Interviewing with a UMM next week…help!

Hello, I currently work at a law firm (non-attorney) and was approached by a large PE firm about a position in their Investor Relations department. I have a set of interviews next Monday, which will be my second round, and it was also mentioned that I will complete a case study next week. The problem is I have zero financial background. What can I expect from my next round of interviews/what do I need to know? And for the case study, will they actually ask me to create a financial model, knowing that I don't have any experience in finance? 

Comments (3)

  • Associate 2 in PE - LBOs
Jan 12, 2022 - 9:34pm

I highly recommend, tonight, finding other people with IR backgrounds at similar UMM firms on LinkedIn, and then reaching out to ask for their advice directly. This is an extremely niche topic and there are not that many IR folks here. @earthwalker7 has done cap intros which is probably the closest I can think of off hand on this forum.

  • Associate 3 in PE - Other
Jan 12, 2022 - 9:47pm

For my firm's IR case studies, we make our IR team draft investment summary slides off of a deal they did (we would give you info on the deal), and then pitch them.  No modelling required beyond copying over financial data and making it look pretty and formatted.  

Make sure you can give a 2 minute elevator pitch on the firm as well as if you were pitching to an investor. 

Side not to whomever is throwing shit at this, funds aren't making their IR team do LBO case studies. 

Jan 13, 2022 - 2:00am
devita, what's your opinion? Comment below:

Et ab eveniet officiis voluptatem et. Ut explicabo voluptatem debitis rem.

Dolore ea expedita dolorem incidunt veniam. Incidunt consequatur sint quia odio. Quo animi quia natus tenetur quis.

Dolor voluptatem autem id ea. Qui temporibus voluptatem tempora vero id inventore. Tenetur maiores ipsam tempora non voluptas.

Start Discussion

Popular Content See all

Laid off as ASO1 - What Next?
+76PEby Associate 1 in PE - LBOs
Motive Partners
+65PEby Principal in PE - LBOs
PE IR "growing"?
+45PEby Intern in PE - Growth
Getting a sense of WLB at PE firms?
+42PEby Associate 1 in PE - LBOs
Moving from investment team to BD?
+20PEby Associate 1 in PE - LBOs
PE Secondaries Recruiting/HHs
+18PEby Associate 1 in IB - Gen
What does hardo mean?
+17PEby Associate 3 in PE - LBOs

Career Advancement Opportunities

September 2022 Private Equity

  • The Riverside Company 99.5%
  • Warburg Pincus 98.9%
  • Blackstone Group 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.8%
  • Apollo Global Management 97.3%

Overall Employee Satisfaction

September 2022 Private Equity

  • Blackstone Group 99.4%
  • The Riverside Company 98.9%
  • Ardian 98.3%
  • KKR (Kohlberg Kravis Roberts) 97.8%
  • Bain Capital 97.2%

Professional Growth Opportunities

September 2022 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 98.9%
  • Warburg Pincus 98.4%
  • Blackstone Group 97.8%
  • Ardian 97.3%

Total Avg Compensation

September 2022 Private Equity

  • Principal (8) $676
  • Director/MD (22) $599
  • Vice President (82) $363
  • 3rd+ Year Associate (82) $276
  • 2nd Year Associate (189) $265
  • 1st Year Associate (359) $225
  • 3rd+ Year Analyst (28) $157
  • 2nd Year Analyst (75) $133
  • 1st Year Analyst (221) $122
  • Intern/Summer Associate (25) $68
  • Intern/Summer Analyst (268) $58