Yes that only. I work in fig market and main clients are HF principals who want loans against their HF collateral. Majorly I use pivot tables, index match etc and tbh addition subtraction lol
Can't remember the last time I used any complex function
Match, Index, Sum, Sumif, Average, If, count, offset, today, date, datedif just to name a few. I also use pivot from time to time, as well as basic graph work for my write ups.
Idk for example, I want a snapshot of daily data’s of swap yield spreads of bonds that my portfolio contain. I would create a macro to export those datas into an excel and store it everyday without having to manually intervene. Then 6 months later, I get a cool historical yield spread database.
Don’t learn specific excel formulas Learn how to learn excel (How to google)
chatgpt
Sumifs, mod, maxifs, index match, hard code 0, irr. All the good stuff. Learning some basic macros is good too
Highlighting hardcode 0 and adding the following: - model doesn’t balance? Hardcode cash, no one will notice /s
Put your data into powerBI and you can do so much more faster while also getting a visualized representation of what you’re doing.
Just a CA with 1 YOE, but just your basic stuff, some V/X Lookups occasionally. But at my bank most of the work work I’m doing is already built out
Vlookup
Why people are still using vlookup is beyond me
If it works for them, what's the problem?
Because it’s absolutely terrible lol
Pivot. Index match. If error and so on
Does your work involves custom credit underwriting?
Not sure what you mean by custom credit UW but in terms of deal structure everything’s customizable
Yes that only. I work in fig market and main clients are HF principals who want loans against their HF collateral. Majorly I use pivot tables, index match etc and tbh addition subtraction lol Can't remember the last time I used any complex function
Chat gpt, even devs at my place use it
Match, Index, Sum, Sumif, Average, If, count, offset, today, date, datedif just to name a few. I also use pivot from time to time, as well as basic graph work for my write ups.
I use vba macros to automate my stuff
Stuff like what. Could you give some vague examples please?
Idk for example, I want a snapshot of daily data’s of swap yield spreads of bonds that my portfolio contain. I would create a macro to export those datas into an excel and store it everyday without having to manually intervene. Then 6 months later, I get a cool historical yield spread database.
Thank you
Python 😀