Pivoted to CRE from Accounting - Career Advice
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)
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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