Moelis modeling test for laterals
Does anyone have any insight into the technicals/modeling test I can expect during Moelis lateral recruiting.
Does anyone have any insight into the technicals/modeling test I can expect during Moelis lateral recruiting.
| +156 | UBS Tech layoff | 52 | 12h |
| +143 | UBS’s M&A BANKERS ARE DOING TERRIBLY. $200M EXTRA IS BEING CUT | 29 | 6h |
| +143 | Analyst: Why is UBS IB doing worse than peers?, UBS CFO: No Comment | 20 | 8h |
| +57 | How do YOU manage networking requests? | 16 | 7h |
| +46 | Are target prospects getting dumber? | 20 | 2h |
| +37 | What Differentiates the Best Analysts as AI Improves? | 9 | 3d |
| +36 | Quitting After First 4 months | 12 | 12h |
| +34 | MBB Pay Raises | 26 | 12h |
| +33 | Cornell Club T10 Rankings (UPDATED 10/2026) | 19 | 1d |
| +23 | Leaked Interview Questions to Chinese Recruiting Services | 14 | 3h |
Career Resources
Modeling test is a straightforward 3-statement template, not from scratch. Given 90 minutes (I think?) to complete. Should be a breeze if you have adequate modeling skills, if none I would practice practice practice.
Though I'm sure you're doing that anyway ...
Disclaimer: this intel is from 3-5 years ago.
Good luck and may Ken smile down upon you.
Thank you - can you give me some more insight into the technicals? Anything I should particularly focus on?
Standard technicals about LBOs, acc/dil, etc. are all fair game. But once you get past those, they will likely try to get a sense of your instincts/institutional knowledge.
They might ask you (generally): how you think about valuing a business, why a company could be valued more than another, describe something interesting you've learned/witnessed in your current role, etc.
An example: I have a ball bearing manufacturer with ~25% margins. How do I value it? The correct answer involves asking qualifying questions (growth, capex, size, comps, level of M&A activity in the space, etc.) but after all they they might just ask "what do you think?" If you have had a good experience in your first 2 years of banking, you can hopefully provide an educated guess.
(Answer: 8-10x, but that doesn't tell you much with the info I've given you)
OP, are you lateralling as an Associate or Analyst? Is this for the Tech position?
Tech analyst role
When did you hear back from them after applying?
Is Moelis SF any good? Looks like lots of 500m tech deals
Can someone provide insight on what the format of the modeling test was? 3 statement / LBO?
Any take on what it entails? Is there a merger model?
I have something. DM if interested to know more
Illum velit veritatis explicabo nam facilis est explicabo. Enim omnis ipsum incidunt occaecati et qui consectetur aut. Iure perspiciatis est sequi sint nostrum consectetur consequatur.
Voluptas quibusdam esse tempora occaecati. Occaecati corporis vel quidem vitae nihil possimus ut. Distinctio rem eaque possimus in ut nemo quaerat nisi. Dignissimos iste consequatur minus nesciunt. Repellat ut nam suscipit praesentium id. Mollitia eligendi optio sed itaque rem quas.
Tenetur expedita doloribus consequatur animi maxime tempore iste. Dolorem ipsa mollitia in id. Deserunt consequuntur minus quos explicabo ex excepturi ullam quam.
Possimus veniam aut doloribus sunt qui voluptatem. Molestias repellat non et provident rerum maxime. Ut deserunt dignissimos et. Consequatur qui officia omnis dolores quo soluta. Aut porro magnam quia inventore natus.
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...