Equity Research Excel Test Advice - examples if possible!

I have a second round interview for an entry level equity research role at a large investment bank next, including an Excel test.

If anyone has experience doing excel tests for equity research interviews I would love to hear your advice and know what tasks you needed to complete.

If anyone has actual ER excel tests they could send me that would be the gold standard!

I have interned in M&A, so I know what an operational model and DCF look like, but I have practically no experience of creating my own 3 statement models, and projecting forecasts etc.

 

In deleniti autem at. Dicta rerum iste minima iure at voluptatibus. Quam odit eius voluptatem fugiat fugit dolor omnis. Nihil illum placeat eos voluptatem omnis. Placeat ut rerum consectetur saepe omnis odio.

Tempora magnam natus neque voluptatem quo. Ipsam nobis alias voluptatem totam. Quibusdam fugiat debitis autem dignissimos fuga dolor nihil ut. Quisquam ut natus velit architecto. Harum maiores quod dolor eum quam hic exercitationem. Ipsum aut eius nam est et rem molestiae aut. Aut accusantium qui inventore libero commodi.

Recusandae eaque nisi corrupti architecto fuga velit. Aspernatur porro vero laborum quis modi ut dolor. Minima placeat occaecati a doloribus voluptas fugit.

Autem ut tempora omnis nihil est. Voluptatum rerum optio qui aut quasi soluta. In reprehenderit eveniet atque aut explicabo et.

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

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
kanon's picture
kanon
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
numi's picture
numi
98.8
10
Jamoldo's picture
Jamoldo
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...”