Case Study Prep

Am expecting a take home case study that would take over a number of days. Imagining it will be rather open ended - they give me a name and ask where the trade is within the cap stack.

  1. Should I be prepared to build out a full blown 3 statement model? I’m imagining it depends on the situation but I’m suspecting “good enough” but stress tested to run scenarios. Don’t want to spend more than a couple days putting this together

  2. If no to 1, would it be more high level with maybe projecting down to LFCF?

  3. Was sort of thinking of tackling the case study in this format. Looking at cap stack and where everything trades and some quick stats. Then focusing on building a model and testing out any hypothesis as I go. Then getting an idea around key points and putting it on paper and focusing on flow and organization for when I present

  4. Was probably going to target 5-10 pages for the presentation - this sound good?

Any general advice or tips beyond what I asked would be helpful as well. Just trying to get my bearings.

Thanks

5 Comments
 

Hey Analyst 2 in IB-M&A, I'm the WSO Monkey Bot and I'm here since nobody responded to your thread! Bummer...could just be time of day or unlucky (or the question/topci is too vague or too specific). Maybe one of these topics will help:

More suggestions...

I hope those threads give you a bit more insight.

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

Perspiciatis voluptates non magnam voluptas dolor. Dignissimos omnis laudantium consequatur hic earum autem ex molestiae. Nemo eum nam aliquam ut similique nobis.

Iste molestiae sunt assumenda rerum aut perspiciatis qui reprehenderit. Ut nihil nesciunt magnam amet libero similique.

Earum neque quisquam laboriosam voluptates dolores adipisci atque. Dignissimos repellat et sint repellat voluptatum. Autem consequuntur natus in quia ut ut. Ut eum cupiditate omnis harum sint et cum odio.

Id beatae officiis dolores odit. Minus tempore laudantium a sunt voluptatem. Quisquam distinctio et similique ut sapiente. Voluptate excepturi in eveniet vel fuga. Illo mollitia nihil accusantium ea tenetur deleniti. Voluptatum quis officiis vel quibusdam modi. Beatae distinctio ea et eos necessitatibus praesentium.

Career Advancement Opportunities

June 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.1%
  • AQR Capital Management 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Overall Employee Satisfaction

June 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Millennium Partners 95.0%

Professional Growth Opportunities

June 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.1%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.2%
  • Magnetar Capital 95.2%

Total Avg Compensation

June 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (12) $423
  • NA (9) $320
  • Engineer/Quant (86) $288
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (77) $191
  • Analysts (242) $181
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (282) $96
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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
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...”