Optimizing Model Formatting:
Excel Styles
for Analysts

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    1-2 hours
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Course overview
"Optimizing Model Formatting: Excel Styles for Analysts" is a comprehensive video playlist designed to empower investment professionals with the essential skills needed to enhance their financial modeling efficiency.

In this series, viewers will embark on a journey to master the art of using Excel Styles, a powerful yet often underutilized tool that can transform the way financial models are presented and organized. With a step-by-step approach, the playlist guides analysts through the intricacies of Excel Styles, revealing how they can streamline the formatting of complex spreadsheets, improve readability, and maintain consistency.

Whether you're a seasoned analyst or just starting in the field, these videos will provide invaluable insights and practical techniques to elevate your financial modeling game and boost productivity. Join us on this educational adventure to unlock the full potential of Excel Styles and become a formatting virtuoso in the world of investment analysis.

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What's included?

  • Provides practical guidance to streamline model formatting in Excel.
  • Tailored for investment analysts and financial professionals.
  • 15+ videos

Who should watch this playlist? 

This series is ideal for investment analysts, financial professionals, and students in finance-related fields who want to streamline their financial modeling processes and enhance their Excel skills. Whether you're a beginner or an experienced analyst, this series provides valuable insights and practical tips for improving model formatting, readability, and efficiency in Excel, making it a valuable resource for anyone working with financial data.

Why TheInvestmentAnalyst.com?

 We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 8x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.