Investment Banking Senior Associate - Financial Services - PropTech
Core
Senior Investment Banking Associate advising PropTech companies on M&A, capital markets, and structured finance within the real estate technology ecosystem.
Role type
Senior IC investment banking associate (PropTech)
Builds
M&A transactions, equity/debt financings, structured capital solutions, IPOs, and private placements for real estate technology firms
Domain
Financial Services / Real Estate Technology
Required skills
M&A execution (sell-side), capital-raising transactions, corporate finance, valuation, financial modeling (operating models, merger models, DCF, comps), industry research, pitch materials, CIMs, board-level deliverables, client relationship management, project management
Preferred skills
Fintech/technology/software experience, specialty finance/real estate industry familiarity, AI/automation/data-driven operating models knowledge
Technologies
AI, automation, data analytics
Responsibilities
Manage multiple workstreams simultaneously, conduct differentiated industry/company research, write pitch materials and CIMs, present to founders/C-suite/investors, coordinate junior staff, drive transaction execution
Seniority
Senior, hands-on IC
