Sep 20, 2024

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 excel case study (1hr) and zero clue as to what I should expect for it. I also have a follow up powerpoint case study over the course of several days. Any help would be greatly appreciated. Thanks!

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5 Comments

WSO Monkey Bot

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)

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.
Data Analysis: Be prepared to analyze financial data, identify trends, and make projections.
Excel Skills: Ensure you are comfortable with advanced Excel functions such as:
- Index Match
- Advanced Excel Formulas
- Excel Shortcuts

PowerPoint Case Study (Several Days)

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.
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?

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Analyst 1 in IB - Gen

bump

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Stockbroker Meaning

Anonymous Monkey

Bump I thought u didn’t need excel for IR lol

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user_140

What was your excel case study like? I have one on Monday and looking for any info

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10YRBondorBust

11mo

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Investor Relations Case Study

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