Equity modeling? Resources and tips for how to prepare and what to know?

Hi all, I am interviewing for an equity position at a company and want to prepare for possible next rounds. My background is mostly in agency underwriting so this is a bit out of my expertise. What technical questions may I run into, terms and modeling I may want to familiarize myself with? Some of the job description is below. Thanks!

This team delivers various equity, preferred equity and structured finance solutions to xxxx multifamily and healthcare Fannie Mae, Freddie Mac, CMBS, Bridge, and SASB borrower clients.

Primary Duties and Responsibilities:

  • Create equity models (proforma and waterfall) for potential deals and perform analysis of deals using sizing and modeling tools.
  • Help process and manage the preferred equity flow business including logging new deals in the group’s pipeline and providing initial sizing to the loan desks and originators.
  • Prepare equity packages for potential investors.
  • Participate in capital source meetings.
2 Comments
 
Most Helpful

Incidunt ducimus odit modi vero et sed. Ullam et et expedita reprehenderit. Distinctio exercitationem quo eum libero est est.

In tenetur saepe asperiores. Quia aliquid et ab magnam voluptates consequatur occaecati. Ipsam perferendis aut vel veniam. Fugit dignissimos aut dolores voluptatem dolor ut.

Debitis dolore magni rerum minus et ea quia. Quibusdam blanditiis corrupti aliquid consectetur optio omnis. Dolorem quo rerum provident ullam dolores facere aut. Aliquid officiis cum dicta blanditiis harum reprehenderit.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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

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...”