What Might the Interviewer Look For?
I was provided financial information for a deal from a company and have been asked to make a presentation touching on various aspects of the deal. No metrics need to be calculated on my end, just put the information together. They have asked me to give a higher level analysis of the requested/provided info. Other than showing the most important metrics from the modeling, is there anything else I should include to make it "higher level analysis"? I want to be as thorough as possible so they see that I am capable and competent.
So, you should consider the role of the firm you are interviewing with, i.e. GP vs. LP, etc. and present an 'investment recommendation' aka 'Investment Committee' or 'ICOM' presentation. Sections typically include (my order is just stream of memory, not how I would organize an ICOM deck)...
1. Executive summary/investment thesis
2. Market analysis (national/macro, local/MSA, submarket)
3. Financial analysis
4. Exit Strategy & Options (I would pay major attention here, lots of 'high level' stuff possible)
5. Risks & Mitigation
6. Detailed Property/Deal Description
7. Financing/Partner-Lender Analysis and Discussion
8. Firm/Fund Strategy (and how this deal fits into broader firm/fund strategy)
That is just a rough outline at best, clearly you should not limit yourself to what they give you. Get other market data/info where possible. If it is a value-add or development deal, those elements and their risk/returns should be specifically discussed. Final point, pay a lot of attention to making it look really good and professional. The crap that people can turn into a professor and get an A could be graded below C in the real world. Spend time on this if you really want to win the job.
Thanks for the reply. This is very similar to what they requested I include. They only asked for a few slides total for the information, so I want to be sure I touch on all the important aspects. So the "higher level analysis" is likely referring to presentation as a whole? I was a little confused as to how I could provide a higher level, specifically referring to the financials since the modeling has been completed.
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