Anyone have any idea what the case study might be? Really want to be adequately prepared
Have already attempted a 4H modelling test, therefore I highly doubt it will be related to modelling.
Welcome any thoughts on this! Thank You!
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Based on the most helpful WSO content, buy-side infrastructure fund case studies often focus on areas beyond just financial modeling, especially if you've already completed a modeling test. Here are some possibilities to consider for a 3-hour case study:
Investment Memo Preparation:
You might be given a brief information packet about an infrastructure asset (e.g., a toll road, renewable energy project, or telecom tower) and asked to prepare a short investment memo. This could include:
Qualitative Analysis:
The case could involve analyzing a specific sector or trend in the infrastructure space. For example:
Deal Structuring or Strategy:
You might be asked to propose a deal structure or strategy for acquiring an asset. This could involve:
Market Trends and Sector Analysis:
Some case studies focus on your understanding of the infrastructure market. You could be asked to:
Portfolio Management:
A scenario where you analyze an existing portfolio of assets and recommend actions (e.g., hold, sell, or reinvest). This could involve:
To prepare effectively: - Review research reports on key infrastructure sectors. - Practice summarizing investment opportunities concisely. - Brush up on qualitative aspects of infrastructure investing, such as regulatory considerations, ESG factors, and risk management.
Good luck with your case study!
Sources: Overview of Infrastructure Private Equity, Infra PE recruiting / prep, Q&A and Yet Another Post On How To Break Into The Buy-side, Overview of Infrastructure Private Equity
bump
What type of fund? There will very likely be modeling
Have already did a 4h infra modelling therefore i doubt it will be another modelling
For the same shop? Did you pass it? Possible they are giving you another chance at a modelling test, have not heard of a non-modelling related case study for an infra fund. The most it could be imo is IM + DD + light model rather than pure modelling.
A friend of mine had two separate modeling tests for Brookfield. One was pure play complex asset build where they were assessing for the correct IRR. The second was a case study which was presented to senior members of the team. Sounds like an intense process if that's the case
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