Excel and PowerPoint Skills to Learn Before Your Investment Banking Internship

You do not need to build a merger model or design a full client presentation before your internship. You do need enough fluency in Excel and PowerPoint to handle basic tasks accurately without fighting the software. Focus on the practical skills below so you can pick up the firm’s methods faster once you arrive.

Author: Michael Harris Updated 5 min read

Set the Right Standard: Accuracy Before Speed

Investment banking analysts use Excel for financial analysis and PowerPoint for client presentations, often called pitch books or decks. Interns are usually judged less on advanced techniques and more on whether their work is accurate, consistent, and responsive to instructions.

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