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CBRE

Investment Banking Analyst

CBRE, New York, New York, us, 10261


Investment Banking Analyst

Job ID

194328

Posted

19-Nov-2024

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Capital Markets

Location(s)

New York City - New York - United States of America

About The Role:

An analyst in the asset manager M&A vertical will primarily support as execution for the vertical. The ideal candidate will support the global head and director and help not only run ongoing live projects, but also to act as additional support for originating new business. Though dedicated to the AM M&A team, the analyst should be able to help deliver the M&A product for clients of other CBRE verticals.

What You'll Do:

Support M&A execution for clients from start to finish in a transaction, including pitching, diligence, positioning, marketing, negotiation and closing a transaction.

Assist in drafting of management presentation and other marketing materials. Conduct advanced financial analysis to reach a value conclusion, including preparing financial models used to evaluate financial structures for M&A transactions.

Connect clients to a broad network of potential partners, including buyers and/or sellers, and sources of capital, distribution and expertise.

Handle client expectations and projects via ongoing weekly check-ins, including agendas, project workstream trackers and overviews of what will be accomplished in a given week.

Understand the various types of companies in the Asset Management industry, including various product types and fund structures, in order to effectively communicate and react to the implications of a particular transaction given a set of idiosyncratic circumstances for a particular client.

Provide expertise and creativity around transaction structure, including knowledge of various structures and associated legal terms.

Understand the broader themes in the Asset Management space and integrate these themes into pitches, marketing materials and conversations with various stakeholders.

What You'll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Bachelor's degree (BA/BS) from four-year college or university in Finance or related field and a minimum of zero to two years of related experience and/or training. Takes Series 79 and 63 Securities License during first three months of employment.

Strong presentation drafting, writing and communication skills, including an acute attention to detail.

Excellent analytical and financial modeling skills, with a detailed knowledge of corporate finance and its principles. Requires in-depth knowledge of financial terms and principles. Accounting knowledge not required, but preferred.

Ability to understand and research responses to potential questions, and improvise when asked unexpected questions.

Effective time and relationship management to handle multiple live engagements and new origination / business development.

Proficient in Microsoft Office suite of products, particularly Excel and PowerPoint.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.

Our culture is built on our RISE (https://www.cbre.com/about-us/culture-and-history) values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.

Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Investment Banking Analyst position is $ 77,900 annually and the maximum salary for the Investment Banking Analyst position is $129,800 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. The application window is anticipated to close on November 25th and may be extended as needed. Or to express interest in similar roles, visit CBRE.com/careers

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)