Nov 14, 2023

Structured Credit SA Prep

I will be working as a summer analyst at a credit fund, specifically within their structured finance group. Is there any specific preparation I should do, specifically with regard to modeling? What types of modeling are used most often, and are there any good resources for this. 

2 Comments
 

Congrats on the summer analyst position! That's a big step. Now, let's get you prepared.

In terms of modeling, the most common types used in structured finance are the 3 Statement Model and DCF Modeling. These are crucial for understanding the financial health and future projections of a company.

For resources, you're in luck! The WSO Academy offers a wealth of information. Here's what I'd recommend:

  1. Financial Modeling Resources: This includes a guide on what financial modeling is, the types of financial models, and best practices. It also includes a free guide on DCF Modeling Training.

  2. Interview Questions & Answers: This section has a list of 101 Investment Banking Interview Questions, Private Equity Interview Questions, Hedge Fund Interview Questions, Accounting Interview Questions, Venture Capital Interview Questions, and Consulting Case Interviews. These will help you understand what kind of questions you might face and how to answer them.

  3. Templates: Here you'll find Financial Modeling Templates (.xlsx), Word Documents (.docx), and Presentations (.pptx). These will be very useful for your modeling practice.

Remember, practice makes perfect. The more you work with these models and resources, the more comfortable you'll become. Good luck, and don't hesitate to swing by if you have more questions!

Sources: How exactly should I prep for on-cycle?, leveraged finance interview - what to prep, How to prepare for an assessment center?, Structured Products Group?

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

Sit et consequatur impedit placeat animi temporibus. Culpa quam temporibus eum aliquam placeat. Pariatur dolorum ut deleniti ad consequatur enim voluptatem. Et illo similique neque hic velit. Consequatur dolor in qui id velit voluptatum. Natus earum ut nihil in ex ea. Eaque in minus est nemo et.

Velit laudantium occaecati sapiente et autem fugit. Molestiae quae qui magni recusandae. Qui rerum aut voluptate. Maxime totam maxime deleniti aut. Eveniet quam omnis facere blanditiis dolores.

Impedit commodi unde aut voluptatem suscipit placeat. Et debitis voluptatem vero voluptas porro nam et. Quia corporis velit ab est ea aut. Ex numquam et consectetur et id quae rerum. Doloribus rerum quas debitis dolores numquam soluta.

Quo perferendis quibusdam aut praesentium sint nemo porro porro. Aut eos et rerum quasi ut. Et veritatis similique modi dolores omnis quisquam nihil.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
DrApeman's picture
DrApeman
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
Mimbs's picture
Mimbs
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...”