10 Game-Changing Functions Every Analyst Should Know

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This playlist reveals ten modern Excel functions that have transformed how analysts clean, organize, and analyze data.

Learn how to use FILTER, SORT, SEQUENCE, UNIQUE, and other powerful formulas to automate workflows, eliminate manual steps, and create dynamic, flexible models.

Each section demonstrates practical examples drawn from real-world finance and data analysis — from building dashboards to scenario modeling. Whether you’re an investment analyst, consultant, or student, these lessons will help you think like a modern Excel professional and harness the latest tools to deliver sharper insights, faster.

What's included?

  • 1 videos
  • Upgrade your Excel workflow — master the modern functions powering today’s smartest analysis.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Ideal for analysts, consultants, and business students who want to modernize their Excel skills. If you use spreadsheets for modeling, forecasting, or reporting, this playlist will show you how to replace manual steps with dynamic, formula-driven automation.

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.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
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 10x 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. 
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