College kids probably aren’t familiar yet but Adobe Acrobat DC Pro ($19.99/m) is too, and should be a mainstay on personal computer (in addition to work)
Thanks for this, if you could edit your post and add the following to the original post that'd be great.
PowerPoint tips:
Flaticon and Noun Project - these websites
give you access to thousands of icons you
can't normally find
Pinetools - allows you to change the color of
the icons from the above mentioned
websites to whatever color you need so they
match your PowerPoint. Make sure to set
sharpness to 100 and lookup the Hex # for
the color
Presentationgo - Website with many
templates you can use. For example, just
search "arrows" and it will show you options
you can use for sides
Slidego and free-PowerPoint-templates-
design.com - Similar to above mentioned
website.
anyone have a good resource for banker shapes online? Pre-made PPT shapes to jazz up a CIM...
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