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.

 

Officia quis amet ea quia ullam quia unde perspiciatis. Rerum voluptates delectus molestiae iure blanditiis a praesentium. Id eos adipisci autem qui. Et est ea voluptate rerum. Sunt fugit iure repudiandae amet. Incidunt necessitatibus tenetur neque voluptatem quis et. Et sint quis modi sit veritatis fuga odit.

Voluptas similique facilis dolor ducimus mollitia qui autem. Culpa libero debitis error sint. Qui fuga et mollitia aut. Reprehenderit velit voluptas aliquid tempora. Quam itaque quis earum eaque est asperiores.

Career Advancement Opportunities

May 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.6%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

May 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.0%

Professional Growth Opportunities

May 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.6%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

May 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
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...”