Urgent**Please help advise confused IB SA

Hi guys! Any tip on how to improve excel skills? Thanks a lot!!

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Comments (11)

May 12, 2015
  1. Breathe. You won't have too much downtime for long.
  2. If you do have free time, go Google Excel shortcuts. My favourites:
    CTRL + R, Copy cells right
    CTRL + D, Copy cells down
    ALT + =, SUM (Excel tries to determine if it's cells to the left or above)

Look for windows of opportunity (read: when the other analysts / associates / staffer aren't swamped) to ask to help.

May 12, 2015

Thank you!! :)

May 12, 2015

Hi guys, I just finished my sophomore year and just begin my internship (quite early) at a boutique IB. This is my first time working and I am a bit lost how I should make the most out of my internship. It is a small office but they have very good deal flows and everyone is very busy. On my first day I just sit and read some analyst training stuffs and help an analyst update excel. However, he told me I did that very slowly so how can I improve my excel skill? (eg. Shortcuts/ format/ vlookup) and powerpoint skill for IB? Should I take a crash course? Any resource out there I should take a look? I know I have to do most of the learning by my own and I have to earn their trust first so I can get more responsibilities. The thing that worried me is everyone seems so busy and I am the only intern. I don't want to just sit and be invisible all day but I also don't want to bother them too much. Please advise. Thanks a lot!!

2015 summer internship

Not to be a shill for Patrick, but the Breaking Into Wall Street "Excellence With Excel" course was fantastic for me. (And, at $99, incredibly priced compared to the other $299 courses.) The videos were good, but the printouts and guides were huge, as were the "after" excel files. I keep the Quick Reference Guide and the Keyboard Shortcut Guide by my desk.

May 12, 2015

Start by learning these: http://www.wallst-training.com/resources/WST_Excel...
Then force yourself to stop using a mouse. You will be unbearably slow at first, but if you actually force yourself to only do things by shortcut then you will pick up speed and muscle memory over time.

May 12, 2015

Agreed with CRE, pick up a few tricks in BIWS. Learn what you use most via google. Also knowing vba (how to code) helped me a lot during my internship.

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May 12, 2015

Thank you so much guys!

Jul 18, 2015

Take away the mouse.

Jul 18, 2015

this is pretty decent to get you started: https://www.wallstreetprep.com/excelshortcuts/

Jul 18, 2015

As said above, use all those shortcuts wihout a mouse. You'll be slow the first day, then you'll start remembering each shortcut - until it becomes second nature to use them. If youre dragging a formula (ctrl d or ctrl r) copy them and then use alt esv so you can find the values later on if you need to (Ctrl F). Also, remember that when you press ctrl anad an arrow, it takes you until the last number on that row / column, which makes itt a lot faster than keeping an arrow pressed for about 20 seconds.

Jul 18, 2015

I was impressed by Wall Street Prep's excel crash course.

I'm not exaggerating when I say that it would have saved me an hour or two a day when I was an operations officer in the Army.

May 12, 2015