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INTRODUCING · ELITE RESOURCE

Investment Banking Excel Test

Master the Excel formulas used by top finance firms
Practice with 20 Excel questions used in IB, PE and consulting analyst assessments. Core formulas, shortcuts and logic-based tasks under timed conditions, with a fully worked solution file to check your answers.

Original price was: $99.Current price is: $29.

ONE-OFF PAYMENT · NO SUBSCRIPTION
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Lifetime access
Instant download
THIS INCLUDES
20 questions used in real assessments
Fully worked solution file
Core formulas, shortcuts and logic tasks
20
Questions in the test
Analyst
Level it is set at
Excel
Questions and solutions in one file
Instant
Download on purchase
OUR CUSTOMERS WORK AT FIRMS LIKE
WHAT YOU WILL GET

What the test covers

01

20 real questions

Drawn from IB, PE and consulting analyst assessments
02

Core formulas

The functions that actually come up, not textbook trivia
03

Shortcuts

Speed matters in a timed test, so it is tested here
04

Logic-based tasks

Problems that check how you think, not what you memorised
05

Timed conditions

Work the way you will have to work on the day
06

Fully worked solutions

Check your answers and learn from the mistakes
WHY IT IS DIFFERENT

Excel certifications are great, but do you truly know the key formulas?

When I was preparing for finance roles, I struggled to find practical resources that matched the Excel skills needed in investment banking, consulting, and private equity. To fill that gap, I put together 20 questions focused on the key Excel functions commonly used in these fields.
This resource is best suited for interns, analysts or young finance professionals looking to strengthen their Excel fundamentals. It’s straightforward, budget-friendly, and tailored to help you build confidence before interviews.
The downloadable Excel file includes answer keys to help you review your work and pinpoint areas to improve and get you ready for recruitment processes in no time.
WHO IT IS FOR

Who this test is for

01

Interns and graduates

Practise before an assessment centre puts you on the spot.
02

Analysts

Close the gaps in the functions you use every day.
03

Career switchers

Prove the technical skills your CV cannot show.
04

Anyone preparing for interviews

Rehearse under the conditions firms actually set.
05

Consultants

Sharpen the modelling side of the job.
06

Self-assessors

Find out where you stand before someone else tells you.
FROM THE FOUNDER
Excel tests at the analyst level can catch you off guard if you’re not prepared.
The difference between passing with ease and struggling often comes down to practicing the right functions in a real-world context.
FRANK · FOUNDER, PRIVATE EQUITY BRO
FAQ

Frequently asked questions

If you have any questions not addressed here, don’t hesitate to email me at general@privateequitybro.com. I’ll answer as soon as I can.

You will get immediate access to the test right after your purchase. 

You will receive permanent access. The Excel test is available for instant download.

This Excel test is designed for analyst-level candidates preparing for roles in consulting, investment banking, or private equity. It evaluates your familiarity with the key Excel formulas commonly used in these industries.

You should aim to complete the test within 45 minutes, as this is the typical amount of time firms allocate for similar tests during interview processes.

Our refund policy is designed with fairness in mind while ensuring the quality of your experience. Since this Excel Test is a digital product that can’t be physically returned, we don’t offer refunds to protect the integrity of the system for everyone. That said, we are here to help — if you have any questions or need clarification before purchasing, just reach out to us at general@privateequitybro.com. Our resources are crafted from real-world experience and priced to stay accessible. We are confident that if you take the time to dive in, you will find them a valuable investment in your professional growth.

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