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How would you assess market size for a new app startup?
Case Study, Venture Capital, Beginner
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A trading desk reports a sudden spike in portfolio risk. What would be your first steps in investigating?
Case Study, Risk Management, Beginner
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How would you price and hedge a European call option on a stock with current price $100 and strike $105?
Case Study, Sales & Trading, Hedge Funds, Intermediate
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A client wants to enter a pair trade with two correlated stocks. How would you manage risk and execution?
Case Study, Sales & Trading, Hedge Funds, Intermediate
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You have a portfolio with 60% equities and 40% bonds. The client wants to reduce volatility. How do you adjust the allocation? Show calculations for expected return and risk changes.
Case Study, Sales & Trading, Asset Management, Wealth Management, Hedge Funds, Beginner
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A stock price suddenly drops 8% after earnings. What quick checks would you do before advising a client to buy, sell, or hold?
Case Study, Sales & Trading, Asset Management, Wealth Management, Hedge Funds, Beginner
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Given bond yield curve data, compute the impact on a portfolio’s duration if the curve steepens by 0.5%.
Case Study, Sales & Trading, Asset Management, Hedge Funds, Intermediate
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Model cash flows for a 5-year LBO deal including debt repayment and interest expenses. Calculate exit proceeds based on an exit multiple.
Case Study, Commercial Banking, Private Equity, Research, Intermediate
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Analyze customer and competitor data to recommend operational improvements post-buyout.
Case Study, Private Equity, Research, Intermediate
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Perform stress testing on a portfolio exposed to FX risk during a hypothetical geopolitical event causing currency devaluation.
Case Study, Risk Management, Intermediate
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Model revenue and expenses for a SaaS startup to estimate runway given a monthly burn rate.
Case Study, Venture Capital, Intermediate
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Construct a small factor portfolio using value and momentum factors with provided stock data. Calculate portfolio beta and expected return.
Case Study, Asset Management, Intermediate
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Evaluate industry competitive dynamics with Porter’s Five Forces for a buyout target and identify key risks.
Case Study, Private Equity, Research, Advanced
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Construct financial projections and valuation sensitivity for a late seed-stage company with uncertain revenue.
Case Study, Venture Capital, Advanced
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Build a scenario analysis model showing effects of different exit multiples and growth rates on IRR.
Case Study, Private Equity, Advanced
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Incorporate macroeconomic indicators (GDP growth, inflation, unemployment) into equity portfolio risk assessment.
Case Study, Asset Management, Advanced
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Design a framework for monitoring counterparty risk in OTC derivatives portfolio.
Case Study, Risk Management, Advanced
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Investigate a large trading desk loss due to model error. Propose enhanced control and validation processes.
Case Study, Risk Management, Pro
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Design an enterprise risk dashboard integrating market, credit, operational, and liquidity risk with real-time data feeds.
Case Study, Risk Management, Pro
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Evaluate a down-round bridge financing impact on valuation and founder ownership using cap table modeling.
Case Study, Venture Capital, Pro