Tools of the Trade: Pro Tips
Starting this up to compile best-in-class list of banker tools and pro-tricks:
- Macabacus Dot com -- best online resource for financial modeling (hands down). Most of it probably too advanced for banking, but sets the industry standard
- BamSEC Dot com -- best way to browse filings -- even if you don't pay for it
- Mergers & Inquisitions -- good general investment banking guides and some good PE content as well
- StreetOfWalls Dot com -- good LBO interviewing & practice materials
- LogoIntern Dot com -- best online logo resource (finding and formatting logo slides automatically).
What else belongs on here?
For the folks at smaller shops without access to proprietary Excel modeling tools. The Turbo Training the Street (TTS) plugin is fairly good for Excel modelling hotkeys / formatting if your firm doesn't provide you with a similar add-in (I'm using it while I wrap up business school).
I haven't babymonkey357 - honestly, should have used logo intern in the past but just didn't know about it. I've generally just used SEC EDGAR for filings, you can also get the same excel download there. The advantage of BAM SEC seems to be the ability to search across company filings, and I honestly just haven't needed that functionality in my prior roles. As far as macabacus add-ins, I think the TTS plugin is probably comparable.
For charts in PPT, I've used the thinkcell plugin as well. It's aggravating in that it seems to suck up processor speed (slow to move around), but relatively intuitive from a user interface perspective for formatting.
Smh, apparently most analysts don't even do anal