Real Estate Investment Banking, Associate, NY, Global Advisory

Rothschild & Co

$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or similar from a leading institution.
  • Preferred MBA or equivalent graduate degree in Finance.
  • Previous experience in top-tier corporate finance advisory or investment banking with M&A focus.
  • Real Estate M&A experience at advisory firms or investment banks preferred.
  • Strong quantitative and analytical skills for financial modeling and valuation analysis.
  • Ability to lead teams and foster collaboration across different geographies.
  • Well organized, able to manage multiple projects in a fast-paced environment.

Responsibilities

  • Participate in executing live real estate deals including M&A, spin-offs, and debt equity advisory.
  • Oversee analysts and perform financial modeling and valuation analyses.
  • Conduct a range of corporate finance transactions for strategic alternatives and equity/debt events.
  • Assist in preparing client pitches and marketing materials for various capital alternatives.
  • Research and analyze economic and industry trends relevant to client transactions.
  • Manage analysts and oversee their work streams, ensuring quality and accuracy.
  • Adhere to compliance and confidentiality regulations while contributing to firm culture.

Benefits

  • Discretionary bonus eligibility based on performance.
  • Strong employee benefits package unique to Rothschild & Co.
  • Opportunities for professional growth through training and development efforts.
Full Job Description
Overview of Role

This Associate level role will be for the Real Estate team in New York providing Mergers & Acquisitions, Restructuring and Debt and Equity Capital Markets advisory work across a number of industries. It plays a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world. Given the global nature of our firm and broad reach of our M&A practice, this role will involve working collaboratively with colleagues in the North American industry coverage teams and other colleagues globally on international / cross-border projects.

Responsibilities
  • Participate in execution of live deals in Real Estate which may include sell-side M&A, buy-side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory with significant cross-border emphasis
  • Oversee analysts and perform financial modelling, valuation, comparable and relative value analyses and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
  • Undertake broad range of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers and equity and debt capital market's events
  • Assist in preparation of client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
  • Conduct extensive quantitative and qualitative economic, industry and company research and analysis
  • Managing analysts and overseeing various work streams including detailed review and checking of work
  • Adhere to all compliance regulations and confidentiality policies
  • Contribute to Rothschild & Co's unique firm culture, and recruiting, training and development efforts


Education and Qualifications
  • Bachelor's Degree in finance (or similar) from a leading academic institution.
  • MBA or equivalent graduate degree in Finance with prior experience, preferred


Experience, Skills and Competencies Required
  • Prior experience within a top tier corporate finance adviser/investment bank in M&A required
  • Prior Real Estate M&A experience at an advisory firm or investment bank preferred
  • Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis
  • Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies
  • Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business
  • Well organized, detailed and the ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines
  • Knowledge of the relevant financial and regulatory environments that surrounds M&A
  • Exceptional analytical, quantitative and communication skills
  • Team player, capable of working in cross-border deal teams
  • Advanced Microsoft Office skills (Word, PowerPoint and Excel)


Expected base salary rates for this role in our New York Office will be between $175,000 and $225,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.

Similar Jobs

More Jobs at Rothschild & Co

More Finance & Insurance Jobs

Find similar Real Estate Investment Banking, Associate, NY, Global Advisory jobs: