Top Excel Shortcuts For Finance and Modeling From an Ex-JP Morgan Investment Banking Analyst!

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In this video I talk about the macros and shortcuts that I use while modeling in excel.
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#excel #excelshortcuts #modeling

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22 июн 2022

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Комментарии : 173

@rareliquid 2 года назад

Follow along using the Excel file below ► www.dropbox.com/s/jzeuntjni5x042q/Excel%20Shortcut%20Master%20Key.xlsx?dl=0 Also, if you want to REALLY improve your excel skills, highly recommend either the Excel or Financial Modeling courses at Wall Street Prep! I dug into these courses myself and really like how the modeling course has you dig into real financial statements to build models, which is exactly what I did at JPM. ► gv142.isrefer.com/go/rliquid/rareliquid/ ► Use code RARELIQUID for 20% OFF on any course!

@citrinehills7131 2 года назад

What is the difference btwn wallstreetprep and fe?

@giorgioramba3824 2 года назад

My school paid for the excel course, M&A and LBO modelling. I would definitely recommend it!

@tranthithuytrang6146 Год назад

Thank you so so much!! This is exactly the file I am finding for a long time. Thank you again

@darrelldas1962 2 года назад

This is what i was waiting forrrrrrrrrr!. Thank you so much.

@rareliquid 2 года назад

no prob~

@spencer3487 2 года назад

Super helpful after watching you build DCFs in real-time at lightning speed. Super helpful knowing your thinking behind each keystroke. Thanks so much & keep them coming pls!

@Azizdesign_ Год назад

This video was so satisfying. Thank you

@barryaherne215 2 года назад

Woo, now we have something to link folks to in every stream!

@deborahs.8685 2 года назад

Really useful! Shoutout to you Ben from Singapore, enjoyed your vids, gained a lot of new insights about macro and crypto, took notes as well, definitely helpful for my analyst work!

@rareliquid 2 года назад

glad to hear it's helpful!

@victorlundin5896 2 года назад

Was looking for this comment!

@danielwilson9101 2 года назад

Thanks for making this video. This is exactly what I’ve been looking for

@tharitchaichintawachanon3139 5 месяцев назад

Thank you for your tutorial. It was really useful!

@mattiacampagna2893 2 года назад

I think the best tutorial for modelling shortcuts!! Keep up the good work and hope you continue with these tutorial on Excel modelling. It would also important to see all the useful modelling formulas, for example: offset, index, indirect etc... Many thanks from Italy!

@rareliquid 2 года назад

will be making a formula video in the future!

@The1Narker 2 года назад

In training with WSP now, great company you're working with. Sweet video, thank you for walking through this. Can you do a walk-through of a 3-statment model next?

@eastwood7941 2 года назад

long waited video... thank you

@FepXBL 2 года назад

You’re a great teacher

@hunter4243 Год назад

Amazing video! Thanks a lot!

@meredithsui9532 2 года назад

thank you this is what we neeeed

@gloriapu8598 2 года назад

very helpful! thank you

@shivaniparepally Год назад

Thank you for the video - super helpful! Just curious why the IS has D&A for more years than the CFS does? And why do we take D&A from CFS and not IS? Thanks!

@tomduan2941 2 года назад

4K Excel tutorials. Oh how the times have changed.

@lfastrsx 2 года назад

Thanks! I was going to ask you to do an excel video too!

@andrewrebak9348 2 года назад

Learned a lot! Would you consider doing a synergy analysis with accretion/dilution or LBO vid?

@rareliquid 2 года назад

coming soon in the future~

@ChourPower 2 года назад

Thanks for making this - will come back to this video. What keyboard are you using?

@alterwonders6772 Год назад

wow thank you, now i can have fun!

@GabrielMacari 2 года назад

You could make one video with most recurring use formulas, would be much appreciated. Thanks in advance, you have a solid content.

@jprussel9133 2 года назад

In IB/Modeling it doesn't get very complicated. The most advanced formula is maybe xlookup. it does not get more difficult.

@katele5407 2 года назад

Thank you Ben!

