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Case Interviews in Finance

Are case interviews also used in finance and can I use the same materials as for the interviews in consulting?

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Top answer
on Oct 29, 2024

My last interview was also called a case interview and was one in the sense that I was presented with a business situation and had to make suggestions for action based on this information.

I can't say for sure whether case interviews in consulting and finance are identical and whether you can use the same preparation materials. However, very number-based cases should be a good exercise in any case, at least for the start of the preparation.

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Natalie
Coach
on Feb 13, 2025
Ex-Investment Banker | Former Deloitte & Grant Thornton | Coaching Finance Candidates to Ace Interviews & Land Top Roles

Short answer: Yes, case interviews are also used in finance, especially in areas like investment banking, private equity, and asset management. 

However, they tend to be more focused on financial modeling and market-sizing than the broader strategy cases in consulting. While consulting case prep materials can be useful, you should tailor your approach to finance-specific cases, emphasizing valuation, M&A scenarios, and industry trends. 

If you need help with your preparation, don't hesitate to reach out. 

Anonymous B
on Oct 02, 2024

Yes, case interviews are also used in finance, especially for roles in investment banking, private equity, or asset management. The structure of the case interview can be similar to those in consulting, but there are some key differences in focus.

In my own finance interview, the focus was more on finance-specific topics, like analyzing financial statements, valuing companies, or looking at market trends. For example, I had to think through scenarios related to mergers and acquisitions or perform a discounted cash flow (DCF) analysis, which might not be as common in consulting interviews. 

The materials you use for consulting case studies can still help, especially for learning how to approach problems in a structured way. However, I’d recommend also practicing finance-specific cases and making sure you're comfortable with financial models, valuation methods, and market analysis to be well-prepared. Hope this helps!

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