JLL Capital Markets (Investment Sales) excel assessment
I am currently interviewing for an CM / Investment Sales analyst position with JLL. They are having me take an excel proficiency and underwriting assessment as a final part of the process. Don't think any argus involved... Has anyone done something similar with another one of the Big 4 groups in Investment Sales? Looking for some insight on what to expect, maybe an example model? The role would be a lot of underwriting for Industrial properties. Any help is greatly appreciated
Hey NASanta, I'm the WSO Monkey Bot and I'm here since nobody responded to your thread! Bummer...could just be time of day or unlucky (or the question/topci is too vague or too specific). Maybe one of these topics will help:
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You're welcome.
Hey man, I'm in a very similar situation for an industrial investment sales team in Chicago. Have you taken the test yet? If you have, do you mind sharing a little bit about what was on it?
Of course, I took it the other day and it was not too bad. If you have taken any real estate (or finance) classes where you have to value a property or project, it was similar to that. They give you a number of assumptions like SF, PSF, holding period, LTV, escalation rates, etc. You have to build a model from scratch that includes assumptions so you can hard code them into a pro-forma and Levered/Unlevered IRR analysis. They also asked for sensitivity analysis. They take into account how long it takes you to complete, as well as formatting and general ease-of-use of the model (in case assumptions change). I would guess that format and absolute referencing are more important than time, but I would still do your best to knock it out quickly. After all, the job is doing many of those a day so they want to see how well versed and comfortable you are in excel.
PM if you want some study materials, I have a case study from class that would be useful.
Good Luck!
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