Need some tips for a valuation analyst role interview. I have a 2 hour technical interview at a MM investment bank. 1.5 hours of it will be me building/studying a valuation model, and the remaining half an hour will be discussing my model and answering questions. I come from financial services audit background, and I’ve taken some modeling classes. I am also pursuing the CFA, so I have a strong understanding of the different valuation methods. But any tips will be greatly appreciated! Thanks!

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Don’t over complicate, keep assumptions as simple as possible. Make sure you fully understand drivers of cash flow and what would cause them to change. Keep formatting consistent and leverage excel shortcuts where possible to save time for reviewing it before submitting

likehelpful

Thank you! This is helpful.

Lots of angles to this one. I imagine the test will focus on your proficiency with the statements and setting up the model. There are some tricks of the trade. For example, rather than building out 3 years of BS, all you need to do is assume NWC is a % of revenue going into the forecast. Think about how you can project out the entire DCF.

What is the purpose of the banking valuation role? Is this for fairness opinion situations or back office reporting?

DM me if you want to chat further. I had a B4 valuation manager role and managing a corp dev team in industry right now. So i know a few things when it comes to valuations.

likehelpful

Wall Street oasis has some good questions to help you prep for the technicals.

I echo with above on that NWC as a % of revenue trick. That’s definitely coming from practice.

For interviews, a few quick concepts that would be good to know:

- differences between levered vs unlevered DCF
- differences between EV and equity multiples like why P/E and EV/EBITDA and never EV/earnings multiples
- differences between trading multiples and precedent transactions multiples
- For DCF, a good practice is to cross check your result by calculating some implied multiples.

likehelpful

Love these ones, definitely commonly tested topics.

Is this for Lincoln international? I interviewed with them a while ago.

How was the interview?

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