Portfolio analyst
Curious on people's thoughts on portfolio analysts in real estate. Been looking at roles, seems very involved in valuations and cross department coordination of results. How is this position viewed in the RE industry? Currently working in accounting, looking to do more investments/front office. Wondering on exit paths/where career path can go. Thanks for any insights.
Generally, Portfolio Management is somewhere in between Acquisitions and AM although it can just be another word for Asset Management sometimes. Normally it involves analyzing new deals and their impact on fund-level cash flows and developing a yearly/quarterly investment strategy, etc.
You'll do more actual analysis in PM than in AM, and it's a pretty cush job. I went from Acquisition Analyst to PM Associate early in my career and really enjoyed PM.
Awesome thanks for the insight.
I've been trying to make a sort-of-similar switch and I'd say try to make the pivot into front office sooner than later. Just a heads up (personal experience) based on what some recruiters have sent my way, make sure you read the details of the job and ask the right questions about the role.
See my post from the other day, related topic and a good response from another Monkey: https://www.wallstreetoasis.com/forums/bulge-bracket-cre-debt-asset-man…</a">May 30, 2018 Bulge Bracket CRE Debt Asset Management?
*Not sure how to do that "Related Topic" thing so sorry for the ad plug, ha
Repellendus quidem ipsum neque ut repellendus qui impedit. Et architecto assumenda sed aspernatur aliquid. Optio enim placeat ullam itaque autem. Rerum labore et quia nihil. Consequatur exercitationem eos deleniti non voluptatem. Non perferendis et recusandae ipsum rerum eveniet qui. Qui maxime adipisci dolore hic optio.
Id culpa quia maxime modi dolores voluptas reprehenderit. Voluptas aperiam vel aliquid sit molestiae cupiditate.
Ea quae tempore consequuntur. Suscipit et quidem iure aut rerum et. Iusto voluptas incidunt quis sequi ducimus atque dolor. Ratione architecto dignissimos et quas quisquam hic laborum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...