Real Estate Investment Banking, Associate, NY, Global Advisory
At a glance
Junior Investment & Corporate Development role at Rothschildandco. New York · full-time · $175,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Execute real estate transactions, including M&A, spin-offs, buyouts and debt or equity advisory work
- Build integrated financial models and valuation analyses, then check analysts’ work across deal workstreams
- Prepare client pitches and internal materials covering acquisitions, disposals, refinancing and capital raising
- Research companies, industries and economic conditions to assess strategic options and transactions
- Guide analysts while coordinating with North American coverage teams and colleagues on cross-border deals
What you bring
- You have prior experience at a leading corporate finance adviser or investment bank, including M&A work
- You hold a bachelor’s degree in finance or a comparable field from a leading academic institution
- You can build financial models and valuations and analyze financial statements with strong quantitative judgment
- You bring advanced Microsoft Office skills, especially in Word, PowerPoint and Excel
Who this fits
This associate role suits someone ready to oversee analysts while contributing directly to live real estate deals. The work is based in New York and involves collaboration across North America and international deal teams.
From the employer
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
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.
Rothschild & Co North America is an equal opportunity employer.
If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website.