Jefferies Modelling Test
Next week I will be doing a 1 hour modelling test for an analyst position at Jefferies in a coverage group.
Apparently, it's their standard test where you need to fill in missing info based on provided assumptions.
Does anyone have any idea of what it could be? An LBO? A DCF? Any insights would be very much appreciated!
Thank you!
Is this for a full-time position? Did you apply for one of their start dates and the team reached out to you with this test?
Nope, it's for experienced hires
"Is this for full time?"
"Nope, It's for experienced hires"
I love WSO.
bump
would massively appreciate any insights on what this could actually be!
Did you do it? Any insight?
Out of curiosity - is this for Boston Industrials/aftermarket auto?
Had no idea that banks were conducting take-home modeling tests for analyst laterals, wow. From the kinds of technicals one would ask, it's safe to assume a basic LBO or DCF with a three-statement component given you have an hour or maybe a plain old three-statement.
Thanks! This gives me some stuff to work with.
Haven't done Jefferies model test before but have for a few other shops. One BB had me do some TSM dilution stuff and calc diluted EV and then do 5-yr DCF where they gave me historicals + 2 years of projections. Then did a de-brief where they questioned me on assumptions.
Another one was 5 hours I believe and it was build out operating model and high level LBO.
The other one I did was 2 hours and was a real quick high level LBO with case study questions about a company that they gave me an investor presentation of and ask questions about my thoughts about the company, comps, investment thesis, etc.
All these for lateral analyst opportunities. Hopefully that gives you some guidance but don't know how Jefferies does it
Thanks a lot dude - this is super helpful.
Hi- Thanks for the thread. Would you mind sharing what it was actually like?
Hey,
I hope the test went well, would you be happy to share what it actually was?
Thanks!
Bump. Any insights?
Bump, any clue?
Bump for insights
Bump for insights
Do all groups taking laterals at jefferies do this?
Bump...anyone done this recently? had a 2nd round last week and wondering if there is another round / case study portion in the HC group for a lateral analyst
did you end up doing the modeling test / case study?
Do you know what case study it is (DCF, LBO or even Merger Model)? Do you happen to have any access?
Given the length of the time, I would assume a simple/quick LBO model test (very straightforward) OR just crafting a DCF model. They would make you do simple Accretion/Dilution calculations based on different financing methods.
I happen to have done the model test. It is a 3 statement model but can obviously vary from team to team
Can I PM you?
sure
Can I DM you please?
sure
Can I PM you as well?
sure
Could you also DM me please - would be greatly appreciated
Hey there! I am doing this test this week and any insight would be appreciated. I cannot DM you because you're anonymous, so if you could msg me, I would be beyond grateful!
Are you doing analyst interview or associate?
PM me.
Used to go through a final round for asso level with their FIG group, the modeling is three statements not DCF, just for reference
Is this in london? Does anyone know what test the LDN industrials team use?
Hi,
Did you happen to take the test?
Hello, did you do the test ? Was it a 3 statement model as well or a different model ?
Doesn’t sound too bad if you’re just adding assumptions.
At JEF in coverage, our group asks you to use a 10k to pull in historicals, provides first 2 years of assumptions, then asks for P&L, DCF and LBO
Do you know whether this is the same for associate 0?
Wondering the same, any chance you’ve taken it yet?
Inventore alias qui nam iste sed eos quod incidunt. Odio hic sapiente consequuntur et qui voluptatem. Et sit explicabo repellendus dolorum voluptates ea voluptates. Qui sunt rem unde consectetur error.
Repellat officiis iusto ullam ut. Iste dolorem accusantium consectetur at. Iusto perferendis vel praesentium ducimus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Non provident eius sit sit. Facilis et voluptas at consequuntur. Tempore soluta veritatis eum aut fugiat cupiditate eum. Cupiditate repellat quod asperiores unde odio.
Officia et mollitia tempore id vitae accusamus distinctio. Tenetur consequatur harum non nulla autem. Sunt impedit qui repellat aut similique. Id et sed aliquid animi quidem exercitationem. Omnis rerum sint dolore quia sequi et. Quia odit officia maiores soluta dignissimos et praesentium.
Possimus aliquid quia est aliquam pariatur. Et non minus mollitia natus culpa aliquid. Rerum libero fugit voluptas voluptatem minima rerum animi. Blanditiis corporis tenetur est laboriosam odit fugiat sed ut. Velit minima est id aliquid at. Aliquid voluptatem sequi et et dolorem.