Associate – REGL (Capital Markets & Advisory)

Candidate Experience site

New York, NY

Associate – REGL

Capital Markets & Advisory (CM&A)

Citizens JMP is seeking an Associate to join the REGL (Real Estate Growth & Lending) platform within Capital Markets & Advisory. This role will support senior bankers covering REITs and real estate–focused operating companies, and will play a key role in transaction execution, analytical support, and client coverage activities.

Role Overview

The Associate will partner closely with Managing Directors, Directors, and Vice Presidents to support sell-side and buy-side M&A advisory, as well as equity and debt capital markets transactions for REITs and real estate-related clients. This role provides critical execution leverage to senior coverage bankers and contributes to the firm’s growing REIT franchise.

Key Responsibilities

Support execution of M&A, equity capital raises, and debt financing transactions for REITs and real estate-focused companies
Build and maintain financial models, including valuation analyses, merger models, and REIT-specific capital structure frameworks
Prepare pitch books, marketing materials, management presentations, and investment committee memoranda
Assist with transaction due diligence, data analysis, and preparation of offering and deal documentation
Partner with senior bankers on client coverage, strategic analyses, and investor positioning
Coordinate with internal product partners and platform stakeholders to ensure timely and accurate deal execution

Qualifications

Bachelor’s degree from an accredited university
2–4+ years of investment banking, capital markets, or relevant financial experience
Exposure to M&A and/or equity and debt capital markets; REIT or real estate experience preferred
Strong financial modeling, analytical, and valuation skills
Ability to manage multiple workstreams in a fast-paced, transaction-oriented environment
Excellent written and verbal communication skills with strong attention to detail

Licenses

Series 79 and Series 63 (or ability to obtain)

Work Schedule

Hours per Week: 40 +
Work Schedule: Monday to Friday

Pay Transparency

The salary range for this position is $175,000 - $225,000 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.