1st Year Analyst

“1st Year Analyst” – FMWC Stage 3 (2022) & University Championship (Spring 2022)


This is an actual case study that was presented to the participants of both Financial Modeling University Championship (Spring 2022) Round 2 and Financial Modeling World Cup Stage 3.

Case study description:
You have successfully graduated from your university and were hired as a first-year analyst in an investment bank. But how well prepared are you for the role? This case study will test your knowledge of various finance, valuation and financial modeling concepts and Excel skills. You will have to answer questions that should be known by every junior analyst in an investment bank.

This case is designed to help you learn or refresh such aspects of financial modeling as loans, investments, depreciation, valuation and others.

The downloadable file consists of the following:
Task: PDF file with Case Materials; PDF file with Questions
Solution: Excel file with full Solution Model; PDF file with correct Answers in Bold