CareerPlanSign in

Investment Banking, Vice President, Real Estate

San Francisco💼 Full-time💰 $230,000–$230,000🗓 2026-08-24 → 2026-09-27

Core

Vice President in Investment Banking supporting M&A, capital raises, and strategic advisory for real estate clients.

Role type

Senior IC investment banker (real estate)

Builds

M&A transactions, equity/debt capital raises, strategic advisory services for real estate firms

Domain

Real Estate Investment Banking

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work

Required skills

M&A execution, financial modeling, valuation, market research, client relationship management, due diligence, team leadership, FINRA Series 63 & 79 licensing

Preferred skills

Real estate coverage experience, REIT/operating company knowledge

Technologies

Bloomberg, Capital IQ, Excel, PowerPoint

Responsibilities

Coordinate transaction processes for capital raising and advisory assignments; Prepare offering memoranda and investor presentations; Lead preparation of valuations and financial models; Conduct market and company research for new business generation; Organize client meetings and diligence sessions; Supervise and mentor junior bankers; Identify new business opportunities and develop strategic recommendations

Seniority

Senior, hands-on IC with mentorship responsibilities

Sourced via greenhouse · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.