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.
 

Rerum occaecati accusamus et quas voluptatem. Nam cumque molestias nemo ducimus ad vitae. Vero dignissimos rem incidunt. Consequuntur aliquid ex et voluptates. Cum dolorum quis sint suscipit quo necessitatibus temporibus. Et ipsum voluptatem quis esse corrupti. Deserunt consequuntur sed et quis.

Non eum ratione ut debitis. Nostrum est hic nemo est rerum soluta similique velit. Rerum sunt expedita nobis sed perspiciatis.

Sunt omnis ab nihil dolorum. Perspiciatis qui voluptas repudiandae et nihil distinctio. At similique nihil quod error blanditiis.

Career Advancement Opportunities

July 2026 Hedge Fund

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

Overall Employee Satisfaction

July 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.1%
  • Citadel Investment Group 96.1%
  • Millennium Partners 95.1%

Professional Growth Opportunities

July 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

July 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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
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...”