Investor Relations Case Study
Does anyone know what I can expect in an IR case study or has experience with IR case studies? I have an hour long case study and zero clue as to what I should expect for it. Any help would be greatly appreciated thanks!
Hey BigBankBabe, the following topics might be helpful:
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Fingers crossed that one of those helps you.
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I have 1 from Cerberus I can email you
Hi could I get that case study if you still have it? Going through an IR process now, thank you!
I’d also like to take a look! Please dm me!
Could I take a look as well? currently going through the process
Hey man, mind sending my way too? I have one I can share too if you’d like
Could you please pm me as well? Thanks
mind sharing with me as well?
can you send me as well or upload as attachment to this thread please? I would also like to have a look at it!
Can you please email it to me!!
Can you please share with me? Going through a similar process now
please could I have a look too? Thank you!
Mind sharing with me pls? Tyty!
Could you please share it with me as well?
could you please email?
Would really appreciate getting this also! Many thanks
Can you please email to me too? I’m currently in an interview process
Hi do you mind PM’ing me as well? I’m also going thru a process
Hi do you mind PM’ing with me as well?
Hi - Can you please email to me?
Is it possible to send it to me as well please! Thank you!
Hi could you please send me it, I would love to have something to prep for or mention in interviews as I'm really looking to break into this field.
Would you mind pm'ing it to me? Going through a case study this week so would be immensely grateful
Hi could you PM me as well? Thank you!
could i please take a look? please dm me
Can't you mofos just upload the stuff somewhere and post a link? This looks like the beginning of a 100+ "can you please PM me?" posts thread
I'm genuinely curious as to what these lurkers do who usually never say anything or ask questions but then ask for singular resources. Like, do they even study them properly afterwards? Why don't they come back to ask questions
can someone that has received it upload as attachment please? I would also like to have a look at it!
Hi guys, please can someone share with me too? Really appreciate your help in advance!
Can someone share with me as well please?
Interested as well!!
Could someone please share it with me as well? Thank you
Please share, much appreciated
First, sorry for not being helpful.
I was just curious which firm perform case study for IR positions. Maybe for entry analysts role to prevent company from hiring someone really not familiar with PE jargons and concepts.
Context for this question is I work at one of biggest LPs in the world and know a tons of IR guys but haven't heard anything about IR case study yet. Just out of curiosity..
That's essentially the reason. IR case studies are meant to test basic knowledge of fund formation and capital raising, honing in on the mechanics, such as cobbling together a set of slides for presentation (including a straight forward overview of portco's), basic technicals (building and running through a fund model) or presenting a mock FOF manager selection process across various fund opportunities. It's a very wide range given no one really knows how to test for "IR skills" at the junior level. And to your point, they've really only started doing it recently. So current mid-level and certainly senior-level IR professionals have never even heard of such case studies as the screens used by firms back in the day were very different.
Years ago and up to present day, few ppl graduated college thinking they'd be an IR / capital formation professional. In the past, it was mostly: "hey, you're a woman and white and don't seem too keen on staying on the investment side, do you want to pivot to IR?" Thankfully, the field has grown, exponentially in recent years and you see much more development and thought being dedicated to this space. IR still has a long way to go but GPs and LPs alike are increasingly apprecating the function's value, in particular during times like this when capital raising is difficult. I can assure you that all the firms who had dedicated time, attention and resources to IR prior to 2022 are doing just fine and probably even flourishing right now.
Hello,
Thank you so much for your detailed, more importantly insightful answer.
I could not agree more that the importance of IR function is sometimes highly underestimated to senior guys. I hope I had any means to contact to you directly to talk about the industry. Have a good day
What I would generally do is some combination of the following: Read something and create a few slides around it (or maybe reformat some slides), basic excel work (given investment data and summarize it in a thoughtful/aesthetic way), write an email / short document pitching a fund.
At the junior level ultimately I just want someone who can solve unstructured problems independently and that is surprisingly difficult to find. As far as technicals, you obviously don’t need to underwrite deals but you should be familiar enough with a strategy that if I put an SOI in front of you with data that looks off you are able to flag it. Attention to detail, critical thinking, proactiveness, all the generic characteristics of junior employees in any field are relevant here.
hi there, just wondering if possible for you to share an example of a pitch email for a fund? many thanks!
pls could someone send to me as well pls
I would really appreciate if you could email it to me! Please DM me!
If you are hot then you passed the case study in investor relations
could someone please email me as well thanks! would really appreciate it
Were you able to get it?
hi can someone send the case here too. Am struggling to find much cases on IR. Any help will be much appreciated
same can someone send to me please
Could someone please share with me as well?
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