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Investment Banking Associate, Real Estate (REITs)

Citizens Bank

Citizens Bank

San Francisco, CA, USA
Posted on Tuesday, September 10, 2024

Job Description

Citizens JMP is currently seeking a Associate/Senior Analyst to join our Real Estate Investment Banking team in San Francisco. The ideal candidate possesses an established investment banking pedigree and skill set including capital structure advisory (debt & equity financing), strategic advisory (sell-side, buy-side, structured transactions) and other corporate finance and industry-specific financial analysis. This candidate will have experience working with biotechnology, pharmaceutical or medical technology companies. You would serve as a key resource in client discussions and presentations, alongside Citizens senior bankers, while participating in the origination and execution of debt, equity and M&A transactions. This is an attractive opportunity for an experienced Analyst/first year Associate seeking greater client exposure, transaction experience and career advancement opportunities within an entrepreneurial, fast growing organization with competitive pay and benefits. In this role at Citizens JMP, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

Primary responsibilities include

  • Working with senior bankers within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives
  • Assists in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.
  • Provides financial analysis reports for investment transactions.
  • Prepares marketing documentation such as pitch materials and board and management presentations.
  • Drafts memorandums and road show presentations for client companies.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Minimum of 3+ years of relevant experience in investment banking and/or capital markets
  • Preference for industry knowledge and transaction experience within 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

Hours & Work Schedule

  • Hours per Week: 40 +
  • Work Schedule: Monday to Friday

Pay Transparency

The salary range for this position is $135,000 - $175,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. ​

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits

About Us

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Job Info

  • Job Identification 35536
  • Job Category Advisory & Relationship Management
  • Posting Date 09/09/2024, 06:29 PM
  • Apply Before 10/05/2024, 06:29 PM
  • Job Shift 1st
  • Locations 600 Montgomery Street, San Francisco, CA, 94111, US
  • Working Hours 40
  • Minimum Required Education Bachelor's Degree
  • Career Site Category Commercial Banking