Real Estate Investment Banking Analyst

At Piper Sandler, we connect capital with opportunity to build a better future. 

We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients.

We are currently looking for a full-time Financial Analyst to join our Real Estate Group in our San Francisco office.

The Real Estate Group is a part of Piper Sandler’s Financial Services Group (FSG), which has more than 100 financial services professionals and an industry leading track record of having completed over 300 M&A transactions since January 2016 with an aggregate deal value of approximately $124 billion. Since its formation in 2011, the Real Estate Group has had a role in 79 capital raising transactions across common stock, preferred stock and debt securities that have raised $18.6 billion for REITs and real estate-related companies. Over the same time period, the Real Estate Group has also served as financial advisor to REITs and real estate clients on 27 transactions with transacted deal value of over $8 billion.

The Financial Analyst position offers a unique opportunity for enterprising professionals seeking to play a meaningful role in our continued growth while gaining significant experience in real estate M&A, debt, and equity.

Responsibilities include:

• Assist in the preparation of valuations, memorandums and analyses for M&A, private placements and capital raising assignments
• Participate in due diligence and drafting sessions for public offerings
• Provide support to all members of the team, from associate to managing director, at all phases of transactions
• Create pitch books, conduct real estate-related and company specific research, and lead modeling and valuation work

Qualifications include:

• BA/BS degree with distinguished academic and extracurricular achievement
• 6-12 months of experience in investment banking or capital markets
• Genuine interest and understanding of real estate fundamentals, finance and trends
• Experience with M&A and both private and public capital raising transactions
• Excellent analytical, modeling, verbal, and written communication skills
• Attention to detail is paramount
• Strong work ethic with the ability and desire to work long hours
• Self-starter and team player
• Strong client management skills
• Advanced skills in Microsoft Excel real estate and REIT-related modeling are a plus
• Ability to navigate CoStar, Axiometrics, ARGUS and other real estate-related data services and software programs is also a plus
• Series 79 and 63 will be required soon after initial employment if applicant is not currently license

As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.

Our clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team .

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health and well-being. Learn more about our and how we are here for our employees and their families today, tomorrow and beyond.

COVID-19 Vaccine Policy:

Effective October 1, 2021, Piper Sandler’s policy requires all employees and contractors working in a Piper Sandler office to be fully vaccinated against COVID-19, with limited exceptions for medical conditions and sincerely held religious beliefs. Should you have questions on Piper Sandler’s policy or wish to discuss an exception, please let your recruiter know. This policy is subject to change as the transmission rate of COVID-19 and other facts and circumstances evolve.