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?

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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.
 

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