Max Adams
Free Lesson

Excel & PowerPoint Mastery for Investment Banking

180 min
Oct 31, 2026 10:00 AM

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What you'll learn

Build Excel models that update consistently

Separate inputs, formulas, and outputs, and use checks to catch errors before sharing your work.

Work faster without sacrificing accuracy

Use keyboard shortcuts and repeatable formatting workflows, then review outputs before sending.

Turn financial analysis into readable slides

Build clear tables and charts with consistent alignment, spacing, and formatting in PowerPoint.

Why this topic matters

Investment banking analysts need to turn analysis into work that colleagues and clients can use. This live session covers Excel structure, formulas, shortcuts, and the PowerPoint workflow for presenting financial analysis clearly. Bring a laptop with Excel and PowerPoint so you can follow along.

You'll learn from

Max Adams

Max Adams

Head Coach at Wall Street Mastermind | Ex-Lazard, Qatalyst & Vector Capital

Experience includes
Lazard
Qatalyst Partners
Stanford University
Harvard University
Vector Capital Management
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