Episode Details

Send us Fan Mail

Our nerdiest episode ever, and we’re darn proud of it.  Today we’re diving into Microsoft Excel and its role in Investment Banking. 

We’re discussing financial modeling, Excel culture, mechanics, best practices, and productivity enhancing tools like Macabacus, the gold standard for Investment Bankers around the world.

Kristen gives a crash course in how to set yourself up for success, answering questions like "do I need to use a Mac or a PC?", "do I need an external keyboard?", "how can I memorize shortcuts?", and of course: "how do I get faster in Excel?".

We then sit down with Macabacus founder and CEO Ryan MacGregor and Rahul Gill, Director of Product & Customer Enablement, to explore the role of productivity add-ins that will make you feel like an insider before you ever set foot in an Investment Bank. Tools like these can be the critical edge for a candidate looking to differentiate themselves and get up the curve faster than the competition.

Ryan MacGregor is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI’s enterprise software division and is the driving force behind Macabacus’ business, sales, and product strategies.

For a free trial of Macabacus, click here:  https://macabacus.com/free-trial?_gl=1*s5fo4c*_up*MQ..&gclid=EAIaIQobChMIoKvq8qDBiAMV8jnUAR377wk3EAAYASAAEgJiTPD_BwE&gbraid=0AAAAADpwqK6JTQnNUUfvywGjdwkBhWVjp

For a 14 day FREE Trial of Macabacus, click HERE

Shop our Self Paced Courses:

Investment Banking & Private Equity Fundamentals HERE
Fixed Income Sales & Trading HERE

Subscribe to our Substack: https://substack.com/@thewallstreetskinny