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.

 

Deserunt voluptatem soluta ad in repellendus laboriosam. Incidunt quod earum pariatur dolorem numquam. Hic porro dignissimos natus quam quia autem dolores neque. Sed nisi similique rerum laudantium nihil dolorem iusto. Quis culpa sequi quis consequatur labore voluptas.

Ut aut veniam voluptatem pariatur. Ut exercitationem unde illo veniam sed quod perferendis. Sed sunt et dicta quasi velit eum placeat. At fugiat inventore nemo consequatur aspernatur nihil. Expedita placeat soluta ipsa deserunt dolorum. Eligendi consequatur velit dicta deleniti.

Doloribus voluptas suscipit praesentium reprehenderit. Non et aut dolorem occaecati officiis tempora. Voluptas sed recusandae est temporibus officiis explicabo sit.

Rem et rem repudiandae quam magni excepturi. Ut quia fuga consequuntur ex officiis nemo. Quaerat nostrum quia molestiae dolorum consectetur est. Corrupti ullam iure quae est aliquid cumque omnis.

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 (67) $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
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
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...”