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How does one approach a hedge fund case study?
For context, I will likely soon have to complete a couple of case studies for a fund I'm recruiting for. It's a low net, fundamental L/S equity with a top down approach involving macro themes. Can anyone who's been through the process offer any guidance?
WSO PE Interview Course - PaySmart Case Questions
Hello all, been prepping with the WSO course, and am working on the PaySmart case. I have two questions, one specific to this case, and one that's more general: (1) Minor point, but in the video solution, when projecting out the market share for US and Europe, Europe increases by the given 0.5%...
PE case study prep
What's the best resources to help prep for private equity case studies? There's plenty of LBO practice out there but are there any full case studies (WITH SOLUTIONS) where you're provided a CIM and asked to provide an investment recommendation via a ppt presentation or investment memo?
URGENT - Private Equity Case Study interview - how detailed does the Balance Sheet need to be?
Hi all, i've been through some case study interviews where I was given an old IM and asked to create a presentation + an LBO and forming an investment decision in the end. When I was given the IM, I was not sure how detailed the B/S needs to be cuz IM usually doesn't provide a full-blown details of...
Activist Case Study with PE-style Diligence
I've been asked to develop a case study / pitch for an activist group of a hedge fund whose diligence style is more similar to that of a private equity firm. That is to say, they have longer hold periods and do deeper diligence on their investments, but their investing takes place in both private...
PE-style Diligence Case Study for an Activist Group
I've been asked to develop a case study / pitch for an activist group of a hedge fund whose diligence style is more similar to that of an private equity firm. That is to say, they have longer hold periods and do deeper diligence on their investments, but their investing takes place in both private...
Case studies
I need someone to write 3 cases studies on financial services digital ecosystems for a board pack. On ING, Woolworths etc Any suggestions?
Real Estate "Case Study"
I have an interview with a REPE company that mainly develops large scale hospitality, office, residential, and mixed use projects. they also acquire them. it's a modeling exam/case study but was told its more of a case study than a modeling exam and I should plan to be there for 3 hours. any idea...
RE Modeling Exam General Questions
I'm going to have to complete a case study/modeling exam for a small repe firm. The firm invests in hospitality, office, condos, and mixed-use assets. I was told the exam isn't very complicated, that i should build a cash flow and be familiar with return multiples, and i don't need to do a...
Any RE case studies/modeling exams?
I have a case study/modeling exam coming up with a REPE firm. Does anyone have any that they would like to share? Is there a property type that they typically use? I was told it's a pretty simple "exam" and I should know how to build a cash flow and calculate return metrics, etc. If you are open to...
URGENT PLS READ MY INVESTMENT MEMO
Hi All -- Currently working on a 24hr case study, anyone free to read my investment memo (it's super short) and lmk if I'm being reasonable or missing anything glaring? Thank you I really really appreciate the help!!!
Investment Memo Example?
Hi All -- Does anyone have an example investment memo they can share? Tried searching online but having no luck. I have a case study coming up and they're asking for one. Any leads are appreciated :)
URGENT HELP PLS LBO MODEL NOT BALANCING
Hi All -- I have a 24hr case study coming up and I'm trying to get a template set but my model isn't balancing. It's a mezzanine tranche of debt that is throwing it off bc when removed everything is perfect. Anyone available to take a quick look, I can dm the model. Really really appreciate it!!!!!
Venture Debt - Loan origination & servicing + Case study
Hi, I'm currently interviewing at a venture financing firm focused on venture debt, and was wondering if you guys have some advice on loan origination & servicing. For instance, what should I look at specifically in terms of: * cash balance * financial projections * burn * break even/profitability *...
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Post-MBA case study
Hi guys, What levels of detail would be expected for multi-day post-MBA case studies please? thanks for the insights!
What to expect from a 6h Case Study?
What to expect from a 6h Case Study? Presentation about a company profile. Any advice/ tips? Thank you
Mining IBD case studies
Hi, I have recently attended a mining IBD interview, and has been told that 2nd round of interview would be given a case studies. During the interview, the interviewer asked me some question on valuation of a mining company. Does any one know what kind of case study it might be? I am new to mining...
