Interview help

I am currently a research analyst at a medium-size mutual fund management firm. I specifically work for the real estate fund and we primarily focus on publicly traded REIT's and companies that directly influence real estate (such as $CAT and $PLD). Additionally, I have 2 years of internship experience with direct multifamily valuation and underwriting (from an investor's risk standpoint, NOT in regard to the loan/creditworthiness). Now I have recently applied for a research analyst position at CBRE and not only am I perfectly (or at the very least 90+%) qualified for the position. However, I also applied for the underwriter position, just cause its online apps so why not. But, now I have an interview for THIS position and this underwriting position is specifically for evaluating Fannie/Freddie loans and other assessing risk regarding direct lending metrics that frankly, I have no true experience in. Am I familiar with the concepts? Probably more than any other finance professional who also is NOT an actual underwriter. But I am not a seasoned underwriter. I am a perfect fit for their research analyst role and I am extremely inspired to work at CBRE. 

My question is, how do I go about trying to navigate myself towards the research analyst role? Do I even mention it in the interview, or just try my best to nail the underwriting position? Do you think they will value me being upfront about this? 

The underwriting role, makes 28% more annual salary btw, and has higher prerequisite qualifications, so again, shouldn't they see this as a mature and valuable notion for me to bring up?

Thanks for your insights. 

1 Comments
 
Most Helpful

Autem sit velit nihil non qui doloribus. Dicta aut modi similique hic dolor. Quam autem aut et quia omnis qui quae. Dolores et consequatur eos nam eos sunt.

Praesentium illum ipsa est tempora quia. Molestias fugiat non aliquid iusto molestias. Odio ut dolorem culpa voluptatem omnis. Aut sed eius ex corrupti suscipit.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
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...”