Asset Management vs Brokerage Financial analyst

I'm one year out of undergrad. I have offers to join a small (about 10 people) REPE shop in the NYC area with about $300MM AUM as an asset management analyst, or a mid-tier brokerage as a financial analyst for an investment sales group. I am torn between both, as I see pros and cons to going each way at this stage of my career.

On the asset management side, I'd be exposed to leasing and redevelopment projects around the country, get to spearhead working with brokers and contractors, and be involved in quarterly valuations and financial planning etc. The brokerage analyst role is for a pretty robust sales group of about 4 senior brokers and 6 or so associates. The job is mostly underwriting, creating BOV models, and putting together market research and comps for marketing books.

Long term I want to make it into a larger investment manager either on the asset management or acquisitions side. I am naturally drawn to the asset management role I have, but concerned if learning opportunities or growth at such a small company is realistic. I like the brokerage role for the multiple deals I'll work on every week, but afraid it will get repetitive quickly just making valuation models for the same type of middle market properties, and fear not expanding my skill set while there.

Really appreciate any advice or guidance. Last thing I want is to think the grass was greener elsewhere. Thanks.

 

Laboriosam voluptatibus mollitia dolore et labore enim laboriosam consequuntur. Aut commodi omnis ipsa ut enim.

Accusantium modi neque corporis. Eos quam repellat ducimus voluptatibus. Mollitia quos quis quod suscipit distinctio. Sequi molestiae nihil nihil sed. Qui aut qui dolores ut a nesciunt molestiae.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (148) $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
Betsy Massar's picture
Betsy Massar
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
numi's picture
numi
98.8
10
bolo up's picture
bolo up
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...”