Interviewing with a UMM next week…help!

Hello, I currently work at a law firm (non-attorney) and was approached by a large PE firm about a position in their Investor Relations department. I have a set of interviews next Monday, which will be my second round, and it was also mentioned that I will complete a case study next week. The problem is I have zero financial background. What can I expect from my next round of interviews/what do I need to know? And for the case study, will they actually ask me to create a financial model, knowing that I don't have any experience in finance? 

Comments (3)

  • Associate 2 in PE - LBOs
Jan 12, 2022 - 9:34pm

I highly recommend, tonight, finding other people with IR backgrounds at similar UMM firms on LinkedIn, and then reaching out to ask for their advice directly. This is an extremely niche topic and there are not that many IR folks here. @earthwalker7 has done cap intros which is probably the closest I can think of off hand on this forum.

  • Associate 3 in PE - Other
Jan 12, 2022 - 9:47pm

For my firm's IR case studies, we make our IR team draft investment summary slides off of a deal they did (we would give you info on the deal), and then pitch them.  No modelling required beyond copying over financial data and making it look pretty and formatted.  

Make sure you can give a 2 minute elevator pitch on the firm as well as if you were pitching to an investor. 

Side not to whomever is throwing shit at this, funds aren't making their IR team do LBO case studies. 

Jan 13, 2022 - 2:00am

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