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REPE Asset Management Modeling Test/Case Study
Hey everyone, I have a REPE Asset Management Analyst modeling test/case study coming up. Does anyone know what to be prepared for? I've prepared more for an acquisition type modeling test given assumptions and hold periods. What would an asset management test involve? Any help is appreciated. Thanks...
Fixed Income Case Study - Interview Next Week - Help
Hey monkeys, I recently did my first round for a Fixed Income Analyst role for a corporate bonds fund. Was told that I'm being put through for the second round. Second round will consist of the PM giving me a company, most likely a notch either side of IG, he wants me to discuss its credit metrics...
Baird Case Study
Hi, anyone having the Baird case study given for associates (interview), could you please DM? A bit urgent and any help will be greatly appreciated. Thank you so much.
Private Credit Case Study and Interview questions
Hi! I have a private credit interview coming up for a Tier 1 firm. This specific team focuses on private credit in form of trade receivable bundling and trade finance. However, I am pretty sure the interview will be a generic PC case study. I went through the forum and got a few good inputs, and...
Pitchbook/marketing material
Keen to get a better understanding of the use of short pitch books in PE and their common structure I am currently interviewing for an IR Associate position for a PE house, and I have been told I will need to prepare a short pitch book (3/5 slides) on one of their strategies. What is a short pitch...
4-Hour Case Study On Data Analysis?
I have a case study for a PE firm coming up. They said it would be a 4 hour case focusing more on data analysis and synthesizing information. I don't believe it is an LBO because they are giving me another 24-hour LBO plus presentation later on. Has anyone encountered this before? What should I...
Baird Assessment Center - Expectations/Experiences
Hi, my fellow Monkeys! I have recently been invited to attend an assessment centre for an internship at Baird in London early next week. Because this will be my first assessment center in general, I would greatly if you could share your experiences with Baird's AC or, more generally, with AC in...
1 Hour Case Study - MM IB
Hey everyone, looking for a steer on what to possibly expect in a 1 hour case study (in-person) for a mid market investment bank. Told the case study covers both analysts and associates, so thats the level. Previous round interviewer mentioned high level tips, case study based on op model and...
How does PE Case Study Interview for SA role work?
I'm currently recruiting for a summer 2024 internship for a PE megafund and was just invited to take a 3-hour case study interview (unproctored) this week. Was wondering what to expect from this? Would it be something like building the 3 financial statements? Or 3 statements + corresponding LBO...
Accuracy Second Round Interview (London offices)
Hi everybody, I have been invited to attend the second round interview of Accuracy's hiring process at their London offices. I am applying for a Financial Analyst Intern position. They told me that the interview would consist in a 2 hours case study based on one of their projects (few documents to...
Trilantic Europe Case Study - London
Anyone has done this previously? Grateful for any insights on the case study
Prep for a 4-to-5-hour case study (with built-from-scratch model and memo output)
Has anyone been through a 4-to-5-hour case study, where you're required to do a built-from-scratch LBO model and a short memo, and you're given sufficient materials on the TargetCo. incl. financial reports (10-K, 6-K, 20-F, earnings releases, etc.), Investor presentation materials, analyst reports,...
Question from a non-finance guy
Hey all, this might be a pretty simple/dumb question, but coming from a non-finance background I want to be best prepared. In case studies, when asked to give an M&A recommendation, what are the typical reasons people list as to why they recommend Company X acquires Company Y in general (understand...
FDD / TAS Interview and Case Study Mini Guide
FDD / TAS Interview and Case Study Mini Guide FDD / TAS (Financial Due Diligence / Transaction Advisory Service) careers are not often discussed under the accounting ‘umbrella’ and as such it can often be difficult from the outside looking in. The below mini-guide for FDD interviews and case...
Word Investment Memo
Hi guys, I'm preparing a case study write-up for a PE interview. It was a private company's late-round financing. I was given a BP and a data pack. I was asked to deliver an IM in word doc. I just want to know if there is any word memo template to share? Many thanks
Temasek Interview - Case Study
Hi all, Have a case study round with Temasek (consumer/tech division) coming up, and I'm wondering if anyone here has had experience with this particular round. From what I gather, they'll most likely give you info on a company, and you need to build a DCF, possibly LBO. Looking to confirm this +...
