Finance Analyst jobs at Marcus & Millichap - 1146 jobs
Commercial Real Estate Financial Analyst
Marcus & Millichap 4.4
Finance analyst job at Marcus & Millichap
Institutional Property Advisors (the “Company”) a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking an Analyst, Capital Markets, to join a top producing commercial real estate debt and equity origination team, focused on executing institutional-quality real estate financings across the US. Our professionals advise on a wide range of capitalizations including construction, bridge, and permanent debt, JV equity, and preferred equity across all major asset classes. The candidate will support the team in the origination and execution of financing transactions and will be responsible for financial modeling, market and sponsor due diligence, and assisting with the creation of offering memorandum.
This is a 100% on-site role in our Cleveland, OH office.Key Responsibilities:
Support senior team members in the execution of capital markets assignments, including debt placements and equity raises.
Assist in the development of pro-forma financials and cash flow models.
Conduct market research and help prepare competitive analysis, supply/demand studies and demographic reports.
Review and input property rent rolls, leases, and operating statements.
Research local real estate markets to identify trends, opportunities, and potential risks.
Assist in the preparation of responses to lender and equity investor inquiries.
Request and coordinate transaction documentation.
Follow up with clients, prospective buyers, and investors on issues related to transaction closings.
Ensure required closing documentation is posted to internal systems.
Key Attributes and Experience:
1 to 2 years of commercial real estate experience in advisory, banking, or valuation.
Bachelor's degree in finance, economics, accounting or commercial real estate.
Financial modeling skills with core competency using Excel.
Financial modeling skills with Argus preferred.
High attention to detail in analytical assessments and valuations.
Ability to manage multiple tasks accurately and productively during time sensitive situations.
Strong verbal and written communication skills.
Ability to work independently with a team player attitude.
Flexible attitude with the ability to handle change effectively.
Availability for North American travel.
#LI-CT1Institutional Property Advisors is a leading commercial real estate services firm providing institutional clients with commercial real estate investment sales and capital markets expertise and research. At IPA, we strive to be the best place to work and to be the best commercial real estate financial intermediary. Our valued employees help make this vision a reality by consistently working to exceed the expectations of our clients.
Marcus & Millichap revolutionized the real estate brokerage industry. The firm was designed to go far beyond simply facilitating real estate transactions. It was developed as an entire system dedicated to maximizing value for real estate investors.In 1971, founders George Marcus and William Millichap launched a new real estate investment business model based on a unique method of matching each property with the largest pool of pre-qualified investors. This simple premise, coupled with an unfailing drive to measure success by client satisfaction, enabled the company to emerge as the industry's pre-eminent real estate investment services firm.
The founders' vision has been realized by a commitment to specialization, the willingness to foster a culture of information sharing and the foresight to pioneer real estate technology. Today, Marcus & Millichap is the industry's largest firm specializing in real estate investment sales, financing, loan sales as well as a leading source of research and advisory services.
Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$75k-114k yearly est. Auto-Apply 17d ago
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Investment Sales Analyst
Cushman & Wakefield | Boerke 4.5
Milwaukee, WI jobs
Job Title:
Investment Sales Analyst
Team:
Investment Sales/Capital Markets
Reports To:
Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers
Job Summary
The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate.
You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement.
Essential Job Duties and Responsibilities
Financial Analysis & Valuation
Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator.
Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office.
Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations.
Prepare Broker Opinion of Value (BOV) analyses and pricing guidance.
Market Research & Data Management
Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator.
Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
Track macroeconomic and capital markets trends relevant to institutional CRE.
Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.
Deal Execution & Transaction Support
Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.
Business Development
Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
Support new business proposals, RFP responses, and customized client deliverables.
Help manage CRM records, active mandates, pipeline reporting, and relationship tracking.
Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator.
Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.
Required Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field.
0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis.
Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials.
Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
Excellent written and verbal communication skills, including the ability to simplify complex analyses.
High attention to detail with the ability to manage multiple projects and meet deadlines.
Comfortable operating in a dynamic, entrepreneurial environment.
Preferred Qualifications
Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
Experience producing institutional-quality offering memoranda and BOVs.
Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
Argus Enterprise experience or willingness to learn.
Knowledge of the Midwest commercial real estate markets.
______________________________________________________
About Cushman & Wakefield | Boerke
Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.
$78k-126k yearly est. 4d ago
Financial Analyst
Remax 4.2
Denver, CO jobs
RE/MAX Holdings is seeking a skilled and driven FinancialAnalyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization.
This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements.
Key Responsibilities
Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units.
Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives.
Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions.
Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends.
Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives.
Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency.
Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations.
Contribute to the development of new reporting templates and tools
Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities.
Qualifications & Skills
Required: Bachelor's degree in Finance, Accounting, Economics, or related field.
Required: Minimum of 2+ years of experience in a FinancialAnalyst role, preferably within corporate FP&A.
Proven experience in budgeting, forecasting, financial modeling, and performance analysis.
Strong business acumen and ability to influence stakeholders through data-driven insights.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus.
Solid understanding of financial statements and GAAP accounting principles.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
Highly organized, detail-oriented, and capable of managing multiple priorities independently.
Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement.
Compensation & Benefits
Hire Range/Rate:
Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility.
Benefits Include:
Competitive medical, dental, and vision coverage
401(k) and Roth 401(k) with company match
Health savings account with company contribution
Flexible spending accounts
Paid parental leave (maternity, adoption, foster)
Educational assistance and student loan support
Paid holidays and flexible time-off program
ClassPass discount and monthly subsidy
And more!
About RE/MAX Holdings
RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive.
Hire Range/Rate:
$70,000 - $83,000
Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
Competitive Medical, Dental, and Vision benefits
Retirement plans with optimal company match
Annual bonus/merit opportunity
Educational Assistance
Mental Health support program
O.R.E. Events offered in-person and virtually
Mentorship program
Employee Resource Groups
Community Engagement
Diversity, Equity, and Inclusion
Parenting
Remote
Women at REMAX
RE/MAX, LLC & Motto Mortgage
Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your
RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!
RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
*As measured by transactions sides
Application Deadline: January 22, 2026
$70k-83k yearly 1d ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Boca Raton, FL jobs
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 3d ago
FP&A and Strategic Finance Manager
Savills North America 4.6
New York, NY jobs
ABOUT SAVILLS
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives.
ESSENTIAL DUTIES & RESPONSIBILITIES
Recruitment and M&A:
Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages.
Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models.
Develop actionable insights to inform Recruiting and M&A decisions and business strategy.
FP&A:
Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc..
Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives.
Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi.
Other duties may be assigned based on the company's strategic initiatives.
Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions
QUALIFICATIONS
Bachelor's degree (Finance, Economics, Business, or related field preferred)
5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors
QUALITIES & ATTRIBUTES
Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality.
Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights.
Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus.
Strong time management skills with the ability to manage multiple priorities and meet critical deadlines.
Proven ability to work effectively in a fast-paced, cross-functional, and global environment.
Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences.
Outstanding ability to communicate and break down complex ideas into digestible, simpler components.
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic.
Savills participates in the E-Verify program.
$110k-163k yearly est. 5d ago
Senior Real Estate Analyst
Stoltz Management of Delaware 3.6
Pennsylvania jobs
Senior Real Estate Analyst
Department: Capital Markets
Supervisor: Co-CEO & Chief Operating Officer
Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm's portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.
Essential Functions:
Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel
Continually update fund models- fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility
Oversee and review work completed by other capital markets analysts to ensure accuracy
Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements
Oversee and perform reporting functions:
Management of the data repository
Responding to investor and prospective investor data requests
Creation of the annual investor presentations as well as the quarterly newsletters
Support the asset management team in preparing budgets and annual property business plans
Prepare comprehensive memorandums for presentation to the firm's investment committee on new acquisitions and sales of existing investments
Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm's investments
Assist in the preparation of quarterly investment reports to senior management
Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting
Perform other duties as assigned
Qualifications/Requirement:
Exceptional analytical and quantitative skills
Superior oral and written communication skills; excellent interpersonal skills
Ability to calculate complex IRRs and equity multiples
Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc.
