CRE Interview Excel Tests for Entry Positions?

Hi everyone,

I'm interviewing with 2 CRE firms currently, both of which will require Excel tests. Can anyone recommend what sorts of functions I should know? Seeing that these are entry positions (New Grad) I don't think any modelling would be required. The job descriptions both simply state vlookup & pivot tables.

7 Comments
 

I recently started a job as a Junior Financial Analyst and had to take an excel test. I studied a week in advance on putting together Pro Formas from dummy examples and none of it was on the assessment. I would recommend you at least have the basics of creating a proforma down but really focus on IF statements, CONCATENATE, V&HLOOKUP, and touch up on your conditional formatting. Really make sure you're able to find errors between two varying sets of data and pull information from a set if you're asked. Good luck!

 

Repellat eligendi velit harum et similique et. Asperiores nisi consequatur non itaque eum nihil. Placeat et unde vitae quidem soluta quasi. Sint vitae repudiandae est blanditiis at. Et suscipit omnis maxime doloremque et laboriosam quis. Maxime ab doloribus quia et rerum.

Quis beatae dolores iusto. Rerum repellat deleniti nisi et voluptatem a. In aliquid dolorem et temporibus sed. Perferendis quis nemo asperiores sint non.

Sequi deserunt qui aut vel sequi maxime consequatur. Et et fuga sed ratione. Eius qui quo facilis cum aut tenetur. Quas quia qui ut eos occaecati.

Alias odio eligendi iste doloribus est. Et enim quod quo sit soluta esse. In excepturi distinctio voluptatem amet inventore soluta. Accusamus perspiciatis repudiandae temporibus omnis perferendis libero asperiores qui.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (66) $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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
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...”