I have a case interview for an investment banking role where I’ll be given time to work through a case and then present my findings. Has anyone done this before? What does it usually involve?
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Yes, I’ve seen quite a few of those. They’re becoming more common in IB recruiting.
Usually, you’ll get a short deck or packet (company financials, industry info, maybe some news excerpts) and 30–60 minutes to analyze.
What it often involves:
- Basic valuation (multiples, DCF, comps)
- Assessing a strategic move (M&A, IPO, debt vs. equity financing)
- Forming a recommendation (“Should they buy/sell/raise capital?”)
- Then presenting in a structured, concise way.
My tip: don’t overcomplicate. Focus on a clear framework (Context → Key Numbers → Pros/Cons → Recommendation).
Practice doing a quick mini-presentation aloud – clarity is more impressive than throwing every number at them.
And remember, they want to see your thought process and communication skills just as much as the “right” answer. You’ll do great! 😊
In most finance case interviews you will get a packet with some company information and financials, sometimes just a few pages. You usually have time on your own to work through it before presenting your view. The case can focus on different angles, but valuation and deal rationale are very common.
The best preparation is to practice with actual case studies or examples from investment banking. Focus on getting comfortable reading a small set of financials under time pressure, deciding what matters, and turning it into a short recommendation. It is less about building a perfect model and more about showing a structured and confident thought process.
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