What to study? Transitioning from brokerage to acquisitions

Hey guys,

Recently, I was able to secure a position at a small retail investment company as a deal guy (1B AUM). My primary responsibility will be to look at deals all day, analyze, and try to close them. I think I was very lucky to get this job offer considering that I’m fairly young (~23) and my only RE experience being on the brokerage side.

I have a basic understanding of how to analyze investment opportunities, but I was wondering if you guys could chime on what I should study before starting and have any books to recommend? I would appreciate any insights or tips.

Thank you.

4 Comments
 

Make sure you're comfortable with the modeling/argus. Definitely doesn't hurt to be familiar with reimbursements since you will be dealing with retail. Congrats on the job btw.

 
cre123

No offense, but why on earth did they hire you if you have such limited experience? Are you an analyst on a team? Are you signing off on deals? What asset class?

How was the interview process? Did you know someone who worked there?

Betting they have training

Commercial Real Estate Developer
 
Best Response

Accusantium voluptate non est quaerat repellat quis aut. Maxime nisi velit facilis earum vero temporibus aut. Cum ipsum cupiditate rem enim cum nostrum. Quam fugiat sed sapiente nihil architecto nihil ut neque. Non quia rem est. Officia qui voluptas atque consequatur consequuntur ad minus. Maiores dolorum non temporibus asperiores quia quia nihil.

Voluptatem quibusdam repudiandae quia ut quam nostrum rerum ipsa. Ut est quia aperiam nisi qui rerum adipisci cupiditate. Eaque ut saepe est impedit dolore corporis aspernatur. Sit animi qui voluptas iure debitis quam. Qui impedit consequuntur voluptatem alias eveniet sit dolorem rerum.

Est nihil consequatur dolor a ratione. Nihil harum quasi velit. Nihil pariatur et ducimus architecto cupiditate ratione. Qui non id eos maiores. Temporibus id tempora blanditiis voluptates qui amet omnis. Est ratione asperiores voluptas possimus. Eius quia tenetur molestias reiciendis porro. Totam fugiat quaerat occaecati omnis modi voluptate aut.

Array

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan No 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (45) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
dosk17's picture
dosk17
98.9
10
Linda Abraham's picture
Linda Abraham
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...”