Family Office Technical Interview Prep

Hi all, prepping for a financial analyst interview with a family office. The interview is scheduled for two hours but the hiring manager said it should take less than an hour. It'll be excel with some finance questions. The email states I should expect "a few questions relating to finance, accounting, valuation, and excel."

I'm fairly confident but wondering what y'all think I should expect or how to best prep. Thanks.

Real Estate Modeling Course

  • Real-life RE Modeling Tests from actual Interviews
  • Various asset classes including multi-family, commercial and more
  • Huge discount - until more tests and cases added

Comments (5)

  • Associate 1 in RE - Comm
Jul 23, 2020 - 12:35pm

I think it depends on their investment mandate. Do they invest in asset classes other than real estate? Do they invest in both debt and equity?

Most Helpful
Jul 24, 2020 - 9:22pm

How big is this family office? That term could mean well anything. Generally I would say the hiring process/type of person best fit will be determined by the general nature/size of the total AUM (with respect to RE at least). So if they own 100s of hotels and retail centers they will want one type of person, if they own warehouses and office bldgs in major metros, a totally different person.

Given you said use of debt and 1031s, that says they like to trade deals, use leverage (and like some risk/return magnification...), and are tax sensitive. If you know the asset types and deal sizes, you pretty much know what you need to figure out how to best prep.

Jul 25, 2020 - 11:33am

Good call. The team has about 1500 multifamily units and two dozen or so, strip malls. The role will also incorporate some tax, accounting/finance, trading, and portfolio work.
The team has about 10 individuals.
Should be interesting to see what the test is about.

Jul 26, 2020 - 3:28pm

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