Job Title: Investment Banking Associate - Real Estate AdvisoryPosition Type: Full-Time
About the RoleWe are seeking an exceptionally talented and motivated
Investment Banking Associate to join our dedicated
Real Estate coverage group within our global advisory practice. As a premier elite boutique, our core focus is providing pure, unbiased strategic advice on high-profile M&A, complex restructurings, spin-offs, and equity and debt capital raises for leading REITs, private equity sponsors, real estate developers, and corporate property owners worldwide.
In this role, you will act as a central lead on live deal execution-managing financial modeling workstreams, drafting transaction materials, guiding junior analysts, and maintaining direct communication with senior executives and clients.
Key ResponsibilitiesTransaction Execution & Sector Valuation- Lead day-to-day execution across live Real Estate transactions, including sell-side and buy-side M&A, carve-outs, LBOs, and debt/equity capital advisory.
- Oversee and build comprehensive integrated 3-statement models, NAV models, DCFs, LBOs, accretion/dilution analyses, and property-level asset valuation sensitivities.
- Direct real estate due diligence processes, managing data room operations and managing interaction with client management, legal teams, and accounting advisers.
Deal Preparation & Client Strategy- Lead the drafting of client presentations, Confidential Information Memoranda (CIMs), pitch books, board decks, and public shareholder documents.
- Conduct in-depth qualitative and quantitative research on real estate sub-sectors, macroeconomic indicators, property market trends, and competitive landscapes.
Leadership & Mentorship- Supervise, manage, and actively mentor junior analysts and interns, overseeing the quality, accuracy, and depth of their financial models and deliverables.
- Help foster an inclusive, collaborative, and growth-oriented team environment where feedback and development are prioritized.
Qualifications & Requirements- Experience: 2-4 years of Investment Banking experience (as an Analyst/Associate) with a strong foundation in M&A advisory. Direct exposure to Real Estate, Gaming, Lodging, or Infrastructure M&A is highly preferred.
- Education: Bachelor's degree in Finance, Real Estate, Economics, or related discipline from a top-tier institution (MBA preferred).
- Financial Modeling Proficiency: Advanced knowledge of corporate finance principles, real estate financial modeling (NAV, LBO, DCF, M&A), and financial statement analysis.
- Communication: Superior written and verbal communication skills with a track record of interacting effectively with internal leadership and external client teams.
- Licensing: Active FINRA Series 79 and Series 63 (or regional equivalent) preferred.
