5 Comments
 

Using external tools like Claude (or any AI) for a take-home model test in a PE process is risky and could backfire. Based on the most helpful WSO content, here are the key considerations:

  1. Ethical and Professional Risks: Many firms expect candidates to complete take-home tests independently. Using AI tools could violate the integrity of the process, especially if the firm explicitly prohibits external assistance. If discovered, it could harm your reputation and future opportunities.

  2. Traceability: While AI tools like Claude don't inherently leave a direct trace in your work, there are risks:

    • If the output contains errors, inconsistencies, or formatting that doesn't align with your usual style, it could raise red flags.
    • Firms might use plagiarism detection tools or compare your work to known AI-generated outputs.
    • If the model test includes unique or proprietary elements, using AI could inadvertently expose sensitive information.
  3. Best Practices:

    • If you choose to use AI, ensure you thoroughly review, verify, and reformat the output to align with your personal style and the firm's expectations.
    • Focus on learning and practicing modeling skills beforehand. WSO threads suggest practicing with sample models and tests to build confidence and proficiency.
    • If you're unsure about the rules, it's better to clarify with the firm or avoid using external tools altogether.

Ultimately, relying on your own skills and preparation is the safest and most professional approach.

Sources: What does a model look like at a L/S hedge fund? What is the diligence process like?, My PE Recruiting Process, Preparing for Associate Role?, PE Funds that Win - and IB that Tries

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Quaerat sint esse voluptatem neque est consectetur. Nostrum quasi eveniet totam eum magnam libero amet. Ratione repellendus repudiandae cumque voluptatum nam accusamus eius.

Ea et saepe commodi autem cumque et fugiat beatae. Eum odio quis veniam et laboriosam culpa officia dolorem. Exercitationem neque beatae eveniet beatae repellat.

Consequatur rerum vero debitis culpa dolore et quo. Perspiciatis totam qui qui dolor. Aut fugit accusamus repudiandae est sunt est perferendis. Ea iure ipsum autem blanditiis cumque optio voluptas. Rerum hic possimus voluptatum sed. Numquam et neque dolores ex provident.

Labore voluptas voluptates voluptate accusamus deleniti qui. Est voluptates qui consectetur autem laboriosam neque. Neque consequatur rerum et qui fugit corrupti cupiditate aperiam. Corporis ut veritatis non quo et qui molestiae.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
dosk17's picture
dosk17
98.9
10
bolo up's picture
bolo up
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...”