Credit HF - Credit Agreement Case Study (6-8 Hours with 150 Questions)
Hey All, So I got selected to go in for an in person interview with a lean and quite new High Yield Credit HF . The first round consisted of a 60 min online survey that was about 25% behavioral and 75% technical. I was the only candidate selected, based on the survey, to come in or the in person. I...
How to prepare for Forecasting Case Study for IB Interview
Hi all, I have an IB interview for an analyst position coming up where I will be given a case study focused on Forecasting. Any tips on how to best prepare for this? How much excel should i brush up on? Thx!
Advanced Interview Questions: Actual Financial Statement Cases
Let me shed a bit of light on my question with two examples below: A year ago I interviewed at one of the big boutiques and was handed a BS , the IS and CFS with a basic case study. If I recall correctly, I should evaluate if the company could do an acquisition and how it should be financed - I...
Real Estate PE Technical Interview Question - Case Study
Recently I was invited to an interview where I was asked on the spot to build a real estate financial model with the following assumptions: NOI of 1 million Purchase at a 7% cap rate Expense margin of 45% Revenue Growth Yr 1: 7% Yr 2: 6% Yr 3+ 3% Expense Growth: Yr 1: 5% Yr 2+ 3% Acquisition closing...
EY Corporate Finance Interview - Financial Modelling Case Study for Renewable Asset
Hi guys, I have an EY corporate finance (Energy sector) financial modelling case study for an experienced hire position in the UK in a few days and apparently the modelling case will be on a renewable energy asset. Does anyone have any suggestions on how to prepare? Anyone know of any good sources...
Test/Case study for RBC Research Associate interview
Hey, Wondering if anyone has information on, or has completed the case study/excel test that Royal Bank (RBC) makes potential Equity Research Associates complete. I might have to take it next week, and so any insight would be greatly appreciated. Thanks
GS AIMS Real Estate Investment Caset Studies
Hi, does anyone have any example case studies for large scale real estate PE interviews? Tx in adv!
MM PE interview Summer Analyst (The Riverside Company)
Hello monkeys, How intensive are the Case Studies generally / or if intern interviews do case study questions while interviewing summer analysts?
PE Case Study Financial Model
For a PE case study, if you are asked to provide a memo with several points and one is the following: "financial Model with Returns and Sensitivities," could someone provide insight into what to include here? I am not submitting my actual Excel model as part of the study, so I want to ensure I am...
Private Credit Case Study
I've got a pair of case studies coming up in the next two weeks for private credit funds. These funds are both large ($25B+) and I'm interviewing for the direct lending groups. Anyone have any insight on what a case study would entail, how to differentiate myself, etc.? I know the format of one,...
Case study model
Hi all, Posting in this forum for obvious reasons and hoping this isn't too stupid a question. I'm currently working my way through a real estate case study and I have been tasked with modelling a multi-family apartment asset. Amongst the criteria for the asset is the following statements: *...
London PE / case study prep
Hey guys, In terms of background, I'm at a BB seeking to go to PE . I'm seeking resources to prepare for PE case studies. In London, do you usually get a case study to do on the spot (you're placed in a room where you have x hours to do a model / presentation and present your thesis) or do they...
Was that interview experience normal?
good evening monkeys, I had an interview a few days ago for an IB internship position, and the first step was a case study. I've been on the hunt to land IB for a while now (like a lot of you guys) and worked on the modeling/valuation aspects a bunch of times over the past few months. The case study...
Case Study Modeling Question
If I have been given financial statements for 2 years and 1 month of the first forecasted year of 5 years, how should I use the 1 month for the model? Was it given primary to give me a direction for assumptions in forecasting? Should I actually add it to the model after the 2 historical periods? I...
Private Equity: How to Analyze a CIM Effectively?
All, I work at a middle-market fund (started about 8 months ago here) and wanted to learn from someone qualified (associate level or above) who works on the buyside what the best and most efficient way to analyze a CIM is (Confidential Information Memorandum, for those who're not aware is a 40-50+...
Lateral Hire: Passed the take home Case Study - Now What?
I have been in the work force for about a year (2015 grad) and am seeking to move laterally into an analyst position within the restructuring group at a well respected boutique. I participated in a phone screen and was asked to complete a take home case study a few weeks later. A few days after...
AG Capital (Brooklyn Queens Operator): What is their business model? What do their per deal numbers look like?
