Three Statement Modelling resources?

hey everyone, i'm a rising sophomore,

For anyone looking to break into the industry directly out of undergrad, are there any HF-specific resources to learn the technicals like 3 statement modelling for ex? Any comprehensive online course recs/resources would be appreciated.

Further, any advice for stuff to do over the summer to better prepare for HF recruiting? thanks!

11 Comments
 

Okay, cool. I'd say you can probably find loads of resources on WSO itself, somewhat costly but I've read that it's worth it and they have one that is directly positioned for HFs.

Otherwise, other sites e.g., CFI institute (I know these guys are used by some funds that a couple of my mates work at), New York Institute of Finance, wall street prep and other similar sites.
Some cheaper ones you might find on Udemy, Coursera etc. and will probably be of good use too.

Just depends on what you are after specifically, really.

RE Advice of stuff to do over the summer

Try and get a placement/internship/work scheme anywhere you can. I have never worked in IB but can tell you first hand that if you don't ask, you don't get. Do whatever you can to show people that you're interested.

A recurring question I heard from my friends who wanted to get into IB/HF straight after uni was "why has it taken you so long to show an interest in this field" (crazy to me at the time, but now I do get it).

I'd say email companies, find people on linkedin, look for people who may be able to give you a weeks' work experience. Anything you can to set yourself apart from those people who think they can simply waltz into one of these roles because they have good grades (some actually can, but don't let that get you down).

Check to see if there are any societies within your uni that are related to investing as well. You may also find that your professors have contacts and the worst they can say is "no".

 

Most funds that take straight out of undergrad don't care about modeling at all. I guess I'm referring to Point72 and Citadel. For those you should focus on developing your understanding and intuition of how analysts think high level. Even some smaller funds that ive seen take undergrads dont overly emphasize modeling.  

 

I think this is incorrect, especially for full time hires. I feel like strong modeling is just about as much as you can contribute as a fresh junior joining a pod.

 
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Interestingly I can see it both ways. 

1) better to know nothing except raw modeling and valuation skills to crunch things out, so you can be taught/guided on what to care about

2) better to have strong intellect / be thoughtful / judicious. Anyone can pick up and fine tune the basics of corp finance/modeling/valuation, but actually being able to decipher signal from noise, and make good forecasts, requires more than pure excel skills + accounting 101.  

Reality is somewhere in between obviously, modified by the fact PMs will typically hire whoever reminds them of themselves / their own path 

 

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