Investment Banking Associate, Real Estate
4 weeks ago
Citizens is seeking a highly skilled Real Estate Investment Banking Associate to join our team in San Francisco. As a key member of our Real Estate Investment Banking team, you will be responsible for providing financial analysis and advisory services to clients in the real estate industry.
Key Responsibilities:
- Work with senior bankers to pitch strategies and transaction financing scenarios to corporate clients and financial sponsors.
- Assist in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, and capital restructuring.
- Provide financial analysis reports for investment transactions.
- Prepare marketing documentation, such as pitch materials and board and management presentations.
- Draft memorandums and road show presentations for client companies.
Qualifications:
- Minimum of 3+ years of relevant experience in investment banking and/or capital markets.
- Preference for industry knowledge and transaction experience within the equity REIT sector and broader real estate owner and operations.
- Proven capital markets and M&A experience with strong financial modeling and analysis skills.
- 4-year degree from an accredited university; Master's degree preferred, but not required.
- Effective verbal and written communication skills with ability to interact with clients and internal decision makers.
- Very strong quantitative and analytical skills.
- Ability to manage projects independently and assume a high level of responsibility.
- FINRA Series 79 (or 7) and Series 63 and/or willingness to obtain licenses in a short timeframe.
Benefits:
- Competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
About Citizens:
Citizens is a customer-centric company built around helping our customers and giving back to our local communities. We offer a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
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