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Investment
Banking
Case Studies
~ By edu CBA
• Case studies in investment banking interviews is the analysis of a
business situation.
• Your interviewer would give you a business problem and ask for
a detailed recommendation. Your job is simply to analyze the
scenario which could usually be a client’s business and advise
them with justified reasons on the present problem.
• All the required information would be provided to you and
taking some assumptions you are supposed to solve them in the
stipulated time period.
What are investment banking
case studies?
Why investment banking
case studies?
• Bankers find the traditional way of interviewing candidates poor as the
requirements of these jobs are different.
• Case studies give banking recruiters an indicator of how you would
perform on the job.
• Recruiters want to get a basic insight of how you would tackle challenging
situations and apply your intelligence, education and work experience.
• Along with this they get good opportunity to test other skills such as
communication, presentation and interpersonal skills.
What are the types of case
studies?
• In case of take home case studies you
are given a few days to work upon
them, complete your analysis and
showcase your recommendations to
the bankers over a 30-45 minute
presentation
• It involves a much deeper analysis
including merger/LBO modeling and
valuation,
• These are given to you on the day of
your interview and within an hour or
two you are supposed to present on it.
The time split for this process would
usually be 45-60 minutes of
preparation, 10 minutes presentation
followed by a round of question and
answer.
• It would not involve such deep study.
“Take home case studies” “On the spot case studies”
• Read and solve as many case studies as possible so that you get the
knack of understanding business scenarios and solving them.
• Make sure you read business news often and are aware about focus
on reading about how and what about business transactions
discussed.
• Learn about various valuation techniques, their calculation and how
they are interpreted. Especially for modeling and valuation based
case studies you need to be prepared as to how you would format it
consistently while using PowerPoint and Excel.
How to prepare for investment
banking case studies?
How to perform well?
• Understand the case and questions carefully before interpreting and think twice before you
finalize the decision for the problem.
• Assess all the relevant factors and possible problems but keeping in mind the resources you have.
• The solutions you provide should be realistic and be aware about the implications on the
organizations under study.
• Be creative and think “out of the box” to get the bankers attention towards you.
• Do not beat around the bush as you would have limited time and hence be precise as you speak
• Answer the interviewer’s questions giving justified reasons.
• Strongly mention why you did not opt for those possibilities.
Knowledge is like a line
with no ends…
To know more on this topic click on the
link below
http://www.educorporatebridge.com/investment-
banking/investment-banking-case-studies/
For more information visit us at
http://www.educorporatebridge.com/
Visit our website :
http://www.educorporatebridge.com/free-courses/
Free Resources :
https://www.facebook.com/CorporateBridgeGroup
Like us on :
https://twitter.com/corporatebridge
Follow us on :
Thank
You!!!
If you have found this Presentation
to be useful, kindly
Like
Share
Follow us!!!
+

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Investment banking case studies

  • 2. • Case studies in investment banking interviews is the analysis of a business situation. • Your interviewer would give you a business problem and ask for a detailed recommendation. Your job is simply to analyze the scenario which could usually be a client’s business and advise them with justified reasons on the present problem. • All the required information would be provided to you and taking some assumptions you are supposed to solve them in the stipulated time period. What are investment banking case studies?
  • 3. Why investment banking case studies? • Bankers find the traditional way of interviewing candidates poor as the requirements of these jobs are different. • Case studies give banking recruiters an indicator of how you would perform on the job. • Recruiters want to get a basic insight of how you would tackle challenging situations and apply your intelligence, education and work experience. • Along with this they get good opportunity to test other skills such as communication, presentation and interpersonal skills.
  • 4. What are the types of case studies? • In case of take home case studies you are given a few days to work upon them, complete your analysis and showcase your recommendations to the bankers over a 30-45 minute presentation • It involves a much deeper analysis including merger/LBO modeling and valuation, • These are given to you on the day of your interview and within an hour or two you are supposed to present on it. The time split for this process would usually be 45-60 minutes of preparation, 10 minutes presentation followed by a round of question and answer. • It would not involve such deep study. “Take home case studies” “On the spot case studies”
  • 5. • Read and solve as many case studies as possible so that you get the knack of understanding business scenarios and solving them. • Make sure you read business news often and are aware about focus on reading about how and what about business transactions discussed. • Learn about various valuation techniques, their calculation and how they are interpreted. Especially for modeling and valuation based case studies you need to be prepared as to how you would format it consistently while using PowerPoint and Excel. How to prepare for investment banking case studies?
  • 6.
  • 7. How to perform well? • Understand the case and questions carefully before interpreting and think twice before you finalize the decision for the problem. • Assess all the relevant factors and possible problems but keeping in mind the resources you have. • The solutions you provide should be realistic and be aware about the implications on the organizations under study. • Be creative and think “out of the box” to get the bankers attention towards you. • Do not beat around the bush as you would have limited time and hence be precise as you speak • Answer the interviewer’s questions giving justified reasons. • Strongly mention why you did not opt for those possibilities.
  • 8. Knowledge is like a line with no ends… To know more on this topic click on the link below http://www.educorporatebridge.com/investment- banking/investment-banking-case-studies/
  • 9. For more information visit us at http://www.educorporatebridge.com/ Visit our website : http://www.educorporatebridge.com/free-courses/ Free Resources : https://www.facebook.com/CorporateBridgeGroup Like us on : https://twitter.com/corporatebridge Follow us on :
  • 10. Thank You!!! If you have found this Presentation to be useful, kindly Like Share Follow us!!! +