Feb 12, 2024

Private credit case study - 1 hour

I've got a private credit case study interview for a summer analyst position at a MM/MF private credit shop. The interview is set to be one hour, with 30 minutes on a zoom and 30 minutes by myself where I turn in the product afterwards. I'm curious if anyone has experience with these shorter style case studies. 

Will I be asked to flesh out a whole model/deck in the 30 minutes? That doesn't seem realistic for a SA position. Would love to hear some more experienced thoughts. Thanks!

3 Comments
 

Based on the most helpful WSO content, for a one-hour private credit case study interview, it's unlikely that you'll be expected to flesh out a complete model or deck in just 30 minutes. Here's a breakdown of what you might expect:

  • First 30 minutes (Zoom session): This part will likely involve discussing the case study prompt with the interviewers. You may be asked to review a CIM (Confidential Information Memorandum) or other materials and then discuss your initial thoughts on the investment opportunity, focusing on the credit aspects. This could include identifying risks, potential returns, and the structure of the deal.

  • Next 30 minutes (Independent work): During this time, you'll probably be tasked with a more focused exercise. Given the time constraint, it could be a high-level analysis rather than a detailed model. You might be asked to:

    • Summarize your investment thesis or credit analysis in a brief memo.
    • Create a simple model or financial forecast that supports your thesis.
    • Prepare a few slides or a short presentation outlining the key points of your analysis.

Remember, the key in such a short timeframe is to prioritize the most critical aspects of the case study. Demonstrate your understanding of the company's financial health, the structure of the debt, and how you would approach the investment from a credit perspective.

It's also a good idea to practice structuring your thoughts quickly and efficiently, as well as familiarizing yourself with the basics of credit analysis and modeling. This way, you can make the most of the limited time you have and impress the interviewers with your ability to think on your feet.

Good luck with your interview! Remember, it's not just about getting the numbers right, but also about showing your thought process and justifying your assumptions.

Sources: Private Credit Interview Advice, https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, "Leaving IB Soon, Final Rants" - The Follow-Up, Ask me anything - MM PE Associate, 1 year in, Private Credit Case Study

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

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