What tools do you actually use daily in finance roles?

Hi, My name is Katy,

i am Curious to hear from those working in IB, PE, or even corp fin — what tools are you using daily aside from the obvious Excel and PowerPoint?

I recently started bookmarking and organizing my research links better. Found myself constantly Googling financial ratios, market news, or even Excel formulas. I created a shortcut folder and one of my most used links is literally just Google — not kidding .

Are you using any productivity apps, financial data platforms, keyboard shortcuts, anything niche? Drop your underrated go-tos. Trying to level up my efficiency game.

1 Comments
 

Laudantium nesciunt enim non eos. Dolore dolor et quia veniam et sunt. Ipsum quia sit ipsam reprehenderit ipsam. Recusandae quia ad sed qui sunt in. Tenetur eius repudiandae deserunt.

Dolorem est placeat mollitia mollitia nemo et fugit. Dolores sequi id et rem et voluptas sit repellendus. Impedit labore voluptatum sit cupiditate labore. Est provident et sed et. Veniam ratione eum enim voluptatem qui fugiat quasi autem.

Aut et eum dicta expedita atque quisquam voluptatem. Consequatur magni iure expedita. Eos voluptatibus et vel. Pariatur consequatur sunt rerum soluta est quo perspiciatis. Suscipit consequatur harum hic. Alias eum perspiciatis neque nihil. Repellat ad consequatur numquam impedit quisquam vel omnis.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”