Asset Manager Real Estate Analyst Interview

I have been interviewing with a firm that is a 40+ Billion dollar firm AUM for an analyst position in asset management. Part of this process requires an hour long test in which I will need to use both excel and power point. I was curious if anyone could shed some light on what this test could be comprised of as it seems to be a unique structure to me.

I do know that dealing with investor reporting will be part of the job if I am fortunate enough to get the role, but I am not sure at what level this would be and it would seem to me to not make sense to test this.

Any

Comments (13)

Jan 29, 2020

To clarify further the asset type would be student housing

  • Investment Analyst in RE - Comm
Jan 30, 2020

Relative to the modeling test, here is an example one I did for a firm

https://www.wallstreetoasis.com/forums/repe-modeli...

Jan 30, 2020
Investment Analyst in RE - Comm:

Relative to the modeling test, here is an example one I did for a firm

https://www.wallstreetoasis.com/forums/repe-modeli...

This is excellent-thanks a bunch for this. Did you receive positive feedback?

  • Investment Analyst in RE - Comm
Jan 30, 2020

Yeah I did, let me know if you have any questions

Jan 30, 2020

What market is the firm located?

Jan 30, 2020
DerivativeTrader4:

What market is the firm located?

Global offices, but NYC based.

Jan 31, 2020

Any additional views appreciated.

Feb 1, 2020

+1 on this note

Feb 12, 2020

I just had one with an asset manager psoitin for a 40b aum investment manager, so very similar to your test. I dealt with mostly finding month to month variances, figuring out areas within revenue and expenses to improve upon, a lot of qualitative questions like what do you consider a good property manager, and doing a simple waterfall with returns. I didn't do a PowerPoint but I think it woiuld be to demonstrate your understanding of areas affecting the propertys performance and understanding what could be improved (I. E. Economic occupancy, rent lifts, expense ratio, profit split, how to deal with many properties at once). Also maybe know how to calculate investor capital accounts with variables such as returns of capital and capital calls. Let us know how it goes

Feb 12, 2020

Is this at Cerberus where you guys are encountering this? I did their modeling test last year, but it was 3 hours.

Feb 12, 2020
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