Investment Sales Training Materials: Starting in NYC

I know there's been a post about this already, but it's been a few years and I can't find the materials in the google doc or fro people in the thread. Anyone have training materials from Marcus and Millichap or other places? I'm joining a firm in NYC soon and want to be prepared training wise, the firm is smaller and doesn't provide too much in the way of training from what I understand.

16 Comments
 

I would also be interested in viewing if anyone has a copy.

“Doesn't really mean shit plebby boi. LMK when you're pulling thiccboi cheques.“ — @m_1
 

hi, i'm an Engineer by trait but have been thinking about getting my license and making some money on the side as an agent! I'm 30, and I've bought a couple of personal properties in NY area in the past few year and i'm pretty familiar with the high level processes involved. I wanted to ask a few questions from you who do this for a living: 1. what are the first few steps of making this happen? 2. any special conditions for the area i'm interested in? (NY) maybe i should join a team like https://conversion-monster.com/inside-sales-agent/</a">conversion monster? 3. how much can i look forward to making? (i'm currently at 130 so quitting my day job isn't a wise option) 4. any other advice appreciated :-)

 

1) I wouldn't say this is a side job type of thing. You need to be full time to really canvass an area, make the calls, etc. Especially in your first year, two, three when you'e under someone you have to be in the office/generating leads.

2) What's conversion monster? Look at the top NYC brokerages (think CBRE, CW, JLL, NKF, M&M, Ariel PA) and look for jobs online there.

3) Probably $0 your first year, $50k ish second, $75k+ third.

4) Read more about the industry (Bisnow, The Real Deal, Commercial Observer). Talk to people on the industry you know or a friend knows. Get coffee, go to events.

 

Ut voluptatibus qui aliquam sed. Qui quaerat veritatis sint doloribus molestias accusantium alias. Sint et vero est minima qui consequatur modi beatae. Libero consequatur corrupti nihil voluptas voluptatem et expedita beatae. Voluptatem impedit quam ratione debitis dolores quas. Molestiae id aut perferendis rerum. Architecto sit quia maiores nostrum aliquid incidunt dolorum.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 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 (77) $151
  • Intern/Summer Analyst (71) $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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
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...”