Investment Banking Associate

Our client is a FINRA registered boutique investment bank with an active practice led by seasoned senior advisors. Specializing in the residential real estate and construction industries, they exclusively represent clients as a sell-side advisor or to raise capital. Their team has advised on 32 successful transactions representing $14+ billion in value since 2018. Real Estate experience is preferred but not required. See below for other coverage areas of interest.

The firm was founded out of a desire to provide a higher level of service and a more efficient, customized approach to investment banking in the residential real estate industry. The Founder personally leads every transaction along with an experienced team and has a proven track record and reputation, along with a robust pipeline of M&A and capital markets transactions.

About the Position

This is a unique opportunity for a bright and ambitious individual who is seeking direct exposure and impact by working on successful transactions from start to closing. The candidate will assume a diverse set of responsibilities, supporting the firm's transactions and contributing to its ongoing growth through internal initiatives. The candidate will be involved in every aspect of the deal process from financial modeling, presentation creation, client interaction and hosting tours and meetings with buyers and investors.

The individual should have a strong interest in the residential building industry and be excited to work on a streamlined, dynamic team in a remote environment. Our inclusive and entrepreneurial firm culture offers team members significant professional development opportunities, extensive travel with colleagues and clients, and full engagement on active and successful deal teams. In the role of Associate at the firm, they will have direct access and mentorship from senior team members and significant deal exposure from day one.

A candidate who proves they are capable and driven will be rewarded with additional responsibility and promotion throughout the organization. The client’s current MD’s and VP have been promoted from within and we are looking to expand the team through the recruitment of two Associates. We seek to retain and promote talented professionals that further the firm’s brand and success. As such, we compensate our team well (all cash base + bonus) in order to attract the best and the brightest.

While this position is fully remote and work/life balance is important to the team, this is still an Investment Banking position and requires dedication and commitment to serving their clients.

Responsibilities

Support of Senior Team Members in All Phases of the Firm’s Transactions

• Create and maintain marketing collateral, pitch books, and valuation materials
• Creation of Confidential Investor Presentations for clients
• Financial modeling, including traditional valuation and industry-specific methodologies
• Efficiently and accurate organization and analysis of due diligence information
• Create ad hoc transaction organizational documents
• Develop client relationships, working efficiently and accurately in a time-sensitive environment

Strategic Firm Development and Growth

• Create and maintain firm marketing content
• Attend industry conferences and events
• Track active internal pipeline of current and prospective mandates
• Coordinate firmwide meetings and ongoing internal initiatives
• Recruitment of additional junior and mid-level talent over time to support firm’s continued growth

Experience, Skills & Requirements

• Ambitious and educated professional 5+ years in investment banking or similar client-facing role. 3+ years as an Associate is preferred and will be prioritized.
• CPA / CFA / MBA beneficial but not required
• Knowledge of real estate, particularly the residential housing sector, preferred but will consider IB coverage experience in Consumer, Retail, Metals & Mining, Industrials, Energy, and Transportation.
• Strong written and verbal communication
• Critical thinker with a strong work ethic and self-awareness
• Self-starter who can simultaneously manage several deals and multiple responsibilities
• Extensive experience in PowerPoint, Excel, and Word; including development of pitches, business development materials, and marketing documents
• Deep knowledge of corporate finance principles, including financial statement analysis, capital structure analysis, valuation, modeling, investment returns analysis, and similar concepts
• Existing FINRA license preferred
• Must be authorized to work in the U.S. without sponsorship