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!

like
Posting as :
works at
You are currently posting as works at

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?

Related Posts

Hi tgif everyone I am from Singapore and I am looking out for remote job opportunities i have over 12 years experience in banking and digital marketing business development I looking for referral if someone here can help me thank you

Hey sharks,
How to get into freshers data science role as a non-tech professional?

like

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

like

I am a creative designer/animator with a leading medical tech company with 6 yrs exp and based in NY. Currently looking for new roles because of relocation requirement at my current role. Any tips or referrals would be really appreciated. TIA!

like

Hello friends
We are hiring.....

Post Photo
like

After 10 rounds of interviews for a TPM position the recruiter says he will set me up for team alignment, and then take it to HC for a decision. Is this the normal process? Isnt HC decision done first

I have 7 YOE and applied for a position that is L4. I feel as if I’m overqualified for the position, but the Recruiter told me that when they say L4, they are actually looking for someone with 6+ years of experience. Is this true? I feel like I should be looking at L5 with my experience

like

Any tips or advice for Google Strategy & Operations interviews? I have my role related knowledge interview next week. Thanks a lot!

like

How long after sending your packet with extra info to the recruiter did you find out results from the HC?

like

Is it a norm to send a thank you note through your recruiter? I had an iffy interview, and wondering if I bother sending a thank you note. It was very clear that they were trying to do a stress interview so I feel weird saying the usual nice things.

like

I have my on-site rounds starting now with Google , will one of my interviewers be my potential manager?

like

Out of work and just been rejected for what would have been a great role... pointers for keeping skills in check whilst out of work... feel the longer I’m out the less employable I’m becoming

like

When is a 3 page resume acceptable?

likefunny

Hello fishes small suggestion from my end for who are trying to switch

Don’t wait/waste your time for positive replies from employers continue your hunting in market.

I had a bad experience with CTS even my interview gone well I got negative feedback. May be they have budget/notice period constraints, if that is the case why would they conducted interviews with out basic checks

Exp - 7+
Tech stack - Java fullstack Developer

like

S&P Global Helloo fishes.. What exactly is the role Senior Data Quality Researcher at S&P Global..?? What is the average salary bracket and what are the future growth opportunities..? Thanks in advance.. S&P Global S&P Amazon IBM Mindtree

Anyone know of any VC funds hiring analysts or associates in Europe region - preferably UK/Nordic/Netherland countries.

like

How is the manager role of Deloitte India for analytics and cognitive practice? Anybody from this practice who can help me on this decision please. How is wlb, I know mine is going to be client facing and that I would be expected to do more that just project work but does that mean I would have to work on getting projects for practice or how it will be?

likeuplifting

I am from PwC AC. I am interested in an opportunity in PwC India. Can I apply for it externally? PwC India PwC

like

Currently looking to make a lateral move to other firms in the region. Anyone can suggest good and serious headhunters?

like

I have a second interview tomorrow. I already spoke with the partners and now I’ll be speaking with some associates. Any tips on what I should discuss and what questions should I ask?

like

More Posts

After clearing both of the technical rounds HR contacted over mail for expected ctc and other things.Can anyone tell if my expected ctc is higher then is there any chance they will not reply or delay the discussion or they will straight away deny?? I am waiting for the response from hr from past 7 days.

like

When does Accenture Capability pay Variable pay? If I join in May, when will I get the variable?

like
like
like

Hi all,

Are ppl eligible for VP to be announced in November end if they joined accenture in May 2022? Please help me understand

Was there any market correction that Accenture did for Strategy & Consulting employees recently? If yes how much was that?

like

Is it possible to do part-time internships in consulting while doing a full time mba? Considering a few schools in the northeast but not sure if it would be completely feasible or if the firms even offer something like that

like

I have desk whiskey in my home office that I use for most days that end in “y”.

likefunny

Can we get a thread going of Senior Product Designer salaries.

