Associate – REGL (Capital Markets & Advisory)

Citizens•New York, NY

7h•Onsite

About The Position

Citizens JMP is seeking an Associate to join the REGL (Real Estate Growth & Lending) platform within Capital Markets & Advisory. This role will support senior bankers covering REITs and real estate–focused operating companies, and will play a key role in transaction execution, analytical support, and client coverage activities. The Associate will partner closely with Managing Directors, Directors, and Vice Presidents to support sell-side and buy-side M&A advisory, as well as equity and debt capital markets transactions for REITs and real estate-related clients. This role provides critical execution leverage to senior coverage bankers and contributes to the firm’s growing REIT franchise.

Requirements

Bachelor’s degree from an accredited university
2–4+ years of investment banking, capital markets, or relevant financial experience
Exposure to M&A and/or equity and debt capital markets; REIT or real estate experience preferred
Strong financial modeling, analytical, and valuation skills
Ability to manage multiple workstreams in a fast-paced, transaction-oriented environment
Excellent written and verbal communication skills with strong attention to detail
Series 79 and Series 63 (or ability to obtain)

Nice To Haves

REIT or real estate experience preferred

Responsibilities

Support execution of M&A, equity capital raises, and debt financing transactions for REITs and real estate-focused companies
Build and maintain financial models, including valuation analyses, merger models, and REIT-specific capital structure frameworks
Prepare pitch books, marketing materials, management presentations, and investment committee memoranda
Assist with transaction due diligence, data analysis, and preparation of offering and deal documentation
Partner with senior bankers on client coverage, strategic analyses, and investor positioning
Coordinate with internal product partners and platform stakeholders to ensure timely and accurate deal execution