I’m a few months into my role as a Financial Analyst working in Debt Capital Markets, and I’m looking to level up my workflow, efficiency, and market awareness.
Would love to hear any tips, tricks, or habits you’ve picked up along the way that help you stand out and stay sharp. A few specific areas I’m trying to improve on:
🔹 Excel: Formula speed, formatting shortcuts, or modeling hacks
🔹 PowerPoint: Clean formatting tips, layout shortcuts, or quick visuals
🔹 Outlook: Calendar management, search hacks, email templates
🔹 Windows: Keyboard shortcuts or time-saving multitasking tips
🔹 Bonus Points:
- How you remember key deal metrics or borrower profiles off the top of your head
- Best ways to track or anticipate rate movement (especially with a DCM lens)
Open to all suggestions — whether it’s a tool, a mindset shift, or a workflow trick. Appreciate any insights!
read the news. if you work in DCM and don't have an opinion on where rates are going and why you are shit
A.CRE excel plug in + Wall Street Prep intro to excel course (shortcuts)
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