Real Estate Corporate Banking Associate I

Truist; Charlotte (NC); On-site; USD 140,000 - 190,000; Full time

Job summary

Truist in Charlotte, NC seeks a senior investment banker focused on real estate clients, providing strategic advisory for buyside and sellside M&A and debt and equity capital raising. The role requires strong relationship management and leadership in a complex client environment.

You will "sell the bank" by positioning Truist to deliver treasury and payment solutions, private wealth, insurance, Grandbridge, and related services, collaborating with real estate and CRE coverage teams to win

Qualifications

• BA/BS degree is required; MBA is preferred for finance focus.
• Strong knowledge of investment banking, markets and financial products.
• Proficiency with financial models and accounting concepts.

Responsibilities

• Provide client relationship management and investment banking services to real estate clients, including M&A and debt/equity capital raising.
• Position Truist to provide treasury, payments, private wealth, insurance and related services.

Skills

Relationship management

Financial analysis

Communication skills

Leadership

Industry knowledge

Education

BA/BS degree

MBA degree (Finance focus)

Job description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing client relationship management and investment banking services to real estate clients, including strategic advisory services related to buyside and sellside M&A and debt and equity capital raising. In addition, senior investment bankers should "sell the bank" by appropriately positioning Truist to provide treasury and payment solutions, private wealth, insurance, Grandbridge, and other services. The primary client set includes REITs and publicly-traded Homebuilders. Additionally, senior investment banking professionals are also expected to serve the bank's private CRE clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial Real Estate or Community Commercial Banking coverage professionals.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Plays an integral role in supporting new business development, due diligence, and/or transaction executionUnder limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basisMay coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

BA/BS degreeMinimum of 4 years of related work experienceStrong knowledge of investment banking, market, industry sector, and/or financial productsMastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactionsStrong organizational and leadership skillsAdvanced skills in written and oral communications, and interpersonal relationship managementSolid analytical and sales skills

Preferred Qualifications:

MBA degree, with a Finance focus6+ years of related work related experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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