Senior Analyst - Real Estate Investment Banking

CBRE; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A global leader in real estate services is seeking a Senior Analyst to join their corporate finance sector. This role involves providing financial advisory services such as mergers and acquisitions advice and developing financial models. Ideal candidates will have at least 2 years of relevant experience and a background in real estate. Strong analytical and communication skills are essential, along with proficiency in tools like Excel. Join a collaborative team focused on making an impact.

Qualifications

• 2 years of financial advisory experience required.
• Exposure to real estate businesses and assets is desirable.
• Exceptional attention to detail and strong communication skills.

Responsibilities

• Assist the senior team in client service engagements.
• Analyze financial information and documents.
• Develop financial modeling expertise and perform scenario analysis.

Skills

Financial analysis

Due diligence

Financial modeling

Research skills

Valuation techniques

Presentation skills

Communication skills

Education

Chartered Accountant, CFA or equivalent

Tools

Excel

Powerpoint

Bloomberg

Job description

Role Purpose

This role sits within the corporate finance sector of CBRE and is an exciting opportunity for someone with an understanding and experience of working in a financial organisation to join a world class division, with fantastic career progression and the chance to make a significant impact.

The Senior Analyst will be part of a client facing team providing financial advisory services including: mergers and acquisitions advice, corporate strategy, corporate and vehicle structure, capital strategy including financing requirements and decision‑making dynamics. They will have the opportunity and ability to develop wide-ranging analytical solutions for clients, which include all corporate finance options (equity, debt and M&A), whilst supporting Senior Directors and Directors.

Key Responsibilities

• Assist the senior team in client service engagements
• Analyse and conduct due diligence on project (financial) information including: structure documents, financial reports, financial models and projections, and asset data
• Develop financial modelling expertise, building and operating financial models in line with best practice processes
• Research into industry trends and dynamics and implications for clients
• Understanding of corporate and asset level valuation techniques and approaches
• Perform scenario analysis at portfolio, financial structure and vehicle level
• Assist in preparing documents including: presentations, pitch books, information memoranda, transaction process documents and reports
• Liaise with other advisers (legal, accounting) and manage process timelines including key deliverables
• Input and review corporate transaction documentation including share purchase agreements, financing documentation, heads of terms, confidentiality agreements
• Liaise with geographic, asset class and function specialist teams within CBRE
• Promote innovation and commitment to work process improvement
• Build knowledge of property market (e.g. current activity, key players, trends) and different client types, including their commercial drivers and needs

Person Specification/Requirements

• Participating in or having completed Chartered Accountant, CFA or Investment Bank Analyst Programme, or equivalent
• 2 years of relevant financial advisory experience
• Previous exposure to real estate businesses, assets, and vehicles is desirable
• Corporate advisory project or transaction experience, ideally in the real estate sector
• Pro‑active and enjoys working autonomously and as part of a wider team
• Confident and assertive where required
• Ability to prioritise and co‑ordinate tasks efficiently ensuring all deadlines are met
• Exceptional attention to detail
• Excellent communication skills (verbal and written)
• Good IT skills (Powerpoint, Excel, Word)
• Working knowledge of key financial data tools (Bloomberg)

Why CBRE

When you join CBRE, you become part of the global leader in commercial real‑estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward‑thinking professionals who create significant impact. Our collaborative culture is built on our shared values—respect, integrity, service and excellence—and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realise your potential. We welcome all applicants.

Equal Opportunities

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: https://www.cbre.co.uk/careers/accommodations

CBRE, Inc. is an Equal Opportunity and Affenative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)