10 Comments
 

For the modeling test at Brookfield, while specific details about their exact process aren't provided in the WSO dataset, here are some general insights based on similar Asset Management (AM) roles and modeling tests:

  1. Modeling Test Expectations:

    • Typically, AM modeling tests focus on financial modeling skills, such as creating or analyzing DCF models, portfolio performance, or asset-level underwriting.
    • You might be asked to work on a single asset underwriting or a portfolio analysis. Some tests could involve creating sensitivity tables or analyzing returns.
    • Time constraints are common, so practice building models efficiently and accurately under pressure.
  2. Firm and Culture:

    • While the WSO dataset doesn't provide specific insights into Brookfield's current work culture or office policies, many firms in the AM space have been transitioning to hybrid models. However, some firms still maintain a 5-day in-office policy, especially for roles requiring collaboration or access to proprietary systems.
  3. Preparation Tips:

    • Brush up on Excel skills, including shortcuts and advanced functions.
    • Review financial modeling basics, such as DCF, LBO, and sensitivity analysis.
    • Practice interpreting and presenting data clearly, as you may need to defend your model or provide insights during follow-up discussions.

If you're looking for more tailored advice, consider exploring WSO's financial modeling resources or forums for firsthand experiences from others who have interviewed at Brookfield. Good luck!

Sources: Case Studies & Modeling Tests: How Exactly Are They Administered?, Bro culture in the office, Brookfield Asset Management Public Securities Group, Why Work in Asset Management?, Ask me anything - MM PE Associate, 1 year in

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