Competency & RISE-values interview
Format. A 45-60 minute 1-on-1 or 1-on-2.
Duration. 45-60 minutes
Panel. A VP or Director from the target track.
Assessed on. Background against the RISE framework: how you handle workplace problems, ethics and team dynamics.
Typical scenarios. A submitted report error, a team conflict, or an ethical choice that delayed commercial execution.
Common failure modes. Flat, linear explanations that run out of time, and choosing actions that bypass risk controls.
Tactical advice. Use STAR with about 60% on your actions, and frame choices around mitigating risk (Integrity), supporting colleagues (Respect) or protecting quality (Stewardship).
Individual case study & business problem
Format. A 60-minute independent reading and analysis window.
Duration. 60 minutes
Panel. Solo execution in a secure portal or reading room.
Assessed on. Processing unstructured commercial data under time pressure to identify risks and a strategic path.
Typical scenarios. A 20-30 page packet of balance sheets, macro reports, regulations and memos.
Common failure modes. Reading every line of the appendix, and recommendations with no supporting calculations.
Tactical advice. Budget 10 minutes scanning and sorting, 30 on core analysis and 20 synthesising a three-part plan.
Collaborative group exercise
Format. A 45-60 minute team interaction in groups of 4-6.
Duration. 45-60 minutes
Panel. 2-3 silent assessors taking interaction notes.
Assessed on. Collaboration, active listening and conflict resolution, with competing individual briefs.
Typical scenarios. An operational crisis or investment scenario building on the morning case.
Common failure modes. The dominator (interrupting to lead) and the passenger (silent agreement with no analysis).
Tactical advice. Volunteer as facilitator or timekeeper early, validate peers explicitly and tie points back to the case requirements.
Individual presentation & cross-examination
Format. A 10-minute presentation, then 20-30 minutes of Q&A.
Duration. 30-40 minutes
Panel. Two senior division leaders (Directors or VPs).
Assessed on. Presentation skills, logical structure and defending ideas under cross-examination.
Typical scenarios. Delivering the morning case recommendations on a flipchart, whiteboard or screen-share.
Common failure modes. Reading off slides or notes, and becoming defensive when assumptions are challenged.
Tactical advice. Structure 2 minutes context, 6 minutes recommendations and trade-offs, 2 minutes risk mitigation, and adjust an assumption out loud when challenged.
Financial modelling exercise (IB only)
Format. A 60-90 minute model build, then a technical review.
Duration. 60-90 minutes
Panel. Independent workspace, then a review with an analyst or associate.
Assessed on. Practical modelling, statement connections and credit/IRR metrics.
Typical scenarios. An unformatted historical spreadsheet plus transaction assumptions to build a 3-statement forecast.
Common failure modes. A balance sheet that does not balance, and hardcoding dynamic variables.
Tactical advice. Prioritise clean, dynamic links and a standard colour scheme so assumptions flow through all three statements.