Job Description
Description Associate – Real Estate, Gaming, Lodging and Leisure Investment Banking Capital Markets & Advisory (CM&A) Citizens JMP is seeking an Associate to join the Real Estate, Gaming, Lodging and Leisure Investment Banking team within Citizens’ Capital Markets & Advisory group. This role will support senior bankers covering REITs and other real estate‑centric companies and will play a key role in pitching and executing mergers and acquisitions, equity capital markets, and debt capital markets transactions for clients. Role Overview The Associate will partner closely with Managing Directors, Directors, and Vice Presidents to support a growing pipeline of sell‑side and buy‑side M&A advisory assignments , as well as equity and debt capital markets transactions for REITs and real estate‑related clients. This role offers exposure to public and private management teams, senior‑level leadership within Citizens Bank, and long‑term career development opportunities within the Real Estate, Gaming, Lodging & Leisure sectors. Key Responsibilities Support execution of M&A advisory engagements, equity capital raises, and debt financing transactions for REITs and real estate‑focused companies Build and maintain financial models, including valuation analyses, merger and accretion/dilution models, and REIT‑specific capital structure frameworks Prepare pitch books, marketing materials, management presentations, and investment committee memoranda Assist with transaction due diligence, financial and data analysis, and preparation of offering materials and deal documentation Partner with senior bankers on client coverage initiatives, 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 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 . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and givin