Good Case Studies to Practice Modeling for a Portfolio/Asset Management Role?

I'm about 70% done with Bruce Kirsch's REFM modeling course and feel generally comfortable with modeling out waterfalls and development cash flow distributions/debt, but do portfolio/asset management modeling tests go that in depth or are they primarily just sensitivity analyses, modeling cash flow growth rates, debt service, etc.  And are there any helpful case studies/practice exams for portfolio/asset management (as opposed to ground up development and acquisition models) modeling tests? And if so, what are they and where can I find them?

2 Comments
 

Based on the most helpful WSO content, here are some insights and resources for practicing modeling for a portfolio/asset management role:

Key Focus Areas for Portfolio/Asset Management Modeling Tests:

  • Sensitivity Analyses
  • Modeling Cash Flow Growth Rates
  • Debt Service

Recommended Resources:

  1. Financial Modeling Resources:

    • What is Financial Modeling?
    • Types of Financial Models
    • Financial Modeling Best Practices
    • 3 Statement Model
    • DCF Modeling Training - Free Guide
    • Accretion Dilution Model
  2. Interview Questions & Answers:

    • 101 Investment Banking Interview Questions
    • Private Equity Interview Questions
    • Hedge Fund Interview Questions
    • Accounting Interview Questions
    • Venture Capital Interview Questions
    • Consulting Case Interviews
  3. Career Resources:

    • Salary & Compensation Guides
    • Job Descriptions
    • Designations Guide
    • WSO Company Database
    • Industry Reports
    • Technical Knowledge Articles
  4. WSO Community:

    • All Forums
    • Events and Training Bootcamps
    • WSO Videos + Podcasts
    • Finance Dictionary
    • WSO Newsletters
    • Best Forum Content - All Time
  5. Templates:

    • Financial Modeling Templates (.xlsx)
    • Word Documents (.docx)
    • Presentations (.pptx)
    • Investment Banking Resume Template

Where to Find These Resources:

  • Wall Street Oasis (WSO): The WSO platform offers a comprehensive collection of financial modeling resources, interview questions, career guides, and community forums that can be highly beneficial for preparing for portfolio/asset management roles.

By leveraging these resources, you can enhance your modeling skills and be better prepared for the specific requirements of portfolio/asset management modeling tests.

Sources: Case Studies & Modeling Tests: How Exactly Are They Administered?, Asset Management Academic Primer for Internships/Grad Programs, Real Estate Asset/Portfolio Management Tips and Tools, Any good books on Asset Management, Yale SOM Master in Asset Management

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Quasi totam praesentium ex ipsam. Debitis enim atque vel.

Libero qui dolorem et culpa et. Maiores cupiditate voluptates sit distinctio doloremque quis eaque id. Ducimus omnis laudantium quia laudantium aliquam repudiandae nostrum nihil. Laborum voluptatem eum molestias dolores quisquam sit. Eveniet nisi quibusdam quam distinctio et.

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 (67) $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
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”