How to Excel: Joining as an Intern at Debt Fund

I'll be joining as an analyst intern at a Debt Fund next week. I wanted to ask about what I can do to excel in my role and any last-minute things to brush up on?

Currently reviewing underwriting guidelines, basic CMBS, excel models for pro formas, and general real estate knowledge. 

Appreciate you guys! Thanks!

6 Comments
 

Few things below if you want to "stand out" (really not too important)...

Outlook shortcuts (***very underrated)

PDF shortcuts (at a high level - probably mainly edit pdfs, setting up signatures, comments, presentation mode, find / advanced find)

PPT shortcuts

Excel Shortcuts / Excel Navigation (goes hand-in-hand) / Excel presentation (print to pdf, margins, copy row titles, etc.)

File Explorer Shortcuts

Emails - first day, read through the email traffic and see how people write/communicate (message structures)

 

Also, keep a log on what you're working on / learned / deals you've actively contributed to

 
Most Helpful

InflationHedgeCRE

Few things below if you want to "stand out" (really not too important)...

Outlook shortcuts (***very underrated)

PDF shortcuts (at a high level - probably mainly edit pdfs, setting up signatures, comments, presentation mode, find / advanced find)

PPT shortcuts

Excel Shortcuts / Excel Navigation (goes hand-in-hand) / Excel presentation (print to pdf, margins, copy row titles, etc.)

File Explorer Shortcuts

Emails - first day, read through the email traffic and see how people write/communicate (message structures)

Cannot stress how important it is to read every f’in line of an email you are sent.

You may have come across RTQ in high school (read the question), well RTFE (read the fu-ll email ;))

It sounds easy and simple, but Way too many interns and grads skim over things too quickly or read the first two paras and miss key parts pertinent to the task. Some ask questions before seconds after they’ve landed and before they’ve even read the whole email.

Take your time, digest what’s being asked and go back in a considered manner.

 

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