2 year Analyst at Fam Office - Next Moves?
I'm a second year analyst at a MF family office in a primary market. I do a fair amount of quant work, modeling, and deal sourcing but a lot of my day-to-day is operational. I handle tasks ranging from Asset Management to Entitlement, Legal, Team Management and more outside of my normal acquisitions work. Some may not like the extraneous tasks, but this is a positive to me personally because my goal is to start a fund in the future. This broad experience is extremely valuable.
The owner/CEO told me personally at my EOY review that his plans for me are to become the COO of the company down the line, and I am held in a high regard as a rising star at the office. It is a fairly small shop, so I don't necessarily have much "competition" anyways. I work 50+ hour weeks and my salary/bonus structure seem really competitive from compensation threads I have seen.
I am pretty much a mentee of the owner ($100M man) and he has really been active in developing me. I have contact every day with him and our CFO and have a seat at the table for the big discussions and meetings.
I'd like people's thoughts based on my stated position and end game.
What would be the best move? Stay for a few years and continue to learn alongside an incredible Entrepreneur? Go get an MSRE/MRED as soon as possible? Stay and then go for the MSRE? Try to jump to a more institutional role soon? Try to work for a big Syndicator who actually takes investor money? (most relevant to my future goals)
I am not sure that the next level (Associate) would be compensated as competitively as an Associate at a more institutional spot.
I am afraid of being inside a vacuum at this family office, but I think I've got a good gig for the time being. I feel like by either going to a bigger institutional office or to grad school I have more chances to meet like-minded individuals either for funding or partnerships for my own ventures.
You have serious "grass is greener" mentality. Stay where you are, you listed almost no negatives to your current role.
OP is: heavily mentored well compensated now and will be in the future told by owner that he is C-suite material and is in the succession plan exposure to c-suite low hours interesting work from an investment side
OP: what are my exits? I want to be a cog in a wheel somewhere else.