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The hedge fund case study is a staple of the interview process. Usually the critical step in securing a hedge fund role, the case study gives a fund a chance to see an analyst's independent work and experience what it would be like working with the candidate. It also gives a candidate a real opportunity to see what the job would feel like. However, with vague instructions and limited on-the-job experience, so many analysts struggle with this step,. This package will help you prepare a winning pitch. With a step-by-step plan to frame the assignment, dig into the details, and execute dry runs, you will create a cohesive pitch document and lead an engaging discussion with your future employer. The process includes the following: - 1 Hour Assignment Review and Work Plan: We will review the assignment, outline the deliverables, and map out our work plan - 3 Hour Independent Analysis and Case Study Review: I will research the company along side you ensuring that your pitch is comprehensive and emulating the type of work that your interviewers will have done - 1 Hour Document Review: Let's roll up our sleeves, review my feedback on the investment and the deliverables, and start practicing the pitch - 1 Hour Dry Run: This meeting will start exactly how a case study evaluation at a major fund would start. We'll close by polishing the pitch and deliverables. We can repeat any of these steps as needed. For example, a second dry run meeting.
Marked Up Case Study Document
Independent Analysis and Review of the Investment
Clear Outline for Presenting the Pitch
Coaching delivered via live sessions and .
The goal of this process is for you to pitch an idea successfully as naturally as possible. By iterating with an experienced coach, you can refine your pitch while maintaining your authenticity. A genuine investment thesis that you believe in paired with an organized discussion will help you secure the role.
Services included:
Skill Building
Portfolio Management
Hedge Fund Strategy
Investment Analysis
Technical Interview Prep
Behavioral Interview Prep
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Expert help on everything from getting the interview to landing the offer.
Starting at $1,39010h+ of coaching
Expert coaching to elevate your skills and achieve your hedge fund goals.
Starting at $1,39010h+ of coaching
Tailored guidance on networking, resume, cover letters, and more.
Starting at $7505h+ of coaching
Get help with Skill Building, Portfolio Management, and .
Joined May 2025
Hedge Fund Performance Coaching from 18-year Industry Veteran
Over the course of my 18-year hedge fund career, I have had the opportunity to mentor and develop several high potential associates, analysts, and managers. This included detailed development work and training in fundamental analysis to performance coaching oriented toward decision making. Alongside these "hard skills," I helped my mentees navigate the complex and rapidly-evolving hedge fund landscape as they launched new ventures, negotiated salaries, and succeeded within firms with varying cultures. My experience spans single manager funds, multi-manager funds, and new launches, and I have worked with team mates at all experience levels: new college graduates, investment banking analysts, and private equity associates who were breaking into the industry to 20-year veterans what were leveling-up to managerial roles. I am proud to say that I maintain a close mentorship relationship with all of the investors who worked on my team, and career development is the most fulfilling dimension of my career. They have all gone on to be very successful in the industry as well! I look forward to coaching and mentoring for the rest of my career, and I hope to expand the impact that I have on the rising stars of the hedge fund industry.
6h of coaching