For those of you who worked at a BB that has a separate modeling group (M&A), do you feel like you gain less technical skills?

Hello fellow monkeys,

I am an incoming FT analyst joining a BB coverage group that does not do in-house modeling (primarily M&A). Curious to get perspectives from those who were in the same boat- do you feel like you gained less technical skills during your two years of analyst gig? Does this impact you negatively during buy-side recruiting? What have you done to overcome it?

My assumption is that some BB will do modeling in-house within the coverage group, while others outsource it to its dedicated product group. Feel free to correct me if I am wrong and appreciate all the insights!

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Not really a big deal as long as you understand the strategic part of your deals and have the numbers down cold. The modeling tests in PE recruiting are super simple and less complex than the models you'd do for a basic pitch before getting M&A involved.

Once you start your PE job your models will get much more intricate but it's not particularly difficult to figure it out on the job. The important part is understanding key business drivers vs. complexity just for the sake of it.

 

Can you give some sort of indication of bank? As I haven’t really come across a coverage team that doesn’t take care of the modelling in-house. It also doesn’t make sense to have an M&A team create an OpModel as you need at least some sort of sector expertise (for which you usually leverage senior bankers). Sure, I can see an M&A team taking care of the valuation part but that’s just filling in parameters in a template model

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