PE case study - I have 4 days to complete. Was given two CIMs to choose from and making investment recommendation. For modelling, are they expecting me to simply use the CIM forecast for LBO analysis? Or should I be doing more work like coming up with drivers that get to the CIM numbers as a base case with ability to flex downside / upside cases? Assuming the former but want to make sure I’m not missing the mark here (no guidance provided on this).

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If the ask is ambiguous, Always do more than you think is necessary.

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Flex - you are given time and should be thinking critically as an investor

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PE guys love scenarios

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Ask for clarification to avoid unnecessary work. Typically want to be able to flex to do upside / downside and also depends on how much work you want to put into it.

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Flex for upside/downside and question the assumptions used, where appropriate, from the CIM. Investment bankers are sales people so you’re going to want to cut through some of the BS. Run YoY % changes for every line item you get and question anything that stands out

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Can never hurt to go above and beyond. I know it can be frustrating and time consuming but it can only benefit you. Id probably plan to build various cases

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I am applying at Fidelity investment and the applications keep getting rejected. I have applied for at least 10 jobs that i believe are good fit but they keep getting rejected. Is that to do with ATS template resumes or something else? Did anybody else experience this before? How did you mitigate this issue?

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