Investor Relations Case Study

Based on the most helpful WSO content, here are some insights and resources that might help you prepare for your Investor Relations (IR) case study:

Excel Case Study (1 hour)

1. Financial Modeling: You might be expected to build or analyze financial models. Familiarize yourself with:

   • 3 Statement Model: Understanding the income statement, balance sheet, and cash flow statement.
   • DCF Modeling: Discounted Cash Flow analysis.
   • Accretion/Dilution Model: Impact of mergers and acquisitions on EPS.

2. Data Analysis: Be prepared to analyze financial data, identify trends, and make projections.

3. Excel Skills: Ensure you are comfortable with advanced Excel functions such as:

   • Index Match
   • Advanced Excel Formulas
   • Excel Shortcuts

PowerPoint Case Study (Several Days)

1. Presentation Skills: You will likely need to create a compelling presentation. Focus on:

   • Pitchbook and Presentation Mastery: Structuring your slides effectively.
   • Visual Aids: Using charts, graphs, and other visual tools to present data clearly.

2. Content: Your presentation might include:

   • Company Analysis: Detailed analysis of a company’s financial health and market position.
   • Strategic Recommendations: Proposing strategies based on your analysis.
   • Investor Communication: Crafting messages that resonate with investors.

Additional Resources

• WSO Academy Courses: Consider courses like the PowerPoint for Finance Course and Financial Statement Modeling to sharpen your skills.
• WSO Community Forums: Engage with the community for tips and shared experiences.

Tips

• Time Management: Practice managing your time effectively to complete tasks within the given timeframe.
• Attention to Detail: Ensure accuracy in your financial models and clarity in your presentations.

Good luck with your case study!

Sources: What to Know on PowerPoint before IB internship, J.P. Morgan HireVue Interview Questions: What to Expect, What to expect/how to excel in a SA IB internship, Thoughts on Investor Relations? A good or bad move?, What should I expect for virtual investment research internship?