Real Estate Corporate Banking Associate I

Truist; Georgia; On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation and holidays

Sick days

Job summary

Truist Financial Corporation seeks an experienced senior investment banker focused on real estate clients. The role provides strategic advisory for buyside/sellside M&A and debt/equity capital raising.

You will position Truist to deliver treasury, private wealth, insurance and other services to REITs and homebuilders. Responsibilities include leading due diligence, drafting materials, modeling, and coordinating with senior professionals and clients.

Qualifications

• Bachelor's degree required; MBA preferred for advanced finance focus.
• Strong knowledge of investment banking, markets, and financial products.
• Mastery of financial concepts to build/review in-depth financial models.

Responsibilities

• Support new business development, due diligence, and transaction execution.
• Draft internal/external documents, conduct modeling, and coordinate with clients and attorneys.
• Mentor junior staff and build cross-functional relationships within CIB.

Skills

Investment banking knowledge

Financial modeling

Sales and business development

Client relationship management

Leadership

Education

BA/BS degree

MBA (preferred)

Job description

Job Description

The position is described below. 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.

1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
2. Under 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 basis.
3. May 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.

1. BA/BS degree
2. Minimum of 4 years of related work experience
3. Strong knowledge of investment banking, market, industry sector, and/or financial products
4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5. Strong organizational and leadership skills
6. Advanced skills in written and oral communications, and interpersonal relationship management
7. Solid analytical and sales skills

Preferred Qualifications

1. MBA degree, with a Finance focus
2. 6+ years of related work related experience

Benefits

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.
• 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.

For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. EEO is the Law E-Verify IER Right to Work About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.