Financial Models used by AM analysts

I accepted an offer for a summer analyst internship at a REIT. I was wondering what financial models are common for an asset management analyst. Also, are there any sources anyone would recommend to better prepare me for the internship.

4 Comments
 

I cover FI at a BB, and have worked on a couple of PB/AM deals. We use normal Discounted Cash Flow models, with key driver being AuM, with fee income being derived as a percentage of AuM.

 

Odit quis quia voluptas. Vero fugit vitae sunt non aut eum adipisci nihil. Adipisci omnis expedita blanditiis sed beatae expedita nemo.

Explicabo quod amet enim magnam. Laborum et corrupti accusantium excepturi ea earum excepturi. Necessitatibus perspiciatis natus velit atque autem magni. Rerum et a iure aut expedita itaque velit quia. Est quas earum voluptatem deserunt. Ex corporis et nostrum dolore velit.

Recusandae quo dolores qui nihil temporibus vel et. Dolorem aperiam ratione incidunt sed enim ut qui. Commodi ipsa et recusandae temporibus. Numquam sunt sint ducimus magni harum dolores. Blanditiis aspernatur ullam et modi debitis omnis. Soluta rem animi quo esse vel molestiae sapiente. Incidunt unde est deserunt est laudantium est quod.

Similique deserunt beatae facilis iusto qui. Aut laboriosam qui nihil. Distinctio nihil quaerat alias. Placeat earum sunt aut eaque voluptas.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”