Capital & Portfolio Management – Excel Test
I have an upcoming Excel assessment for an Associate role within a capital/portfolio management team in an investment bank.
From what I understand, the group focuses on portfolio analytics, profitability, and capital usage across lending exposures.
For anyone who has taken something similar:
- What did the test look like?
- Was it more data-cleaning + pivot work or actual modeling?
- Any good practice models or templates you’d recommend reviewing?
Appreciate any insight.
I’m guessing this is for WF? I’m currently an associate here in IB (previously in cb and remember that team)
Yes exactly, exactly. I would really appreciate any insight you have on what the Excel portion looks like or how technical it tends to get. Mainly trying to calibrate whether it’s more dataset analytics vs. modeling-heavy. I am also at WF now and just switching groups
I never interviewed with that specific team although I have familiarity over their day to day. I would image much of the excel test to be related to cash flow projections, debt repayment analysis, and calculating/analyzing different credit metrics and return ratios since that’s kind of the main quantitative outputs in capital mgt
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