Moelis modeling test for laterals
Does anyone have any insight into the technicals/modeling test I can expect during Moelis lateral recruiting.
Trending Content - Investment Banking Forum
| +152 | ONLY THESE BANKS OR YOU STRUCK OUT | 39 | 1h |
| +122 | Why UBS Is the Worst Place to Start Your IB Career | 13 | 1h |
| +113 | IB Energy Drink Tier List / Ranking | 74 | 48m |
| +61 | Firm Thinks I'm Lying About Offer | 20 | 51m |
| +54 | Indiana University Fraternity Pipelines | 33 | 2h |
| +39 | Stay at Weak Dealflow Team or Lateral? | 12 | 1d |
| +36 | Rogo AI | 15 | 41m |
| +36 | Elite Boutique interview questions | 8 | 1d |
| +34 | Suspended for a Year | 11 | 16h |
| +23 | 1st Half 2026 (1H26) RX IB & RX Co. Rankings | 14 | 2d |
Career Resources
Modeling test is a straightforward 3-statement template, not from scratch. Given 90 minutes (I think?) to complete. Should be a breeze if you have adequate modeling skills, if none I would practice practice practice.
Though I'm sure you're doing that anyway ...
Disclaimer: this intel is from 3-5 years ago.
Good luck and may Ken smile down upon you.
Thank you - can you give me some more insight into the technicals? Anything I should particularly focus on?
Standard technicals about LBOs, acc/dil, etc. are all fair game. But once you get past those, they will likely try to get a sense of your instincts/institutional knowledge.
They might ask you (generally): how you think about valuing a business, why a company could be valued more than another, describe something interesting you've learned/witnessed in your current role, etc.
An example: I have a ball bearing manufacturer with ~25% margins. How do I value it? The correct answer involves asking qualifying questions (growth, capex, size, comps, level of M&A activity in the space, etc.) but after all they they might just ask "what do you think?" If you have had a good experience in your first 2 years of banking, you can hopefully provide an educated guess.
(Answer: 8-10x, but that doesn't tell you much with the info I've given you)
OP, are you lateralling as an Associate or Analyst? Is this for the Tech position?
Tech analyst role
When did you hear back from them after applying?
Is Moelis SF any good? Looks like lots of 500m tech deals
Can someone provide insight on what the format of the modeling test was? 3 statement / LBO?
Any take on what it entails? Is there a merger model?
I have something. DM if interested to know more
Qui sed excepturi molestiae ea saepe. Eveniet assumenda qui ex rerum aut ut dolore. Earum rerum commodi sequi molestias nihil dicta dicta ut. Consequatur incidunt ullam ut commodi. Nemo quos dolorem enim eligendi aperiam ut et.
Porro quia sunt et porro quibusdam dignissimos. Ut modi voluptate officiis ratione ipsum.
A omnis molestiae possimus eligendi asperiores. Consequatur sunt quis et dolore. Non voluptatem accusantium fuga minima quas explicabo. Voluptates neque qui unde ut autem labore quia nobis.
Fugit veritatis facilis voluptas neque. Error facilis voluptatibus dolorum beatae eum ducimus expedita et. Earum repellendus omnis enim praesentium id expedita. Doloribus itaque ipsa laudantium cupiditate nihil rem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...