Case Study for Investment Banking Interview with No Experience

For my first round interview, a firm sent me a case study to take home and to finish it by mid-January. Problem is that I have never actually modeled and done 3 statement modeling, financial modeling, DCF, LBO, etc. If I buy Wall Street Prep premium package right now and just zone in on it, do you think it's possible for me to do it? or do I need more time to learn?

9 Comments
 

It depends how well you know finance, but it could easily take a couple of weeks. Take 2-4 days to familiarize yourself with a 3 statement model and how to build one from scratch. Then spend a few days to learn the DCF as well as the basic LBO. It can take quite a few tries to fully understand the mechanics of the more complex LBOs and have them finished within a certain amount of time.

It sounds like you have the full amount of time to complete the case study / model, so it could help to look through your case study to see what you'll need to do, and then go through the courses to apply what you learn.

 

Veritatis aspernatur omnis sunt aliquam. Autem unde iusto consequatur labore repudiandae. Fugit adipisci facere officiis sapiente eligendi. Tempore eos fuga illo eligendi. Et quis in autem et sit. Adipisci blanditiis placeat corrupti ut.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (66) $101
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
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
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...”