Investment Banking Associate

2 weeks ago


Irvine, United States Wilshire Finance Partners Full time
Job DescriptionJob DescriptionBenefits:
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Investment Banking Associate - Real Estate Capital Markets

Base: $75,000 per year + additional commissions and bonuses

Location: Irvine, California

Schedule: Monday to Friday

Benefits:

Health Insurance
Paid Time Off
Dental Insurance
Vision Insurance
Life Insurance

Experience:

3 years or more of sales and marketing experience in securities sales, commercial mortgage lending, or the equivalent.

Job Description:


Investment Banking Associate

Wilshire Finance Partners is a real estate-based alternative investment manager and investment banker. Since 2008, Wilshires short-term, fixed-income, real estate-based private credit investments have delivered Stable Income and Principal Protection to our investors. The capital in our funds enables us to deliver a great funding platform for our borrowers, brokers, and loan officers because we deliver execution certainty on loans secured by multifamily, commercial real estate and senior housing facilities through in-house underwriting and approvals. In addition, we have strategic relationships for the placement of real estate-based debt and equity.

We're looking for an experienced individual with financial services sales and marketing experience to join our team as an Investment Banking Associate.

Why Wilshire


  • Base Salary ($75,000 per year)
  • Additional commissions and bonuses
  • Company health benefits
  • Paid vacation
  • Career growth
About the Role

In this role, you will work closely with the companys Chief Executive Officer and other team members to drive sales initiatives including:

  • Investments: Partner with our CEO and Vice President of Corporate Services to assist with maintaining existing and developing and nurturing new relationships with investors and advisors. This will include driving capital raising and investment sales for the company's platform.
  • Secondary Marketing: Partner with our CEO to assist with maintaining existing and developing and nurturing new relationships with lenders, investors and other participants in the senior housing, multifamily, and commercial real estate sectors. This will include assisting the CEO with identifying new capital sources for debt and equity placements and investments.
  • Real Estate Acquistions: Assist the CEO with the review, coordination and closing of real estate debt and equity investments.
About You


  • Bachelor's Degree in business, management, finance, marketing, or similar major.
  • 3 years or more of experience in securities sales, commercial mortgage lending, or the equivalent.
  • Strong phone sales skills. (heavy phone contact required)
  • Excellent written and verbal communication skills.
  • High achiever, honest, persistent, and hard working.
  • Exceptional organizational and time management skills. Ability to take initiative with minimal direction, to work on multiple transactions simultaneously, and to meet deadlines.
  • Strong analytical, problem solving, and interpersonal skills.
  • Working experience with database and spreadsheet use and management.
  • Ability to quickly learn, adapt to, and apply new information and processes.
  • Professional appearance and demeanor.
  • SIE, Series 63/66, Series 7/22 in good standing highly desired or ability to obtain within 4 months of hire.
More About the Role

In-office role based in Irvine, California. This is not a remote position.

If you're looking for an environment that is focused on growth, now is a great time to join the Wilshire Finance Partner's team

Please respond to this posting or send your resume to:

Wilshire Finance Partners, Inc. 2 Venture, Suite 430 Irvine, CA 92618

Learn more about us at: www.WilshireFP.com



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