Ability to handle multiple, concurrent complex assignments with moderate supervision
Demonstrated progressive history of achievement
High-energy, detail-focused individual with unquestionable integrity
Thorough understanding of investment fund economics
Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines
Ability to work independently and collaboratively and thrive in a result-oriented environment
Experience/Education:
Bachelor's Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies
Mastery of Argus and Microsoft Office Suite
2+ years of exceptional performance with a private equity real estate investment firm
4+ years of financial modeling experience
VBA writing experience preferred
Master's or MBA degree preferred
$91k-140k yearly est. 3d ago
Real Estate Analyst
Specialty Consultants Inc. 3.9
Austin, TX jobs
SCI, the leading real estate search firm, is recruiting a Real Estate Analyst on behalf of a rapidly growing real estate investment platform with a national portfolio.
To support the platform as it continues to scale, the Analyst work closely with partners and senior leadership, providing insights that directly shape growth strategy, financial performance, and organizational success.
Key Responsibilities
Lead financial planning efforts including budgeting, forecasting, and strategic financial analysis.
Build and maintain financial models, dashboards, and forecasts to support efficient, data-driven decision-making.
Analyze past results, perform variance analysis, identify trends, and recommend actionable improvements.
Partner with department leaders to develop and manage annual budgets and key financial performance indicators.
Provide regular financial reporting and insights to organizational leadership, highlighting risks and opportunities.
Oversee enterprise-level debt service ratio reporting, capital structure optimization, and reserve management.
Qualifications
Bachelor's degree in Finance, Accounting, or related field required.
Proven success in financial planning and analysis or a related function.
Strong real estate and/or housing sector experience highly preferred.
Demonstrated analytical and problem-solving skills with the ability to translate complex data into actionable insights.
Prior experience with debt funds or debt-related analysis preferred.
$52k-81k yearly est. 2d ago
Investor Relations Associate
Berkshire 4.4
Boston, MA jobs
Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.
If you're interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.
Position Summary
Berkshire has over 50 years of real estate investment experience and manages over $30 billion in U.S. residential real estate on behalf of a global institutional client base.
The Associate, Investor Relations is responsible for supporting Berkshire's Capital Markets team with all aspects of capital raising and client service for the firm's multifamily investment vehicles across equity and debt. This will include collaboration with portfolio managers, the investments team, asset managers, accounting, research and other functional areas of the organization to support fundraising efforts. This position must develop and grow a comprehensive, strategic and technical knowledge of the organizations' client base and funds as well as the competitive landscape and the overall real estate investment industry.
Responsibilities include, but are not limited to:
Capital Raising
Assist with completion of prospective investor requests across the firm's investment offerings
Maintain Berkshire's RFP software as the team's primary user to support capital raising efforts
Assist with the preparation and updating of marketing materials and investor deliverables
Assist with preparation for investor meetings and site visits
Industry and competitive research, including investor, prospect, competitor and real estate market activity
Tracking prospect pipelines and existing investor information, in Berkshire's Customer Relationship Management software
Client Service
Assist in preparation and coordination of Berkshire's Annual Investor Conference and other regular fund meetings
Formatting and branding of various materials in accordance with company brand guidelines to be used with current and prospective clients
Communicate with multiple internal business groups to coordinate the production of deliverables in a timely manner
Internal Support
Tracking current investment information and corporate facts and figures
Collaborate with all members of the Capital Markets team & offshore resources
Drive technological advancement and adoption
Knowledge/Experience:
3-5 years of real estate private equity experience
Clear understanding of fund management and private funds structure, preferably with knowledge of real estate investment concepts/metrics
Team player with an aptitude for organizing, prioritizing and managing multiple priorities using critical thinking and problem solving
Demonstrated self-confidence with senior management
Demonstrated mature conduct in high pressure and sensitive situations
Excellent verbal and written communication skills
Diligent attention to detail and accuracy
Technical/Educational Requirements:
Bachelor's degree in business, Finance, Accounting, Economics and/or a related field is strongly preferred
Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
Experience with response management software a plus
Proficiency with computers, keyboards, monitors and telephone headsets.
Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)
Berkshire Residential offers an excellent benefits package, focusing on our employees' total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details - and to learn more about how we value our employees.
Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.
$144k-221k yearly est. 5d ago
Strategic Finance Leader - Real Estate Capital
Jones Lang Lasalle Incorporated 4.8
Chicago, IL jobs
A leading real estate services firm is seeking a Head of Finance to lead its JREC team in Chicago. The role requires extensive finance experience in lending operations and regulatory compliance. Responsibilities include financial insights, performance reporting, and risk management. The ideal candidate will have a Bachelor's degree, 15+ years of experience, strong analytical and communication skills, and expertise in Sarbanes-Oxley compliance. The position offers competitive compensation and a comprehensive benefits package.
#J-18808-Ljbffr
$88k-131k yearly est. 1d ago
Associate, Investment Banking - Industrials
Stout 4.2
Charlotte, NC jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$33k-51k yearly est. 3d ago
Associate, Investment Banking - Industrials
Stout 4.2
Cleveland, OH jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$31k-46k yearly est. 3d ago
Associate, Investment Banking - Industrials
Stout 4.2
New York, NY jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$33k-48k yearly est. 3d ago
Associate, Investment Banking - ESOP
Stout 4.2
New York, NY jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling.
Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure.
The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout.
We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity.
What You'll Do:
Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments
Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates
Attend client meetings and present complex deal aspects directly to company shareholders and Board members
Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions
Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc.
Conduct due diligence sessions with clients
Conduct quantitative, economic, and industry research
Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors
Become SME of ESOP transaction ecosystem and feasibility
Play key leadership role in all aspects of the transaction process
What You Bring:
At least 2 years of experience in an investment banking environment with advanced technical skills
ESOP experience and familiarity preferred but not required
Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required
Ability to build diverse financial models from scratch required
Experience working the end-to-end deal execution lifecycle
Prior debt structuring and underwriting experience preferred but not required
Bachelor's degree required (Finance, Math, or Economics preferred but not required)
Advanced proficiency in Excel, PowerPoint, and Word
Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$33k-48k yearly est. 3d ago
Associate, Investment Banking - ESOP
Stout 4.2
Chicago, IL jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling.
Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure.
The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout.
We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity.
What You'll Do:
Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments
Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates
Attend client meetings and present complex deal aspects directly to company shareholders and Board members
Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions
Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc.
Conduct due diligence sessions with clients
Conduct quantitative, economic, and industry research
Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors
Become SME of ESOP transaction ecosystem and feasibility
Play key leadership role in all aspects of the transaction process
What You Bring:
At least 2 years of experience in an investment banking environment with advanced technical skills
ESOP experience and familiarity preferred but not required
Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required
Ability to build diverse financial models from scratch required
Experience working the end-to-end deal execution lifecycle
Prior debt structuring and underwriting experience preferred but not required
Bachelor's degree required (Finance, Math, or Economics preferred but not required)
Advanced proficiency in Excel, PowerPoint, and Word
Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$32k-47k yearly est. 3d ago
Associate, Investment Banking - Industrials
Stout 4.2
Chicago, IL jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$32k-47k yearly est. 3d ago
Financial Analyst Intern - Investments
Brookfield Properties 4.8
Cleveland, OH jobs
Business At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up.
If you're ready to be a part of our team, we encourage you to apply.
Job Description
Your Team
Brookfield Residential's Summer Internship Program is designed to provide students with a uniqu e opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026 .
Job Summary:
As a FinancialAnalyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry.
Key Responsibilities:
+ Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting.
+ Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities.
+ Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns.
+ Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders.
+ Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments.
+ Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives.
Qualifications:
+ Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field.
+ Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis.
+ Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data.
+ Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively.
+ Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment.
+ Interest in Real Estate: Passion for the real estate and land development industry is highly preferred.
+ Ability to work 40 hours per week Monday - Friday.
+ Must possess reliable transportation.
Benefits:
+ Competitive compensation.
+ Hands-on experience in a real-world financial environment.
+ Networking opportunities with industry professionals.
+ Professional development through mentorship and training.
+ Potential for full-time opportunities post-graduation.
