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 Excel and PowerPoint fluency to complete basic tasks accurately without fighting the software. Focus on the practical skills below so you can learn the firm’s methods faster once you arrive.

Author: Michael Harris Updated 4 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 than on whether their work is accurate, consistent, and responsive to instructions.

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