Two Weeks to Transform My Career: Embracing the Challenge of Investment Valuation

Greetings, fellow finance enthusiasts!

I’m currently a CFA Charterholder navigating my career within the risk department of a financial institution. For some time now, I’ve been striving to transition into an investment-focused role, and a promising opportunity has finally arisen. However, it comes with a significant challenge that feels like a defining moment in my career.

In just two weeks, I will receive an investment case study that I must complete under intense pressure—36 hours to be precise. This isn’t merely an exercise; it’s a pivotal step toward securing the position I’ve been aspiring to for years.

The expectations for this assignment are formidable:
– Constructing a comprehensive five-year projection encompassing all three financial statements.
– Conducting valuations using techniques such as Discounted Cash Flow (DCF) analysis and multiples.
– Formulating a clear and persuasive investment recommendation.
– Designing a professional presentation that effectively communicates my findings.

While my theoretical understanding of finance is solid due to my CFA training, my hands-on experience with full-scale modeling and valuation has been limited. With only two weeks left, I am determined to equip myself with the necessary skills in modeling, valuation, and presentation before diving into this time-sensitive challenge.

I’m reaching out to the community for support. I would greatly appreciate any suggestions on the following:
1. Resources for Rapid Learning: What are some of the best courses, books, or YouTube channels for mastering three-statement modeling and DCF/multiples in a short timeframe?
2. Template and Case Studies: Are there specific templates or practice cases that can mimic this type of task?
3. Personal Experiences: If you’ve made a similar leap into a new role or faced a comparable challenge, I’d love to hear your insights and lessons learned.

This moment feels pivotal for my professional trajectory; if I excel in this case study, it could open the doors to my dream career in investment. I am genuinely grateful for any advice or guidance you can offer.

Thank you for your time and support!