Investment Banking Associate

• Conduct in-depth financial and market research to evaluate investment opportunities
• Analyze companies and client portfolios to support investment decisions
• Prepare detailed financial, comparables, and commercial analyses, including distribution risk probability assessments with credible recommendations
• Support senior bankers by responding to internal and external stakeholder queries in a timely and professional manner
• Assist in the development and fostering of relationships with lending institutions
• Aid in the marketing and distribution of syndicated loan product to various bank, life company and private credit participants
• Serve as a day-to-day operational contact for clients, engaging effectively with stakeholders at all levels
• Prepare marketing materials such as pitch books, confidential offering memoranda, and management presentations to support client conversations and execution efforts
• Produce reports, presentations, and analysis for both internal and external stakeholders
• Collaborate with internal teams including debt capital markets, sales and trading, and other partners to support pricing, distribution, and execution strategies
• Maintain and update databases of clients and loan transactions
• Upload deal information to external syndication platforms
• Conduct and present debt market research focused on the U.S. lending markets
• Identify and recommend process improvements that enhance efficiency, accuracy, and client outcomes
• Apply independent judgment to resolve business challenges while developing expertise in relevant policies, procedures, and compliance requirements
• Collaborate with peers and internal partners to share product knowledge, market intelligence, and best practices

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Knowledge of commercial real estate market inclusive of associated risks
• Sales, pitching and business acumen
• Real estate specific valuation and financial modelling
• Loan underwriting and structuring
• Ability to clearly present and visualize data
• Strong numerical, written, and verbal communication skill
• Foundational understanding of credit and liquidity analysis
• Proficiency in Microsoft Office
• Strong attention to detail and accuracy
• Ability to coordinate multiple workstreams and deliver under tight deadlines
• Resilience and motivation
• Strong leadership and mentoring skills, with the ability to effectively network and build relationships across internal teams and external partners

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement