Rothschilds associate modelling test. Any insights?

As the title suggests, does anyone have any insights into the Rothschilds modelling test.

I have been told it includes three statement financial model, DCF and LBO. Would appreciate any insight for those who have taken it.

This is for a London role btw. Thanks in advance

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2 Comments

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Based on the most helpful WSO content, Rothschild's modeling test for a London role typically involves building a 3-statement financial model, DCF, and LBO. Insights from similar tests suggest the following:

Time Constraints: These tests are often time-pressured. For example, in a similar case study (Oaktree), candidates had to build a 3-statement model and LBO in just one hour. Expect limited information, requiring you to make reasonable assumptions.
Focus Areas:
- 3-Statement Model: Ensure you can link the income statement, balance sheet, and cash flow statement seamlessly.
- DCF: Be prepared to calculate free cash flows, discount them using WACC, and derive a valuation.
- LBO: Understand the mechanics of leverage, IRR calculations, and sensitivity analysis.
Preparation Tips:
- Practice building models from scratch under time constraints.
- Familiarize yourself with common assumptions and adjustments in financial modeling.
- Review WSO's financial modeling resources, including templates and guides for 3-statement models, DCF, and LBO.
Additional Advice: If there’s a debrief or follow-up interview, be ready to explain your assumptions and methodology in detail.

Good luck with the test! If you need further preparation, WSO offers 9 free financial modeling lessons and 27 financial modeling templates that could be helpful.

Sources: Rothschild (LDN) M&A or Debt Advisory/Restructuring?, Lazard v Rothschild? LDN, Oaktree Modeling Test /Case Study, Rothschild NYC, Help with 3-Statement Model Test

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Rothschilds associate modelling test. Any insights?

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