Got a case study to lay out models and research report for asso position. HELPP

Based on the most helpful WSO content, here are some key questions you should ask beforehand and tips for handling your case study:

Questions to Ask:

1. Clarification on Scope:

   • What specific financial models are expected (e.g., DCF, LBO, Comps)?
   • Are there any particular aspects of the company or industry that should be focused on?

2. Data Sources:

   • Will you be provided with any specific data or should you source it independently?
   • Are there any preferred databases or sources for the data?

3. Report Structure:

   • Is there a preferred format or structure for the research report?
   • How detailed should the report be (e.g., executive summary, detailed analysis, appendices)?

4. Assumptions:

   • Are there any assumptions you should make regarding market conditions, company performance, etc.?
   • Should you consider any specific scenarios or sensitivities in your analysis?

5. Presentation:

   • Will there be a presentation component where you need to present your findings?
   • If so, how long should the presentation be and who will be the audience?

Tips for the Case Study:

1. Logical Thinking:

   • Create a logical, structured approach to answering the case questions.
   • Develop an issue tree to identify key topics and ensure your framework is relevant to the case facts.

2. Slide Organization:

   • Organize your slides by key questions they help answer. Create piles for each question and further segment them into primary and backup slides.
   • Ensure the slides follow a logical flow that mirrors your executive summary.

3. Executive Summary:

   • Create a one-page executive summary that highlights the key points of your analysis.
   • Make sure the summary is concise and aligns with the structure of your deck.

4. Next Steps Slide:

   • Develop a next steps slide proposing additional analyses or actions to validate your findings.
   • Use action verbs and ensure the steps are actionable and reasonable.

5. Math Ability:

   • Be prepared to demonstrate your math skills, similar to traditional case interviews.
   • Ensure your calculations are accurate and clearly presented.

6. Practice:

   • Practice creating financial models and writing investment memos using recent S-1 filings or old CIMs.
   • Reach out to trusted analysts for old case studies to practice with.

7. Presentation Skills:

   • Be ready to present your findings and defend your assumptions during a debrief session.
   • Practice your presentation to ensure clarity and confidence.

By asking these questions and following these tips, you'll be better prepared to tackle your case study effectively. Good luck!

Sources: Case study interview for MBB consulting - 24 of my best tips on how to get in, Case study interview for MBB consulting - 24 of my best tips on how to get in, My Path - MBA Banking Associate to PE, Q&A: Former Strategy& associate