Brookfield Residential participates in the E-Verify process (************************** to confirm the eligibility of candidates to work in the United States.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 670 locations, 1500+ buildings and over 275 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities - but exceed them, every day.
$43k-57k yearly est. 7d ago
Financial Analyst Intern - Investments
Brookfield Residential Properties 4.8
Cleveland, OH jobs
Business At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.
As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up.
If you're ready to be a part of our team, we encourage you to apply.
Job Description
Your Team
Brookfield Residential's Summer Internship Program is designed to provide students with a unique opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026.
Job Summary:
As a FinancialAnalyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry.
Key Responsibilities:
* Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting.
* Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities.
* Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns.
* Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders.
* Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments.
* Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives.
Qualifications:
* Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field.
* Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis.
* Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data.
* Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively.
* Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment.
* Interest in Real Estate: Passion for the real estate and land development industry is highly preferred.
* Ability to work 40 hours per week Monday - Friday.
* Must possess reliable transportation.
Benefits:
* Competitive compensation.
* Hands-on experience in a real-world financial environment.
* Networking opportunities with industry professionals.
* Professional development through mentorship and training.
* Potential for full-time opportunities post-graduation.
Brookfield Residential participates in the E-Verify process to confirm the eligibility of candidates to work in the United States.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
$43k-57k yearly est. Auto-Apply 7d ago
Financial Analyst Intern - Investments
Brookfield Residential Properties 4.8
Scottsdale, AZ jobs
Business At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.
As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up.
If you're ready to be a part of our team, we encourage you to apply.
Job Description
Your Team
Brookfield Residential's Summer Internship Program is designed to provide students with a unique opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026.
Job Summary:
As a FinancialAnalyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry.
Key Responsibilities:
* Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting.
* Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities.
* Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns.
* Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders.
* Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments.
* Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives.
Qualifications:
* Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field.
* Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis.
* Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data.
* Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively.
* Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment.
* Interest in Real Estate: Passion for the real estate and land development industry is highly preferred.
* Ability to work 40 hours per week Monday - Friday.
* Must possess reliable transportation.
Benefits:
* Competitive compensation.
* Hands-on experience in a real-world financial environment.
* Networking opportunities with industry professionals.
* Professional development through mentorship and training.
* Potential for full-time opportunities post-graduation.
Brookfield Residential participates in the E-Verify process to confirm the eligibility of candidates to work in the United States.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
$38k-51k yearly est. Auto-Apply 7d ago
Financial Analyst Internship
Lincoln Property Company, Inc. 4.4
Austin, TX jobs
Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.
We create places people want to call home - starting with you.
With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S.
At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact.
The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include:
* A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership
* Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations
* The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program
The program will run from June 1 - July 31, 2026.
Responsibilities
Responsibilities:
We're currently hiring a FinancialAnalyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today!
* Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules
* Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting
* Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc.
* Shadow the underwriting/proforma process for potential business
* Additional tasks as assigned
* Check assigned email regularly
* Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise
Qualifications
Qualifications:
* Interest or desire to work in property management, real estate, or finance
* Strong analytical skills & ability to grasp new concepts quickly.
* Strong written and verbal skills.
* Ability to maintain sensitive and confidential information.
* Strong problem-solving skills.
* Must display intellectual curiosity and eagerness to learn.
* Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program
$31k-41k yearly est. Auto-Apply 60d+ ago
Financial Analyst Intern
Illinois Housing Development 3.5
Chicago, IL jobs
FinancialAnalyst Intern
Department: Finance
Who we are: The Illinois Housing Development Authority (IHDA) is one of the Nation's preeminent Housing Finance Agencies and one of the State's ten largest financial institutions. Our mission is to finance the creation and preservation of affordable housing across the state. IHDA oversees more than 20 federal and state programs on behalf of the state of Illinois and serves as one of the state's primary resources for housing policy and program administration. For over 50 years, IHDA has led the state in financing and supporting affordable housing.
At IHDA we strive to create and maintain a work environment that promotes diversity, recognition and inclusion. IHDA is committed to hiring and investing in individuals of diverse talents and backgrounds to ensure a range of perspectives and experiences inform and guide our work of financing affordable housing in the state of Illinois.
