3 Hour Case Study

I will be taking a 3 hour case study where I am given a PR, excel model, transcript, and a word file. For people who have taken a similar case study, how did you allocate your time? Did you spend most of your time on the model or the write up?

5 Comments
 

Based on the most helpful WSO content, here's a suggested approach for managing a 3-hour case study with the materials you've mentioned (PR, Excel model, transcript, and a Word file):

  1. Hour 1: Initial Review and Planning

    • Spend the first 15-20 minutes reviewing the Press Release (PR) and the transcript to get a high-level understanding of the company's current situation, key announcements, and strategic direction.
    • Quickly skim through the Word file, which likely contains additional details or context that could be crucial for your analysis.
    • Use the remaining time to familiarize yourself with the Excel model. Understand the structure, what inputs are required, and what outputs it generates. Identify any immediate adjustments you might need to make based on the information from the PR and transcript.
  2. Hour 2: Deep Dive and Analysis

    • Now that you have a good grasp of the materials and the model, start integrating and analyzing the data. Adjust the Excel model based on your initial findings and insights from the PR, transcript, and Word document.
    • Focus on refining the model to reflect realistic scenarios and sensitivities that are relevant to the company's context as described in the provided materials.
  3. Hour 3: Synthesis and Write-up

    • Begin synthesizing your findings and insights from the model. Draft your analysis, recommendations, or conclusions in the Word file.
    • Ensure that you clearly articulate the rationale behind your recommendations and how they are supported by your model results and the information provided in the PR and transcript.
    • If time permits, review your work to ensure clarity, accuracy, and that it addresses the key points expected in the case study.

Remember, the key to managing such a case study effectively is to balance your time between understanding the provided materials, adjusting and analyzing the model, and clearly communicating your findings and recommendations.

Sources: How would you approach a 4 hour case study?, "Leaving IB Soon, Final Rants" - The Follow-Up

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

Error consequatur temporibus vel tempore delectus aut quibusdam. Suscipit illo vitae vel est doloribus corporis. Et explicabo aspernatur sunt voluptate iusto est necessitatibus atque. Ut distinctio et iste modi.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
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...”