Investment Banking Associate, Real Estate (REITs)

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 real estate owner and operations 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 $130,000 - $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