Summary: This is a FinancialAnalyst internship in the Finance Department for the Illinois Housing Development Authority. The department evaluates and monitors financial business of the Authority, performs, provides analysis on financial arrangements and obligations, and undertakes necessary action (for the Authority to achieve its mission) while maintaining and managing acceptable financial risks. The FinancialAnalyst intern will rotate across two primary functional areas of the Finance Department, Capital Markets (“CM”) and Financial Planning and Analysis (“FP&A”). Rotation One (1) is within Capital Markets, where the Finance Intern will assist with cash management, investment operations, and debt-related activities. Responsibilities may include helping process financial transactions, supporting the execution and monitoring of debt issuances, contributing to financial reporting, and performing analytical work related to IHDA's assets, liabilities, and overall funding strategy. Rotation two (2) will be in FP&A whereby the FinancialAnalyst intern will complete a program project that will yield historical activity, cost trending, and both cost reduction and process efficiency recommendations.
Responsibilities:
Work with teams, peers, and other stakeholders to define and implement new processes, procedures, and controls to improve efficiency and reduce risk.
Overall evaluation of the Authority's single-family pipeline, daily positioning and trading.
Assist with the investment of funds of various accounts and ongoing financial reports of the team.
Assist in the purchases and sales of securities of various Authority managed funds in conjunction with the current Illinois Public Funds Investment Act, policies and procedures; participate in TBA forward trade settlements.
Run and monitor the department's inbox/file folders to ensure emails and documents are properly filed.
Supports compliance and monitoring, reporting and recording of ongoing business activities. Maintains the integrity of business activities/transactions throughout the entire business process and supports business continuity practices applicable to the department.
Assist with daily cash management activities such as wire transfers for disbursements as well as monthly settlement of trust accounts.
Assist in directing, moving and reconciling funds including Federal government-type funds, State trust funds or any other similar funds deemed by the Authority.
Produce and review daily reports of trust accounts and compare them to ensure trust accounts have sufficient funds to make timely debt service payments.
Help research and analyze new and improved ways to generate revenue for the Authority.
Participate in bond issuance transactions, working with counterparties such as the financial advisor, investment banks, legal counsel, trustees and rating agencies.
Participate in review of the financial feasibility, risks and costs and benefits of existing and new debt.
Works with quantitative analyst and Trustee(s) to facilitate liability oversight and handling of proper recording of debt issuance and ongoing record management.
Gathering and analyzing data related to product costs, including grant and loan expenditures, direct, and indirect costs.
Collaborate with cross-functional teams to identify data requirements, sourcing, and defining.
Conduct research to benchmark against standards, where applicable.
Prepare detailed historical activity, cost reports, and presentations for management review.
Performs other duties assigned.
Experience:
Currently a senior or graduate-level student pursuing a degree in Finance, Economics, Statistics, Business Administration, or Public Policy.
Strong analytical skills, including the ability to work independently and assume responsibility for transactions and / or project deliverables with minimal supervision.
Excellent organizational skill set and ability to handle multiple assignments. Proficient PC skills, including experience with Microsoft Office Suite. Knowledge of database systems and data analysis.
Effective interpersonal skills. Able to build relationships with internal and external partners and suggest solutions. Good oral/written communication skills. Ability to communicate effectively with Management.
Business Acumen - Understands how businesses work. Willingness to learn business strategies, tactics, and information affecting his/her business and organization.
Physical Requirements:
Alternating between sitting, standing, and walking. Ascending and descending stairs. Crouching and stooping. Pushing and pulling. Reaching overhead or below. Repetitive tasks movements (filing, keyboarding, copying). Lifting, carrying, and moving objects of up to 10 -15 pounds.
IHDA's Summer Internship Program Highlights:
Paid Internship
Open to college students (must be an actively enrolled undergraduate or graduate student at the time of applying)
Full-time hybrid internship program that runs from June - August (typically 10 weeks)
You will receive on-the-job training from industry experts
Participate in workshops to gain insight on key departments at the Authority
Participate in IHDA's Mentorship Program
Attend outings to connect with fellow interns
EOE