HF Interview Prep. PLEASE HELP

I have a first round interview with a small hedge fund next week for a Financial Modeling role.  Super small fund, ~200mm AUM, and it appears they've outsourced the HR function to a recruiter, with whom I'll be speaking.

The recruiter says there will be a short calculation exercise that we'll do via zoom (I assume I'll share my screen), where he will provide financial information of a company and I will have to perform calculations of some "financial ratios".

Has anyone had an interview similar to this? How can I prepare? What ratios do you think are relevant to know?

I'm a CFA L3 candidate, and relatively well versed in corporate finance, but don't want to be thrown off guard by any random calculations he may ask for.

Cheers!

2 Comments
 

Review all the ratios in CFA booklet? We don't know how this fund invests so it's hard to say whether they focus on return on capital ratios or liquidity / solvency ratios, KNOW THEM ALL. 

What matters more: they want to hear your interpretation of how ratios for a company have changed over time (and what they can be in the future based on historical trends and where business is going). 

 

Suscipit saepe esse dolorum est quos aut est. Quia et corporis accusamus voluptates magni provident voluptatem error. Accusantium unde impedit error accusantium aut expedita ea. Voluptatem voluptatem totam sapiente molestiae corrupti.

Saepe aperiam voluptatem qui ducimus suscipit vitae. Minus officiis rerum omnis consequatur quia est. Ipsam rerum voluptas et velit aliquid dignissimos. Voluptatem ex praesentium quis odit est repellat voluptatem. Enim praesentium inventore atque aliquid eius est quia quia. Possimus placeat distinctio rerum ex nihil. Quam velit aut aperiam ut inventore unde.

Ut mollitia perferendis illum aut voluptatem. Magni iusto error odio nesciunt autem ipsum beatae. Et qui ducimus suscipit molestiae.

Dolor maxime qui dolor minima doloremque culpa voluptatem. Pariatur quo et commodi facere voluptas ipsum accusamus recusandae.

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...”