@thebishanmethod 2 года назад

Me after watching this tutorial: Alt How-T-F am I going to remember all this! Practise makes perfect I guess. Time to start today. Thanks for these videos man. As a new Investment Analyst your videos have helped me in my job tremendously. Shoutout from Singapore :)

@rareliquid 2 года назад

hahaha you pick it up fast after some practice i promise

@edoardobarion7208 2 года назад

Got an internship in 3 days, better be fast ahah

@saaads8402 2 года назад

Just an FYI, I learned this by forcing myself to do it in school (Any Excel assignment, I made sure to not touch the mouse). The beginning is brutal cause you'll go really slow/very frustrating, but once you get it, it's muscle memory and you'll HATE using the mouse. Long run it's worth it (till Excel's obsolete). Also alt + D when you're on the internet gets you directly to the search bar which has been helpful.

@monicade19 2 года назад

Very neatly done! Thank you :)

@tianthesin2 2 года назад

No F1 key is the way to go. Good vid!

@20775046 2 года назад

I'm commenting before I start this video. Can't wait to see your shorties

@junaidali2121 2 года назад

Amazing shortcuts💯. Could you make a video on how to build a financial model for the NFT exchange project?

@rareliquid 2 года назад

not really possible atm

@nicolaschen932 2 года назад

Waouh thank you so much for that !

@grundbusiness8826 2 года назад

Thank you 🙏🏽

@ca-indu 2 года назад

Thanks for the video...awesome

@rareliquid 2 года назад

Glad you liked it!

@WeTheMajority 2 года назад

🔥🔥🔥 great content Ben!

@CoryDAnimates 2 года назад

Thank you for showing off the shortcut magic!

@rareliquid 2 года назад

Glad it was helpful!

@theyearofourlord145 2 года назад

Keep up the informative content !

@adioskratos16 2 года назад

This is what I've been waiting for. Take my like sir👍 Love the work man, keep it up

@rareliquid 2 года назад

More to come!

@lryu3251 4 месяца назад

Thanks for the video, can you elaborate the action done from 9'13'' to 9'20''

@azamatsodikov1239 6 месяцев назад

Hi Ben! I hope you are doing well. Thank you for the video. I would really appreciate If you could make a video about the formulas that you used in JP while constructing DCF model. Formulas like offset, or more complex ones. Again thank you for the video, keep up bro. Cheers!

@DS-nq5qf 6 месяцев назад

These are more like easy lookup fucntions. Look for Lambda or similar type of complex or VBA to master Excel !

@yanbingong5638 2 года назад

Hi, these tips are pretty useful. But I still wonder if you can recommend a systematic Excel course series for engineering(computer science) background students?

@rareliquid 2 года назад

hm not sure about this one sorry! think it'd be better to have the youtube community answer this one

@jasonluu6755 2 года назад

Thank you

@lingxiaoyue921 2 года назад

Oh my god this is insane!

@louisliu6584 10 месяцев назад

thank you！

@goodfty 2 года назад

Thanks a lot for this, I appreciate your quality of work.

@rareliquid 2 года назад

My pleasure!

@johnc1873 2 года назад

Wow this is exactly what I needed !

@rareliquid 2 года назад

good to hear

@eddierosario1537 2 года назад

Does Wall Street prep help with financial modeling for people that want to get into equity research

@Klick213 2 года назад

For paste special - Ctrl+alt+v

@leathertoneband8726 2 года назад

Can I know the name of your keyboard, so cool !!!

@rezahakimi5330 2 года назад

Could you also do a PowerPoint Video with shortcuts? I think there a many investment bankers watching your videos 🙏🙏

@zhujifan8910 2 года назад

May i know the brand of the keyboard you use in the video? Thanks

@clementbielle-biarrey333 2 года назад

Because it's an excel shortcut video, here is one more : 7:49, to automatically display the date --> CTRL + ";" ;)

@frankkim2069 10 месяцев назад

What keyboard do you use? Looks v cool!

@robertochanliang1726 2 года назад

For the paste special short-cut, you can actually do crtl+Alt+V. It's smoother than alt+e+s since we are all used to crtl V.

@AdityaKumar-iy3oq 2 года назад

one advantage of alt+e+s+v over ctrl+alt+v is that you dont have to hold all the keys at the same time i.e. you can press Alt > e > s > v in a sequence but you have to press ctrl, alt and v key at the same time. Its a bit more comfortable and baby proof :)

@rareliquid 2 года назад

great alternative i agree!