Completely subjective question - what font style and color themes look best for presentations
I currently work in Corp Dev and use our standard font (Calibri) and color wheel (custom colors based on our brand/logo) for presentations/etc. Working on a case study for an interview and was curious what fonts/color themes folks think look best for text boxes/graphs/etc. as I can pick whatever I...
Case study and confidentiality
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PE Analyst Case Study
Hey all. I have passed interview number 1/3 for an exciting analyst role in PE. The next round is a case study with an IM of 50-70 pages and we have to build a ' very basic LBO model ' as well as a 5 slide summary of important points and places of concern etc etc. As I really want the job I am...
Help For a Dream Job Case Study
Hey all. I have passed interview number 1/3 for my dream analyst role in corporate finance. The next round is a case study with an IM of 50-70 pages and we have to build a 'very basic LBO model' as well as a 5 slide summary of important points and places of concern etc etc. As I really want the job...
Paceline Equity Case Study
Hi all, I've added Dallas, TX based PE firm Paceline Equity's case study (distress/special sits/buyout PE one and FIG/CRE one) to my collection of case studies (including answer key) so if you wish to swap with something of similar/higher magnitude, please DM me. Serious inquiries only. Good luck...
Case Study for Interview with Private Capital
Hello everyone. I have a case study interview with Ontario Teacher's Pension Plan for the position Private Capital - Investment Analyst which is for recent graduates. The case study will take 3 hours and then I will have 30 minutes to present my work. I do not have a lot of finance background. Can...
Interview to Discuss Your Financial Model - Case Study
Hello! I'm interviewing for a mid-level Financial Strategy role and for the case study, they had me create a financial statement model (mainly just P&L). I have an interview with a hiring manager coming up to discuss my work. I assume that the interview will begin with being asked to walk her...
Real Estate Financial Modeling Case Study HELP - Getting to Purchase Price??
Hi, so I've recently applied to a RE investment firm and they gave me this case study. I've been trying to read through some case studies online, but I can't find anything that is similar to the one they gave me. Basically, there is a target Office Building to be acquired with 1 year of renovations...
Approaching the HF Case Study
Have an upcoming case study with a MM this month and was wondering if anyone has any updated views on approaching the case study. Likely will be 4 hours in length and similar to ones discussed on prior topics with ~2 years of transcripts, 10-q/k's, etc. Is fine-tuning the model essential? I can...
Buyout vs Growth Equity Case Study at PE Fund
Hi guys I'm about to go for a case study interview at a large PE fund in Asia. For context, Over in Asia most PE funds do both growth equity and buyouts (a lot of founder led businesses) I was told that the case comprise two parts (i) whether they should invest and (ii) whether they should do it via...
Houlihan Lokey - Post-MBA Associate - Modeling Case Study
I'm a 4th year M&A attorney at an elite law firm looking to pivot into investment banking. I'm interviewing for a post-MBA associate role in Houlihan's New York office in their Debt Capital Markets group. I'm expected to perform a modeling case study over a few hours in my next session. Anyone have...
Ares PE VP Case Study
Hello all, Current MBA student here with an upcoming case study at Ares PE for a VP role. I've been told 1 hour for a case study and 30 minutes to review with a team member. No other detail was provided. Anyone have experience with what to expect, how to prepare etc? About me: M7 MBA...
Asset Management Case Study
I have a case study to do for a boutique asset manager I am interviewing at. I haven't build exhibits with this sort of focus yet and was looking for someone to point me in the right direction. The prompt is pretty basic: Put together a balance sheet, asset allocation, and 3 year statement of cash...
Internal Lateral Move - Need Help with Valuation Case Study
I'm making a lateral move within my company from operational finance/accounting to a FP&A role. As part of my application I have to do a case study. This is my first true "finance" role - take it easy. Case study is as follows: Given Selling company's P&L (3 years actual, 4 years forecast) - closing...
Interview Prep Help - Case Study
Would like some advice on how to approach a case study interview question like this given a CIM and financial overview in excel: Create your own 5-year P&L projection and returns model for the company. On what economic terms would you take a 30% stake in the business (buying shares from existing...
Investing across the Balance Sheet
In preparation for a case study interview I came across the following question: Given is a company ABC, business plan assumptions for the next 5-7 years and a financing package. Question: Shall we Invest in the Senior Debt, Mezzanine or Equity of Company ABC? How do you approach this? Do you...
