Happy New Year!
January is often the time when people start contemplating a career move or when students put their job searches into high gear. This means it is time to polish up the resume.
I have been working on a few ways to help you with this (more in the coming weeks) but until these products are ready, I want to give the first 5 people who respond a resume review and coaching package. That’s right … give … for free. If you are interested, sign up for your no-charge membership at Finance Career Launch and reply to the first email from me. Remember, I only have 5 spots, so sign up early.
Our guest today is an accomplished real estate finance executive with more than 20 years of experience in corporate finance and institutional investing. Kerri Colwell began her career as an investment banker in the real estate group of McDonald & Company, which is now a part of KeyBanc Capital Markets. She then spent some time in the Real Estate Loan, Sales and Syndication group within Key before taking a few years off to raise a family. She then had the opportunity to get involved in venture capital with JumpStart, a nationally recognized accelerator, and Arsenal Venture Partners, a venture fund focused on three sectors: energy, environment and information technology. Now, Kerri is a Senior Vice President in the REIT (Real Estate Investment Trust) Finance Group with Citizens Bank.
In addition to the ins and outs of real estate finance, keep your ears open for two of the more important parts of the conversation:
- Knowing yourself: Kerri is a great example of a person who is introspective enough to seek who she is and where she will excel most. This is one of the reasons she continues to be successful.
- Importance of learning: Yes, you need to excel at your specific role, but you gain a deeper understanding of what you do when you learn about roles, processes and topics which are tangential to your own (cross-training for your career). It sometimes makes sense to go out of your way to get certifications and take classes, whether required or not.
In this episode we discuss:
- The ins and outs of a real estate finance group at a regional bank
- Why real estate investment trusts (REITs) are such large users of capital
- How relationship managers, portfolio managers and credit work together to get transactions done
- Differences between a product-focused banker and a client-focused relationship manager
- The magic of finding a role that fits your personality, skills and work style
- What it is like to be a woman in banking and finance
- Why writing skills (communication skills, in general) are so important in finance
- How technology and workplace attitudes have changed in the past decade
- Benefits of working with your team face-to-face vs. in a virtual environment
- The value of being curious and looking for ways to learn about seemingly unrelated areas of your product, service or organization
Music by Elijah from NOMADS