@oedgarcastro 2 года назад

My Alt+E+S is not working, do you have any idea what is going on? The only way it's working for me is the Crtl+Alt+V shortcut. Befere used to work, but suddently stopped!

@Jayhawkfinance 11 месяцев назад

Is there a specific type of keyboard used in investment banking? I am in real estate finance for a relative's firm and always searching for ways to improve my efficiency

@josephwu5542 2 года назад

Hi Ben!! Rly thanks for introing and going thru this with us. Can I ask if Wall Street prep also provides other data related courses as well (SQL, VBA) etc?

@danielchan5072 2 года назад

I’ve heard people said if u’re an excel-pro, u rarely use the mouse I finally get it now lol Great skills and hard-work behind!

@sameepat3735 2 года назад

Is it okay if you do online course of finacial modelling or you have join a hand on class learning

@edoardobarion7208 2 года назад

This video is lit

@hahajenlee 2 года назад

Plz make more vids like this aaaaa

@rareliquid 2 года назад

will do!

@user-lx3dc3zh3x 5 месяцев назад

@rareliquid, what keyboard did you use in this video?

@VM-rl2ev 4 месяца назад

What laptop would you recommend for excel? Really struggling with my MacBook Air so planning on transitioning to a new laptop..

@CDVC9 2 года назад

Hey man, I am a sub to both of your channels, and I absolutely love your content. I can’t even lie, as a college student, you really have inspired me so much. I just had a quick question and it may sound stupid, but I have a MacBook and the short cuts are not working whatsoever. When I use alt and use a certain key, it just types stuff out in a cell. Do you know if there’s anything in doing wrong?

@ThePsychicProject 2 года назад

the alt chain commands do not exist on mac

@rareliquid 2 года назад

these shortcuts are only for the PC unfortunately

@ralllao7295 2 года назад

My man!

@kevintremblay1653 3 месяца назад

Did CTRL + "." and CTRL + "," get removed as a shortcuts to add/remove decimal places?

@philllee6918 2 года назад

Awesome video! For the ctrl + "." and ctrl + "," to expand/decrease decimals. Is there anything special you needed to set up to do this shortcut. Tried it out on my Mac and Windows, no luck. This shortcut would be be super helpful in my day to day!

@tarunyadav9723 2 года назад

I guess for that to work you have to setup a special macro sheet which by default opens everytime you open excel but reamins hidden.

@rotsch8044 2 года назад

Same here Does anyone have a tip

@derek96913 9 месяцев назад

ctrl alt v is alternative paste special

@jamesstramer5186 2 года назад

The Quick Access toolbar is also pretty nifty for repetitive actions!

@rareliquid 2 года назад

yup i need to add those i used to use them all the time

@josephzenteno8293 2 года назад

What keyboard do you use? Is it linked to a laptop????

@d_15745 2 года назад

Is there a way of getting an internship after being out of school for a while? I have a finance degree and have literally done nothing with it. My resume is full of retail jobs. I have been doing a valuation analyst program, DCF, 3-statement models etc. What can I do? Just subscribed to your channel! Thanks for the content!

@christophermayfield6043 2 года назад

sadly I don't think so. It seems that the bulk of people who intern/entry level are 22 year old schlubs who they can abuse and they don't know any better. You're too wordly for them

@patrickhoran10 2 года назад

How can I find the income statements for companies that show a 5 year history? I can only find the income statements for the previous quarter. Thanks

@rareliquid 2 года назад

bamsec.com is good but only goes for past 3 years. looks at 10k's not 10q's

@jathinkaithavalappil1118 2 года назад

Make a video on tumbrules to follow in dcf

@rareliquid 2 года назад

great idea for my next excel video!

@Brian-tp6yz 2 года назад

Can you give us the details on that keyboard thooo??

@_d0ser 7 месяцев назад

CTRL+1 is faster for formatting changes.

@alexrosen8762 Год назад

Great stuff! Thanks

@Imagine-88 2 года назад

Please do an analysis on $PSNY (Polestar automotive)!!!

@WhatExitStrategy Год назад

where did you get the IS for amazon that's from 2013-2021? 10-k shows into 2027.

@zacleongzehao7285 2 года назад

just curious on why you switched from financial edge to wall street prep?

