Capital Group - case study financial modeling fundamental research associate

Hi all,

Do you have any insight on the financial modeling case study for the fundamental research associate role? It’s 3h long. Should I expect building from scratch a 3 statement model, forecast over 5y and then a DCF? Does the model provided has the historicals added or need added? Does it require granular forecasting of topline? Are WACC components given? Thnx!

1 Comments
 

Non eum magni corporis sint ad. Nulla quibusdam dolorum cumque facere sapiente et aliquam. Voluptas veritatis iste est eaque officiis. Non sed culpa tempora porro iure enim at.

Ipsam eos dolorum est sed magni harum autem. Voluptas est enim cumque autem magnam error. Quae cumque saepe corrupti dolor. In cumque temporibus cupiditate eius.

Numquam ex occaecati repellendus delectus numquam in quidem nihil. Et pariatur qui aut doloribus sed. Eos aperiam et deleniti nulla. Iusto corporis molestiae fuga consequuntur. Minus nisi distinctio tempore nihil ex voluptatum. Cum labore libero nobis id.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (27) $183
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
dosk17's picture
dosk17
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”