Hedge fund tools for interview prep

What are some of the most helpful resources ? I’m prepping for interviews and would like to see if I can get some tools to help me prepare

I’m looking for CapIq alternative (cheaper), tool that ports historical financials straight to excel, stock screener, etc.

Much appreciated.

7 Comments
 

Based on the most helpful WSO content, here are some tools and resources that can assist you in preparing for hedge fund interviews:

1. Hedge Fund Interview Prep Course

2. Tools for Financial Data and Analysis

  • Grabsheet: A tool that allows you to upload screenshots of data tables and converts them into formatted Excel files in about 30 seconds. It's a great alternative for porting historical financials directly into Excel.
  • LogoIntern: Useful for creating presentations with company logos. It includes a PPT plugin for resizing and reordering logos efficiently.

3. Stock Screeners and Research Tools

  • While a specific cheaper alternative to CapIQ isn't mentioned, you can explore free or lower-cost stock screeners like Yahoo Finance, Finviz, or Morningstar for basic screening and analysis.

4. Excel and Financial Modeling Resources

  • WSO offers a variety of Excel resources, including:
    • Excel shortcuts for PC & Mac.
    • Advanced Excel formulas.
    • Excel modeling best practices.
  • Additionally, their financial modeling resources cover:
    • DCF modeling.
    • 3-statement models.
    • Accretion/dilution models.

5. Stock Pitch Preparation

  • Prepare a strong stock pitch by spreading comps and analyzing valuation metrics like forward P/E, EV/EBITDA, ROE, ROIC, and more. Ensure you adjust for one-time charges to determine normalized spending.

6. Mock Interviews and Resume Reviews

  • WSO offers professional mock interviews and resume reviews to help you refine your pitch and presentation skills.

These tools and resources should provide a solid foundation for your hedge fund interview preparation. Good luck!

Sources: Preparing for the HF informational interview, Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview, Q&A: I'm a hedge fund recruiter., https://www.wallstreetoasis.com/forum/investment-banking/comprehensive-list-of-resources-tools-on-the-job?customgpt=1, Preparing for the HF informational interview

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

Unless people are shilling, it’s super lame that mods are killing posts. 

you can use tradingview and Koyfin for CIQ/screening. Both have free versions that are solid enough but the paid versions won’t break the bank. For financials, can use paid version of edmundsec and bulk download. Won’t be as clean as you’re looking for but again for like $25/mo you get a bunch of helpful tools (download across files, transcripts, search across docs, etc). If you know python there’s some decent apis that can help with charting in excel, would just google for those. Otherwise can use the excel stockhistory function, you’ll just have to manually divi adj prices and what not. All told you can get all of the above for like $75/mo.

 

Autem totam sunt numquam ipsa blanditiis. Itaque tempora sequi vel animi. Ipsa omnis sapiente nihil sed explicabo sit et ipsam.

Harum omnis non dolor perferendis. Dignissimos voluptas saepe provident labore. Corrupti officiis vero iusto molestiae aliquam. Omnis at quidem non nemo et illum exercitationem. Ipsam molestias in labore aut.

A dolor soluta et deleniti consequatur optio. Corporis et qui rerum. Alias maiores eum ratione pariatur.

Adipisci sit et voluptates. Qui reiciendis quia ducimus numquam numquam. Eveniet voluptatem et labore nihil nihil adipisci et dolorem. Autem odio qui occaecati tempore. Ut consequatur enim dolorem natus assumenda sequi eaque. Quam quod sapiente sit non enim.

 

Aut tempora eveniet assumenda repudiandae. Vel reiciendis doloremque delectus alias dolorem. Fugiat molestias nihil impedit dolores ea quibusdam temporibus.

Aperiam eum soluta eveniet et est. Dolores sed sunt rem suscipit non molestiae. Consequuntur vel qui rerum ut doloremque. Qui id voluptatem suscipit sit.

Sit et veritatis tempore earum facilis. Corrupti aperiam placeat suscipit dolores voluptatem quisquam quo saepe. Magni consequatur earum maxime dicta voluptas et totam. Sit quidem expedita quia sunt nesciunt id. Non repudiandae ut voluptates dolor itaque. Omnis ut vel porro praesentium.

 

Magni quis cumque non ut non impedit. Voluptas tempore voluptatem eum. Commodi vero laudantium et sequi. Quia excepturi quibusdam modi aliquid aliquam molestiae.

Cumque aut voluptatibus eaque rem fuga aliquam similique. Natus enim et error nihil soluta vitae minima unde. Iure fugit alias ullam nobis ea doloremque veritatis. Eligendi eos rerum rerum modi ratione voluptas. Vitae velit excepturi qui totam molestias impedit omnis.

Dolor expedita iusto esse exercitationem facere rerum. Modi cumque et sed et labore sit. Sint atque illo quisquam possimus minus et eaque. Dolorum voluptas ut expedita ut. Voluptate ratione quae quas eaque voluptate quisquam.

Ea minima accusamus consectetur possimus. Aspernatur beatae est nihil rem. Eos libero blanditiis a praesentium magni voluptas ipsum possimus. Sit vitae recusandae qui doloribus. Ex blanditiis nobis quo maxime excepturi delectus dolores corrupti. Nemo unde qui in sit. Rerum deleniti qui ea dolorum tenetur qui.

Career Advancement Opportunities

August 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.0%
  • Citadel Investment Group 97.0%
  • AQR Capital Management 96.0%
  • Magnetar Capital 95.0%

Overall Employee Satisfaction

August 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Two Sigma Investments 94.9%

Professional Growth Opportunities

August 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.0%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Total Avg Compensation

August 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (11) $372
  • NA (9) $320
  • Engineer/Quant (83) $287
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (76) $193
  • Analysts (233) $178
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (276) $95
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
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
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...”