Private Credit Case Study Energy (5d)

Time-pressured case study for candidates preparing for multi-manager hedge fund final-round interviews. The 5-day case study is offered as a take-home assessment.  
 
Background: This case study develops the analytical skills for: building quarterly 3-statement models, identifying material drivers under time pressure, and constructing clear investment recommendations with a variant perception. The case considers investment in existing debt and offer of new debt (following-on from an announced equity raise). It mirrors the depth and time constraints of professional case study assignments.
 
Sector: Energy (Oil & Gas)
Time Limit: 5 days
Format: Multi-file (Excel, PowerPoint, PDF)
Usage: Downloadable files. Case study may be completed multiple times
 
What's Included: 
Excel operating model 
PowerPoint presentation
PDF investment memo
Case study prompt and instructions
 
Users: 
Hedge fund analysts
Credit research analysts
Investment banking analysts
Graduate candidates preparing for final-round interview