Investment Banking Real Estate Associate - Special District Group

Piper Sandler Companies

$100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • Preferred 2+ years of relevant experience.
  • Proficient in digital software and technology including databases and MS Office suite.
  • Strong organizational skills and ability to manage multiple projects.
  • Effective communicator capable of simplifying complex ideas.

Responsibilities

  • Participate in planning, structuring, and executing banking transactions.
  • Conduct research to produce essential data sets for banking processes.
  • Prepare and maintain transaction-related materials including presentations and summaries.
  • Track transaction activities and ensure accuracy of related materials.
  • Document client meetings, capturing detailed notes for future reference.
  • Collaborate with team members to provide relevant deal information for financial modeling.
  • Develop and update various marketing materials such as pitchbooks and research summaries.

Benefits

  • Work in a dynamic and fast-paced team environment.
  • Participate in meaningful banking transactions that make an impact.
  • Opportunities for professional growth and development.
  • Collaborative culture fostering communication with senior partners and external partners.
  • Engage in projects that challenge and expand your skill set.
Full Job Description
Job Description:

About This Critical Role - The Job

We are currently looking for an Associate to join the SDG banking team in Houston, TX.

The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a great communicator with a strong work ethic who is interested in a meaningful role on a supportive team. The accountabilities of this role include:
  • Actively participate in the planning, structuring, and execution of banking transactions and manage the administrative aspects of the banking process from launch to close.
  • Perform and coordinate research to produce data sets needed such as market comparisons, parcel list reconciliation, mill levy comparisons, service plan reviews and continuing disclosure.
  • Prepare, review and maintain internal and external transaction materials including rating presentations, case studies, credit summaries and internal approval forms.
  • Coordinate the progress of transaction activities, and track and review transaction materials for accuracy.
  • Attend client meetings, calls and presentations, taking detailed notes.
  • Communicate effectively and collaborate with SDG and Piper Sandler team members on a deal-by-deal basis providing relevant and valuable transaction information to support the development of financial models.
  • Prepare and maintain various marketing materials, including presentations, pitchbooks, research summaries, and market updates.
  • Build and maintain relationships with industry consultants, developers, and other external partners.
  • Consistently modeling SDG's organizational values and contributing to team culture.


About The Ideal Candidates - You
  • You thrive in a high-paced, high-performance environment.
  • You learn quickly, are curious and committed to your own growth and advancement.
  • You characterize yourself as being intrinsically self-motivated, goal oriented and resilient.
  • You exhibit confidence and courage, contributing to discussions, and embracing opportunities outside comfort zones.
  • You can effectively communicate complex ideas to diverse audiences.
  • You plan and organize your work effectively, meeting deadlines and informing stakeholders of project status.
  • You have the following qualifications and experience:
    • Bachelor's degree required.
    • At least 2-years of relevant experience preferred.
    • Proficient in use of digital software and technology, including databases, and MS Office suite.
  • You are available to work full-time in-person in our downtown Houston offices.
  • You are based in, or willing to relocate to Houston.


The anticipated salary for Texas-based individuals expressing interest in this position is $100,000 per year; this position is eligible for substantial annual incentive compensation.

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