Excel for Banking Professionals

Discover the best ways to use Excel for a variety of key tasks in the insurance, commercial banking, and investment banking fields.

Introduction

• Using Excel in banking careers

1. Getting Started with Excel in Banking

• Excel uses in commercial banking
• Excel uses in investment banking
• Excel uses in insurance

2. Commercial Banking and Excel

• Key tools in Excel for commercial banking
• Debits, credits, and transactions in Excel
• Commercial banking financial models
• Using Excel in loan amortizations
• Using Excel in loan portfolios
• Building Excel models for commercial banking

3. Investment Banking and Excel

• Key tools in Excel for investment banking
• Using Excel in merger and acquisition deals
• Using Excel in corporate finance actions
• Sum of parts modeling in Excel
• IPO modeling in Excel
• Building Excel models for investment banking

4. Insurance and Excel

• Key tools in Excel for insurance
• Using Excel in loss modeling
• Using Excel in pricing analysis
• Scenario analysis with Excel
• Investment portfolio management with Excel

Conclusion

• Moving forward in banking