New York City - New York - United States of America
About The Role
Under general supervision, the Investment Banking Analyst conducts advanced financial analysis and research to support investment banking initiatives. The role is responsible for developing financial models, evaluating real estate and corporate financial structures, and preparing analytical materials that support advisory and capital markets transactions.
This position plays a key role in analyzing financial performance, supporting valuation conclusions, and preparing materials used in client presentations and investor communications. The analyst will collaborate closely with internal team members, clients, and potential investors to provide data-driven insights and support investment banking advisory services.
What You’ll Do
- Conduct underwriting and financial analysis to support investment banking and advisory transactions.
- Develop financial models to evaluate capital structures and transaction scenarios.
- Analyze real estate assets and corporate financials to determine valuation conclusions.
- Research companies, industries, and real estate assets to support transaction strategy and client advisory.
- Prepare financial reports outlining assumptions, valuation methodologies, and financial performance.
- Contribute financial analysis to client presentations, pitch materials, and internal tracking databases.
- Assist in preparing financial sections of Placement Memorandums and other marketing materials for potential investors.
- Respond to client and investor questions regarding financial modeling and transaction analysis.
- Collaborate with internal team members and external stakeholders throughout the transaction process.
- Coordinate tasks with support staff and ensure timely completion of project deliverables.
- Model behaviors consistent with CBRE’s RISE values.
- Perform additional duties as assigned.
What You’ll Need
- Bachelor’s degree (BA/BS) in Finance or a related field from a four-year college or university.
- 0–2 years of relevant experience in finance, investment banking, real estate finance, or a related analytical field.
- Ability to obtain Series 79 and Series 63 Securities Licenses within the first three months of employment.
- Strong understanding of financial terminology, principles, and valuation concepts.
- Ability to analyze and interpret complex business and financial documents.
- Experience conducting financial and business analysis, including preparing reports and analytical summaries.
- Strong quantitative and analytical skills with the ability to calculate complex financial figures and evaluate multiple scenarios.
- Ability to solve problems involving multiple variables and make sound judgments within established procedures and policies.
- Excellent written and verbal communication skills, with the ability to present information clearly to internal teams and stakeholders.
- Advanced proficiency with Microsoft Office Suite, particularly Excel.
- Experience with ARGUS or other real estate valuation software is a plus.
- Strong organizational skills with the ability to manage deadlines and prioritize multiple projects in a fast-paced environment.
CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Investment Banking Analyst position is $75,000 annually and the maximum salary for the Investment Banking Analyst position is $85,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program.
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
Service line: Advisory Segment
