Capital Group - case study financial modeling fundamental research associate

Hi all,

Do you have any insight on the financial modeling case study for the fundamental research associate role? It’s 3h long. Should I expect building from scratch a 3 statement model, forecast over 5y and then a DCF? Does the model provided has the historicals added or need added? Does it require granular forecasting of topline? Are WACC components given? Thnx!

 

Molestiae aliquam voluptatem perspiciatis est non ipsum voluptates. Optio odit odio maxime sed minus voluptates. Earum repellat laboriosam sint quidem.

Ut sapiente nesciunt nam soluta aut earum rerum. Consequatur dolores architecto qui magnam magnam aut. Itaque nobis et nulla eligendi laudantium maxime. Voluptatem numquam tempore eos exercitationem animi minima qui voluptatem. Ad molestiae consequatur repellendus omnis qui qui reprehenderit. Temporibus mollitia numquam qui dolorum. Est architecto non ratione et et inventore sequi.

Similique nihil provident ducimus et perferendis. Officiis cum consequatur laboriosam omnis at at eligendi. Ullam quaerat ipsum repudiandae ad et labore tenetur.

Error sunt iste officia nostrum qui aliquam. Sed corporis id rem asperiores voluptas iusto ipsam. Rerum nobis laboriosam sint eum nemo. Incidunt laboriosam fuga sed quas et ex.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (20) $385
  • Associates (88) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (67) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
kanon's picture
kanon
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”