Posted in Interview Advice 1 year ago

How to ace the interview process for a real estate investment analyst!

A question I get asked a lot so here’s the low down. Clearly the process will vary from business to business but as a general rule, it will look something like this:


The interview process:

  • 1st round interview – usually with the hiring manager; the person who will be managing you on a day to day basis. This stage generally lasts around 30 – 45 minutes, and the aim is to get an idea on whether you’ll fit in, your experience, and to check that your skills match what they are looking for.
  • 2nd round – typically this stage will be a modelling test or a case study. The company will have you come to their office to do it and will impose a time limit - anywhere between 1 hour and 3 hours to complete it. Some businesses will send the test to you via email to complete at home, in which case there is no specific time limit, but they will ask for it back within 24 hours or something similar.
  • 3rd round – if 2nd stage is passed, then you’ll likely be invited back to meet with senior management. Sometimes at this stage you will discuss the case study or your workings on the modelling test. It is not unusual for this stage to take a few hours and for you to meet with a few different people one after the other. It is at this point in the process that you are likely to encounter the most technical questions.

3rd round is often the last round; however, we have known there to be 4 or 5 rounds in some cases!

When interviewing a ‘1-3 year analyst’, our clients will want to see:

  • A strong academic background – a good degree from a top university – a financial or real estate degree is most favourable.
  • Evidence of relevant internships and work experience throughout summer holidays
  • Excellent financial modelling skills - Keep sharpening your technical skills. Online courses like Bayfield and Bayrock always help – the initial outlay can be very worthwhile in the long run.
  • An interest and passion for real estate – have meaningful experience in the field
  • Good knowledge of economic and political goings on
  • Clients generally like to see someone who is open to asset classes and not super keen to specialise at this stage
  • Knowledge of the latest real estate market trends, through reading of financial publications and financial news.
  • Be ready to talk in depth about the deals you’re working on now – know the facts and figures
  • European languages are always a plus
  • Be able to explain why you want to leave your current position for the one they’re offering
  • Know the business you’re interviewing with – why have they been in the news recently? What is their growth like?
  • Know the person/people interviewing you - what is their background? How does it correlate with yours?
  • Be able to tie in your experience to their expectations and description of the position, so that it’s in line with what they’re looking for
  • Ask questions – why did they move to this company (if applicable), what do they enjoy about the role, do they have any concerns about you?

By Hannah Taylor

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