Home/Blog/Excel Shortcuts for IB
Productivity5 min read

Essential Excel Shortcuts for Investment Banking Analysts (2026)

Senior analysts build models almost entirely without touching the mouse. Here are the shortcuts that separate fast from slow — organized by what you actually do all day.

Keyboard-fluent analysts work 2–3x faster and make fewer errors — because they never lose context by reaching for the mouse. Learn these roughly in order: paste special first, then navigation, then formatting. The audit shortcuts are the most underused by junior analysts and the most valuable during model review.

The paste special sequences (Alt+E,S,Vetc.) are old Excel shortcuts that still work in every version. Memorize them until they're automatic — you'll use them dozens of times a day.

CategoryShortcutAction
NavigateCtrl + ArrowJump to edge of contiguous data block
NavigateCtrl + Home / EndGo to A1 / go to last used cell
NavigateCtrl + Page Up/DownSwitch between sheets
NavigateCtrl + G or F5Go To dialog — jump to any cell reference
NavigateCtrl + BackspaceSnap view back to active cell
SelectCtrl + Shift + ArrowExtend selection to edge of data block
SelectCtrl + ASelect current region (second press: entire sheet)
SelectCtrl / Shift + SpaceSelect entire column / entire row
EditF2Edit active cell — never double-click
EditF4Toggle $A$1 → A$1 → $A1 → A1 in formula; or repeat last action
EditCtrl + D / RFill down / fill right
EditCtrl + EnterFill all selected cells with same entry simultaneously
EditCtrl + 'Copy formula from cell directly above
Paste SpecialAlt + E, S, V, EnterPaste values only — most used in finance
Paste SpecialAlt + E, S, T, EnterPaste formats only
Paste SpecialAlt + E, S, W, EnterPaste column widths only
Paste SpecialAlt + E, S, E, EnterPaste transposed (flip rows ↔ columns)
Paste SpecialAlt + E, S, M, EnterPaste and multiply by copied value
FormatCtrl + 1Format Cells dialog — number, font, borders, fill
FormatCtrl + Shift + $ / %Currency format / percentage format
FormatAlt + H, H / F, CFill color / font color pickers
FormatAlt + H, BBorders submenu (A=all, O=outside, N=none)
Rows/ColsCtrl + Shift + +Insert row or column
Ctrl + -Ctrl + -Delete row, column, or cell
Rows/ColsAlt + H, O, IAutoFit column width
Rows/ColsCtrl + 9 / 0Hide rows / hide columns
AuditCtrl + `Toggle formula view — see all formulas at once
AuditCtrl + [Jump to direct precedents (most useful tracing shortcut)
AuditCtrl + ]Jump to direct dependents
AuditAlt + M, A, ARemove all trace arrows — always run before sharing
AuditCtrl + Shift + LToggle AutoFilter on/off

Build your own system with ExcelSurge

Native Excel lets you add macros to the Quick Access Toolbar, but shortcuts don't travel between machines and the setup is clunky. ExcelSurge's shortcut manager lets you capture any key combo and assign it to any action — including overriding Excel defaults. One-key IB formatting, instant hardcode highlights, custom trace shortcuts. Your config travels with your license.

Start free trial →

Build a custom shortcut system for your workflow

ExcelSurge lets you remap any key combo to any action — no macro files, no config exports. 14-day free trial · $20/month · Cancel anytime.