Help - PE Case Study Interview Resources
Hi all, I am in an interview process and have been told that I will be given a case study, and was hoping to corral some resources to prepare. I already have the WSO PE Prep Pack and generally have LBO model practices (not to mention that I am comfortable with my LBO modeling regardless). I am...
interview EY
I have an in office interview for a structured finance analst position and they said there is going to be a case study interview, anyone have any insight into what to expect or how to prepare for the case study interview?
what can you do after a not so great interview ?
Hello fellow monkeys, I have been interviewing for a boutique PE Advisory . I have already gone through 3 rounds of interviews for their analyst program. the 1st phone interview and 2nd [with the SVP] went very well but the 3rd one [with a VP] I didn't do well with the fundamental analysis...
Case Study Phone Interview
I have a case interview over the phone - I've done case interviews before but never over the phone. Does anyone have any tips for doing a case interview over the phone?
Offer of a free case coaching interview session with experienced ex-McKinsey interviewer in return for feedback
Thanks to everyone who messaged me on this. The slots have now gone.
Investment Banking Case Study
Hey Everyone, I need some direction here. I have been given a take home case study for an IB job interview. I am to do a valuation for a particular health care firm. Attached they have given me future revenues, COGS, gross profit, variable costs, unadjusted fixed costs, operating expenses, and...
Help with Case Study Interview
(Please move the topic if it's in the wrong topic forum) This upcoming Saturday, I have an interview for an on-campus student-run consulting group that does specialized consulting for businesses across the city where I'm from. I got an email saying that the interview will be a case study (probably...
2nd round interview - Case study - thoughts?
Hi All, Made it to the 2nd round with an international VC and was given a brief case study to prepare at home. As I don't have too much experience with early stage/pre-revenue companies, would appreciate your thoughts / ideas on how to go about it. Basically, case is about a tech company requiring...
CASE STUDY Panic
I've heard from various sources (including Mergers & Inquisitions) that case studies are becoming more and more prevalent in ib interviews , even for prospective summer analysts. How does one prepare for a case study?
Case Study - Buyers list. Any pointers/tips/etc?
Hey folks, First time poster here, so be gentle! I have an interview coming up and I've been sent a case study where I have to put together a buyers list with a few strategic buyers and one financial buyer. Here's the company/client: -Privately held -midwest US based -Current owner/president wishes...
Deloitte TS Case Study help
Hi all! I have just received a call from a Deloitte HR representative in response to my application into their Corp. Fin. department. Unfortunately I was rejected, but invited back into a case study test for a TS position. I would love some advice as to what I can expect in terms of a case study...
All Weather - Ray Dalio's Approach to the Ultimate Investment Case Study
Morning Monkeys, Many seasoned veterans of WSO will recognize a common thread posted by many prospective monkeys, "Help Me Solve This Case Study," where a prospective candidate will outline a given case study and their attempts for a solution. As many of us know, these case studies can give a...
30 minutes for a Case Study presentation?
I am in the final stages of interviewing with a newer financial services provider, I have been given an assignment to give a presentation on a 1 page case study. I have 5 pages of a deck built, and feel I can talk to everything in less than 15 minutes. I don't want to drag them through another 15...
Corp Dev case study - Calculating returns
For a corp dev case study, how does one calculate return on investment ( IRR , NPV, Cash on Cash, etc.) if the acquired business is integrated into the parent as opposed to acquired then exited 5 years later like in a typical PE case study. Would you just calculate the present value of revenue...
JPM IBD case study/role play
Could anyone please explain what the JPM case studies/role play exercises are about? I've been told that a couple of years ago it was mostly valuation, but I would like to know what they look like today. Thank you very much in advance.
CIM Group Interview
Long time reader of this forum, first time poster. Would greatly appreciate any insight on CIM Group and their final round pre-mba associate interviews. Has anyone been this year? Any color on format/length of their case study, general interview process, or other feedback? Can anyone comment about...
MBB 1st round from nontarget - how to prepare
I have managed to land a 1st round interview at BCG from a complete non-target by submitting the online application. It will be in-person, 2 45-min case interviews. I'm planning to study using Case in Point.. but does anyone have any specific suggestions on what to expect for BCG? I have never had...
Having a hard time when cases deviate from frameworks...help!
I'm a consulting noob whose just starting to get serious about studying for case interviews . In order to get a good foundation, I've memorized pretty much all of the CIP frameworks along with Victor Cheng's Business Situation framework. I figured I would use Cheng's Business Situation framework as...
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