Their website says: "AG Capital, founded in 2008, is one of the fastest growing real estate development companies in New York City. With strong ties in Brooklyn, Queens, and the Bronx, we focus on rehabilitating distressed properties by transforming them into luxury homes, while providing clients...
Case study preparation - Debt Financing
Hi, I have been given a take home case study to prepare. The case study asks us to recommend different types of debt products - loans, bonds and private placement. I have been given very basic company financials ( EBITDA , and peers financials. Could anyone give me some advice on how to approach...
looking for insight into biotech/pharma case studies
GA, Currently looking for sound case studies in biotech, biosimilars, pharmaceuticals (non big pharma related). I'm an intern at my company and have found the workload to be very manageable, however my boss has suggested I find a mentor (Duh) for these types of inquiries. As my current network is...
Case Study Help - Credit Fund
I made it into the final rounds of interviews with a large credit fund and was presented with a case study. Essentially, I am given a potential purchase opportunity for a loan portfolio and "my fund" needs to put up a competitive bid. The "team" on the fund goes through each credit on a loan by loan...
LBO Modeling Tests
How in depth are the modeling tests for PE interviews? I've heard that you generally get 30 minutes for a basic LBO without a BS and an hour for a more in-depth one that incorporates a full operating model. For example, how much time would you get for a modeling test like this one?...
LBO Model - No Historical Financials
Doing a Private company lbo model with no historical financials but just financial projections and a target IRR . Any thoughts on how to derive working capital / balance sheet since I don't have no historical financials?
LBO Case Study Help!
Hi Guys, I have several interviews coming up and I have started practicing case studies. I have done a search online and saw the below case study posted on WSO several years ago. Can someone help me with this? I am not sure how to treat the shareholder loan... How does one approach this? Appreciate...
Interview- Sidepocket/Allocation Case Study Problem- Please Help!!
Hello All, I am in a 3rd round interview at a multi-family office/FofF- I was given this case study problem regarding allocations an side pocket investments to different vehicles. It is a bit on the accounting side (which I don't have too much experience in). Could anyone help me complete this...
Online Case Challenge for u smart chips! Lets see who can get top score !
Hey Guys I have a challenge for U ! As we all know WSO people are so bright and creamy that they handle excels in their heads easy. I have a top consulting case interview soon and as I was preparing I came across a BCG interactive online cases. There are 2 of them Airline + Drug but my challenge is...
RE Excel Modeling: Study Techniques & Best Practices?
Just a bit of background...Currently in an investment sales role at a big brokerage house (think CBRE, JLL, Cushman) primarily focused on private capital (we sell assets between $2-$25 million). Looking to make a big transition in the next few years to a team or shop with institutional deal...
Case Study Mechanics
I have 2 questions regarding case studies: 1) How long are you given to put forth an answer? 2) Are you allowed to use pen/pencil and paper to map out a response or organize your thoughts? Thanks
Take home case study question
Hey guys, For those of you that have had the pleasure of working on a HF case study , is it worth building a full 3 statement model? The particular company i got is not a balance sheet driven business and I can complete a valuation with an earnings model (Revenue down to EBITDA and FCF) and a debt...
How would I solve this type of case interview?
Hey everyone. I got tips from my friends about the type of case interview I will have. I was told it was a "spot the error" type of interview. I will be given a bunch of data sets and then a presentation. I will need to find the errors between the new sets of information and explain my new analysis....
In-house HF Case Studies - Estimates
Hi - as most of us go through case studies (both equity and credit) I wanted to discuss how you approach estimates in in-house case studies. Usually, candidates have between 3 to 6 hours depending on the shop to set-up model / thesis / recommendation. One can develop a view on the asset and come up...
Best Method to Compare 3 Companies...Need Direction
What is the best method to compare 3 companies? Would doing a modified version of a case study for each company work? Background: I was asked to compare three companies and determine which would be the best to take on a long position. They asked for a deep dive and also understand I have limited...
Case Interview Framework
I'm new to case study interviews and have done a bit of research on WSO and on the web in general. Out of curiosity, how many frameworks did you learn for interviews? I see that Victor Cheng has 4 frameworks while Case in Point has way more. Would you say that the 4 frameworks from VC are generally...
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