@rareliquid 2 года назад

wall street prep reached out to me and i looked into their courses and liked how their financial modeling package went directly into company financial statements while modeling which financial edge didn't do. they also have a lot more courses that cover a ton of different industries and topics so i liked that as well. in the end though, i think both are great companies and you can't go wrong with either! i just liked WSP more so decided to only partner with them now

@brunooyamata532 2 года назад

Hi there, many thanks for the video! Just have one question, at 10:32 you use ctrl+"," to add decimals but this didn't work in my excel. I use alt + h + 9 for that but it takes longer to type it. Did you make any modification in your excel to use ctrl+","?

@shashanksingh3959 2 года назад

Same here

@rareliquid 2 года назад

hm no i didnt it might be the excel version but i'm not sure it's always worked for me and i didn't configure anything. if u google ur issue u may be able to adjust it

@Martin.Eriksson 2 года назад

Same here

@Martin.Eriksson 2 года назад

It could perhaps me a language thing? So if you change the language on your computer, it might work

@terr2589 2 года назад

May be a factset addition, CapIQ has similar shortcuts

@LiveCustoms 2 года назад

Does he say what the keyboard is called?

@Florian-em9pg 10 месяцев назад

Any chance finding these shortcuts in Excel for Mac as well? Does anyone know?

@prosenjitmal5664 Год назад

What kind of keyboard is it ? Many people asked before. Could you please reply?

@epicsillyrainbowdog9858 2 года назад

would you recommend wall street prep or financial edge for investment banking training?

@astonmartinone100 2 года назад

to work in investment banking you need at least a masters of science in finance.

@rareliquid 2 года назад

@@astonmartinone100 not true, just need bachelor's degree

@vio1583 2 года назад

@@astonmartinone100 you're actually preferred with bachelor's since they only want to you to work 24/7, they don't care whether you have any knowledge whatsoever

@donaldduck4595 2 года назад

What keyboard do you use? I'm looking for a new one and want to try yours✌✌

@rohandate9454 Год назад

Cloud nine ergo split keyboard 👍🏻 he uses that keyboard

@mechio5117 2 года назад

I'm a banker and I'm always wondering if modelling is actually useful, or is it more like something bankers invented just to make them seem helpful?

@dertfert745 2 года назад

I looked through some SPAC models and they gave every company the same one LOL. I mean fair enough only so much you can do with likely fraudulent predictions but still some intern saved a lot with the ctrl c + ctrl v and then just change the company name

@qwertz9501 2 года назад

sooo fuckin lovely: going through this soon: thanks sir.

@rareliquid 2 года назад

no prob~

@mustacheo63 2 года назад

3:10 I am listening and ready to learn 3:45 I am completely lost

@vipuldhagat3101 Год назад

For Mac please 🙏

@barswagga2668 2 года назад

lets goooooooo

@arjaneantoine7055 Год назад

No QAT set up?

@ankitkejriwal8860 2 года назад

The pace of the video was just perfect for me. Didn't even realize it had been 30 min until you pointed out. Thanks for sharing.

@JoeDiLillo 2 года назад

What kind of keyboard is that?

@tadeucarvalho8409 2 года назад

Hi, Ben, I really don't get why you are using offset function

@jedusor360 2 года назад

bruh whats the keyboard reference lmao ty for the content

@Albert-fh4fj 5 месяцев назад

hi ctrl + "." does not work on my excel do you know why?

@VusalImanov-ye4bs 3 месяца назад

Try this: Alt + H + 9--- to add decimal Alt+ H + 0-- to remove decimal

@tomshimp2221 2 года назад

Why use offset instead of choose?

@notapplicable5487 Год назад

Excel works better on a PC than a Mac. I’d rather buy a $500 PC than install parallels, which runs around $120/ year. What kind of PC was this model constructed on?

@rodrigogonzalez2673 2 года назад

Am I the only one that can not use the shortcut to add and subtract decimals? I do alt + , or . and nothing happens. Can someone help me?

@larsvandorp1298 2 года назад

Thanks for the Amazone Video

@rareliquid 2 года назад

no probs

@richardgarciamazzini2912 2 года назад

very good video

@dertfert745 2 года назад

Maybe I don't understand excel because I usually use R, but aren't you worried about corrupting the raw data? I prefer to import and do stuff so I can never accidentally overwrite it. I know you always keep a data backup but it just seems like solving the problem is so much harder once something breaks than if you use a programming language