Excel & PowerPoint Mastery for Investment Banking

Max Adams

Head Coach, Wall Street Mastermind

Build accurate spreadsheets and presentation-ready slides

Investment banking analysts need to turn analysis into work that colleagues and clients can use. This four-hour live workshop covers Excel structure, formulas, shortcuts, and the PowerPoint workflow for presenting financial analysis clearly.

Learn to avoid common spreadsheet mistakes, build models that update consistently, and turn raw analysis into readable slides. Bring a laptop with Excel and PowerPoint so you can follow along.

What you’ll learn

Structure dependable Excel models, work faster with shortcuts, and present financial analysis clearly in PowerPoint.

Separate inputs, formulas, and outputs so the model is easy to follow.
Use checks and consistent formulas to catch errors before sharing your work.

Use keyboard shortcuts and repeatable formatting workflows.
Review model structure and outputs before sending them to a colleague.

Build clear tables and charts that communicate the key conclusion.
Apply consistent alignment, spacing, and formatting in PowerPoint.

Workshop agenda

Excel structure, formulas, and model checks
Build a readable spreadsheet, separate assumptions from calculations, and catch common errors.
Shortcuts and repeatable analyst workflows
Use keyboard shortcuts and consistent formatting to work faster while keeping the model easy to audit.
Present financial analysis in PowerPoint
Turn analysis into clear tables, charts, and slides with consistent alignment and formatting.