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Excel Tools and Templates

Free to use as you prepare for interviews and in your daily work

These tools are free to use as you pursue or engage in a career with an asset allocator. There is no need to reference Allocator Jobs as the source and please feel free to modify them as you see fit for your current needs.

We have created these Excel spreadsheet tools with the goal of providing utility across the spectrum of performance, risk, market research, and fund, benchmark, and portfolio analysis. Please let us know if you have any feedback we can incorporate into future versions.

Excel Templates - free to use for those pursuing a career with or working for an asset allocator

Performance & Risk Calculations

Excel Templates - free to use for those pursuing a career with or working for an asset allocator

Performance Attribution Model

Excel Templates - free to use for those pursuing a career with or working for an asset allocator

IRR Calculations