May 23, 2018

Placement agent - private equity fundraising job

Hello,

I have a case study round with a top tier placement agent (think greenhill, lazard, pjt/parkhill) for private equity fundraising. Could anyone give me some insight on what to prepare for? The case study will take c.90mins.

Many Thanks,

Falcon

525 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '30 Jul 2026 Cohort

5.00/5

Private Equity Other

“Javier Barrena provided really detailed walkthrough on how he approached a similar tasking before, and although I entered the session not knowing how to approach this case study at all, I have a much clearer picture now. This session was extremely effective, and it's fortunate that he had the availability to do this despite my case study task coming in at a very last minute.”

Pontifical Catholic University of Peru

Class of '18 Nov 2026 Cohort

4.56/5

Private Equity Mock Coffee Chat

“Jorge was very practical and generous with his time. He gave me a clear action plan: tighten my elevator pitch to under 2 min, do a weekly modelling case study, and prep technicals, market questions and behaviourals. His networking advice (always ask each contact for 1-2 more names, track fund closes to spot hiring windows, a list of London infra headhunters) was very actionable. He also referred me internally to Nuveen within a week. Only point to improve: I’m still waiting for his feedback on the case studies I sent.”

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4 Comments

FalconPluse

massive bump!

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Authored by: Certified Investment Banking Professional - 1st Year AssociateCertified Investment Banking Pro

FalconPluse

anyone???

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Authored by: Certified Investment Banking Professional - 1st Year AssociateCertified Investment Banking Pro

strokes331

How did it go?

What did the case study consist of?

Thanks,

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Authored by: Certified Real Estate Professional - Vice PresidentCertified Real Estate Pro

projectfinmonkey

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Placement agent - private equity fundraising job

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Placement agent - private equity fundraising job

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