Basically the title, i'm about to start at a BB in Europe (don't think I will follow a training course though) and was wondering which are the minimum basics so I don't look like a complete idiot within the first weeks. I have some experience with xls functions, in ppt I've always worked on existing templates and suck at creating something from scratch. Any advice is appreciated
| +216 | UBS Accused of Favoring H-1B Workers While Cutting U.S.-Born Employees | 51 | 15h |
| +109 | IB Energy Drink Tier List / Ranking | 72 | 23h |
| +105 | ONLY THESE BANKS OR YOU STRUCK OUT | 33 | 14m |
| +91 | PJT M&A Group Selection 2026 | 14 | 18h |
| +51 | Feedback for internship first desk at IBD BB - personal fit, "don't be too confident" | 29 | 20h |
| +50 | Firm Thinks I'm Lying About Offer | 18 | 12h |
| +31 | Stay at Weak Dealflow Team or Lateral? | 7 | 22h |
| +30 | Does BofA still pay its associates rat pellets? | 15 | 20h |
| +27 | Rogo AI | 6 | 8h |
| +24 | Indiana University Fraternity Pipelines | 13 | 19h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Excel: sumif(s), countif(s), v-x-lookup, index & match, RRI (for CAGRs). Think about functions that help condense large sets of data. For example, turning a trial balance into a P&L, or a P&L into a summary P&L. It's not complicated formulas that make it happen, just proper organization and tagging that will allow the formulas to work. Additionally, consider that your work will be heavily audited and overly complicated formulas aren't always conducive to that (i.e. index/match). When summarizing across tabs it's good to get into the habit of adding excessive "Check" lines that when working should 0 out and will otherwise call out errors.
PPT: If you can get good at Slide Master, you can gain a ton of efficiency. Particularly with CIMs, if you invest time upfront creating a clean template it makes the iterations so much easier and allows for formatting consistency. Try creating a title slide, various content slides (i.e. 1/2/3/4 exhibit versions), section dividers, etc. Each slide should have consistent boxes for title, sub-title, bullets (including sub-bullets), footnotes, etc. In terms of formatting/content ideas, STEAL STEAL STEAL. Leverage past work, investor presentations from public companies, and any/everything else you can find.
To be clear, I don't think this stuff is critical to know as an intern, but since you asked...
Quisquam odit ipsum atque recusandae. Adipisci pariatur consequatur rerum. Quo voluptatum adipisci blanditiis tempora inventore.
Et sit debitis fuga nostrum omnis officiis sapiente. Molestias aut reiciendis et unde. Non atque enim maxime qui. Nesciunt aut aut vero error. Voluptatem officiis ad a expedita voluptas.
Fugit et et in ipsa aliquam quia amet quia. Dolor iste error natus dolores quis harum. Cupiditate porro voluptatum qui debitis. Sed molestiae dignissimos sunt veritatis perferendis error quas. Et animi praesentium vel et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...