Investment Banking, Vice President, Real Estate

BTIG•San Francisco, CA

6d•$230,000 - $250,000•Onsite

About The Position

BTIG seeks a Vice President to support the Investment Banking team in the Real Estate group in San Francisco. The ideal candidate will be involved in all facets of BTIG’s investment banking activities across the real estate ecosystem, including M&A, public and private equity and debt capital raises, and other strategic advisory services. You will be provided the opportunity to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of “bulge bracket” investment banks.

Requirements

At least 4 years of investment banking experience (real estate coverage experience preferred)
Strong interpersonal skills with the ability to communicate effectively in presentations and to express complex financial strategies in an organized and articulate manner
Strong work ethic, high attention to detail, and a passion for excellence
Strong written and oral communication skills and ability to convey ideas clearly and persuasively
Ability to manage multiple projects simultaneously in a fast-paced transaction environment
Highly organized, proactive, energetic, and decisive, with a high level of integrity
Ability to comfortably interact with business clients and senior management teams
Advanced Excel and PowerPoint skills; proficiency with relevant databases/applications (e.g., Bloomberg, Capital IQ, etc.)
Ability to use firm-sponsored AI tools
Demonstrated leadership in team settings, including training and reviewing junior work product
Must have FINRA Series 63 & 79 licenses
Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type

Nice To Haves

real estate coverage experience preferred

Responsibilities

Coordinate transaction processes across real estate capital raising and advisory assignments (e.g., follow-on equity, private placements, convertibles/preferred, strategic alternatives, M&A)
Prepare offering memoranda, investor presentations, proposals, and other written materials for client and investor meetings, tailored to real estate-specific narratives (asset quality, portfolio strategy, market positioning, capital allocation)
Lead the preparation of valuations, financial models, and sector-specific business development materials
Perform market, industry, and company research in support of new business generation (subsector trends, supply/demand dynamics, rent/price indices, capital markets conditions, investor positioning)
Organize and participate in marketing and client meetings, including management presentations, investor calls, and diligence sessions
Lead and participate in drafting sessions for transactions (marketing materials, diligence/Q&A preparation, internal committee materials, and transaction documentation support)
Conduct sector and company-specific due diligence related to transactions, including review and synthesis of key real estate operating and portfolio metrics
Interact with corporate clients, private equity firms, real estate owners/operators, financial sponsors, institutional investors, and senior bankers
Assist in the development and cultivation of client relationships across real estate subsectors (e.g., REITs and real estate operating companies, real estate services, and real estate-adjacent platforms)
Identify new business opportunities and develop tailored, sector-informed recommendations for clients (capital structure optimization, strategic alternatives, M&A positioning, capital allocation messaging)
Supervise and mentor junior bankers, setting execution standards and providing modeling/presentation guidance