Long story short: I started out as an accountant, worked at a few public REITS as a Senior Accountant (hated it and didn't want to end up a controller for the rest of my life), pivoted to a Senior Financial Analyst for a small family company w/~500 million in Retail Assets and I'm enjoying the work way more. But I feel there's limited upside as it's a 2nd generation family business now that I know is positioning for an exit in the next 2-3 years. Would taking an equivalent "Senior Financial Analyst" role for a CBRE or JLL be too much of a lateral move? I feel like I'm behind the ball a bit as I'm already 30. I also interviewed for an Associate role at one of the big shops in my HCOLA that actually paid less than the small shop I'm at now (120k)
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Can you describe like on what type of team, business unit you would be a "Senior Financial Analyst"? Is like an investment sales/DE placement group, and you will be working on models/OM/pitches for the senior brokers? Or is this something else, like on the corporate services side (like the type of consulting that sorta competes with what the Big 4 offer)? Or even something within CBRE/JLL corporate?
Titles are effing impossible to figure out with these firms these days... so without more context, difficult to opine!
Thanks for the reply - I guess it's more of a "corporate" FP&A type role for a small firm that owns/operates 15 Retail Shopping Centers on the east coast... I handle all budgeting/forecasting, JV equity waterfalls, lease deal analysis, modeling developments/redevelopments, cash flow distributions to partners etc.
Are you meaning your current job... or describing the role with CBRE/JLL? I was mainly asking about what the CBRE/JLL role actually is.
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