Introduction 

Verbal case studies are commonly used in investment banking interviews, as they allow interviewers to assess your problem-solving abilities, analytical skills, and ability to make quick and sound financial decisions. While these case studies may seem daunting, with proper preparation and a structured approach, you can effectively navigate these questions and showcase your strengths to potential employers. 

Understanding the Purpose of Case Studies 

Investment banking employers use case studies to evaluate candidates on several key aspects: 

Problem-Solving Skills 

Case studies assess your ability to identify and analyse complex financial problems, formulate effective solutions, and communicate them clearly. 

Analytical Thinking 

Case studies test your ability to apply financial concepts, industry knowledge, and investment banking practices to real-world scenarios. 

Decision-Making Ability 

Case studies evaluate your ability to make sound financial judgments under pressure and make calculated decisions that align with company goals. 

Communication Skills 

Case studies assess your ability to articulate complex financial concepts in a clear, concise, and persuasive manner. 

Approaching Case Studies Effectively 

** Thorough Preparation:**  

Conduct extensive research on the firm's focus areas, recent industry trends, and common case study topics. 

Structured Approach 

Follow a systematic approach to solving the case study, breaking it down into manageable steps and using a consistent framework. 

Quantification 

Wherever possible, quantify your analysis and recommendations to provide tangible measures of your understanding and decision-making process. 

Consider Multiple Perspectives 

Explore different angles and perspectives to gain a comprehensive understanding of the problem and potential solutions. 

Communication Clarity 

Clearly articulate your thoughts and reasoning throughout the case study, explaining your analysis and recommendations in a concise and understandable manner. 

Impressing with Case Study Performance 

Confidence and Competence 

Demonstrate confidence in your knowledge and ability to handle the case study. Avoid hesitation or uncertainty, and project an aura of competence and preparedness. 

Actionable Insights 

Focus on generating actionable recommendations that address the specific problem posed in the case study. Show your ability to translate analysis into practical solutions. 

Timeliness and Efficiency 

Work efficiently and effectively to solve the case study within the allotted time. Demonstrate your ability to prioritize tasks, manage time constraints, and deliver high-quality results under pressure. 

Teamwork and Collaboration 

If working in a group, foster a collaborative environment and actively contribute to the discussion. Demonstrate your ability to work effectively with others to achieve common goals. 

Conclusion 

By following these guidelines and preparing thoroughly, you can effectively tackle verbal case studies in investment banking interviews. Remember, a structured, analytical, and thoughtful approach will showcase your problem-solving abilities and increase your chances of success in the interview process.