May 09, 2026

Ares Direct Lending Case Study

I have a case study with Ares for a portfolio management role in direct lending. They mentioned it will be a light touch model (1 hour) after which I'll need to describe some parts like capital structure.

There's also a 1 hour session afterwards in which I'll need to manage a large quantity of data on excel, organize it, and discuss it afterwards.

What should I prepare / expect ? I am comfortable with basic excel modelling (sensitivities, management models, etc) but not really with building a whole LBO (I could learn it, but not sure that's the ask, given it's a portfolio management role and it's only 1 hour). 

I am also a bit worried about the data crunching - should I just expect some pivot tables?

1 Comments
 

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