I am currently a contractor and make $65/hr.

like

Hi,

Can anyone help with tcs Gap affidavit. What is process

like

Looking to date someone cute!
Dm if you are younger than 24 and in live in Toronto.
Looking for females btw lol

like

Damn it andrew

like

Please help for gaining 11support/hearts for unlocking the dm, cant use dm rn

likehelpful
like

Somebody please in tomorrow’s WPP Global Townhall meeting ask if they’re going to give us a cost to living inflation raise. A bonus. Gas cards. Anything. They are taking questions. I don’t have the balls. I can’t go through another meeting hearing them brag that WPP has earned millions and millions.

like

What should be the average Senior software Engineer python salary??

Hi Guys, I need a referal at Microsoft for Product Manager role.
Can anyone help please ? Microsoft

like

What to do if you haven’t heard from the embassy for 75 days. They have my passport. I came in for my H1B interview, VO told me it’s approved and I shall have my passport in 5 days. It’s in AP cont.

Salary expectations for 3 yoe from Cimpress , any idea guys ?

Role Frontend Developer

like

Additional Posts in Transaction Services, M&A, Deal Advisory

Looking to make a move from KPMG AAS and CBIZ (Director) and WilliamsMarston (MD) are front runners. Otherwise would make MD at KPMG this year. Thoughts/recommendations?

like

Is there a way to gain some modeling skills from FDD? My plan is to exit as FP&A or Corp Dev but I heard they are looking for modeling skills. I know that working I can try to move to IB and then try that route but IB hours seem to be too brutal for me.

like

What’s FDD like at Bain, BCG, or McKinsey?

funnylike

Has anyone here moved from FDD to M&A consulting recently is willing to share their experience?

like

Any insights or tips for CMAAS senior associate interviews?

like

Deloitte folks: What is the difference between SAMA M&A and Financial Advisory M&A work?

like

What is travel like in FDD?

like

Got promoted to Senior Associate but imposter syndrome is kicking in. Any advice for gaining the competency to perform at the level required?

like

Is 80k decent for south east at a RSM/BDO/GT size firm for S1?

like

Which big4 has best deals practice? FDD, M&A tax, etc

like

Has anyone tried to get an extension on an offer and they push back?

like

Saw some people from EY TAS change their titles to Strategy and Transactions on LinkedIn. Is this just a fancy name change the group did or are EY TAS folks now doing strategy work in addition to the typical FDD work ?

like

Just got a verbal offer for experienced analyst position at a middle market investment bank in Chicago. What should I expect/negotiate for in terms of salary and bonus?

like

[CAN] Corp Fin/M&A, TAS, Val Salaries

Canadian salary data for these service line seem almost none existent on fishbowl/reddit.
Currently completing my first year as Senior in Audit and its become pretty apparent that going through the whole manager pipeline isn't really what I'd like to do. Looking to explore options and would like to hear some real time figures, especially CF/MA and TAS - as I'm looking to make the pivot to IB hopefully in the future.

Thanks

like

How’s the compensation difference between FDD vs FDD analytics? I know they would be about similar, but even so curious. Any preference between the two?

like

I’m in FDD… I know I signed up for this but there’s something about the anxiety that comes on a Friday knowing that we still didn’t get access to VDR .. and how that anxiety grows as you enter the long weekend knowing that access can happen at any minute (or not) and you have to tippy-toe on the idea of potentially cancelling on your memorial weekend plans. I know the unpredictability of our job but phew 😮‍💨

like

Does anyone have any insight to the FDD group at Stout?

like

Did anyone leave to a m&a role outside of banking from fdd?
Currently in FDD and I realize now this and probably banking are not my interests. Is it possible to jump to pe portfolio ops or a role that can lead their?
I have a little bit less than 1 yoe in FDD, and have a masters in analytics. ( Though I'm kind of stale with analytics.

like

How difficult would landing an entry-level position at A&M be for someone coming out of an FDD internship at either EY or RSM? I have an option for both next summer, and I am interested in A&M as a potential career move.

likehelpful

Any M&A tax practices out there that will allow remote/mostly remote work in the future? Where?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal