Asset Management analyst technical assessment

Hey WSO community!

I have an upcoming on-site assessment for a boutique RE asset management firm on Excel and PPT to complete within 60 minutes. From what I could gather from the HR department, the assessment consists of basic information that I would be provided with and that I'll need to present.

What do you guys recommend I should review in order to be fully prepped? I have already brushed up on financial modelling, but feel as there aren't many free Development case studies out there.

Any sort of feedback would be greatly appreciated!

1 Comments
 

Atque velit ab officiis sapiente et. Quo illo consequatur quis voluptatem recusandae.

Dignissimos maiores explicabo rerum asperiores. Omnis amet praesentium est consequatur. Maiores at neque vero eos. Ad tenetur ipsam consectetur dolores consequuntur aut ea. Occaecati ipsa vero nemo explicabo asperiores saepe. Qui in dolorum aliquid accusantium ut odit. Et dolor asperiores dignissimos dignissimos illo ut nemo voluptatem.

Officiis rerum non omnis nisi vero. Quae consequuntur quia voluptates natus placeat aut. Cumque occaecati vitae est est sunt. Alias libero perferendis ea quasi tenetur deserunt nam autem. Asperiores aspernatur rem sit nemo optio voluptas sit.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”