Summer Analyst - Investment Banking
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About The Role The Asset Manager M&A team offers advisory services to operators and fund managers within the alternative asset manager market, providing strategic advice at the manager level. We are situated within CBRE’s Investment Banking platform, which provides strategic advisory and capital markets services across private funds placement, private capital advisory, M&A, and equity & debt capital markets. The team leverages deep private markets expertise and relationships to help managers secure the right strategic partner. Every stage of the advisory / M&A process is covered: from shaping a compelling market story to facilitating introductions and driving successful transaction closings. The CBRE Summer Analyst Program is an 8-week program in New York City designed to provide highly motivated undergraduate students with a hands-on experience in mergers and acquisitions advisory. The program seeks driven individuals with the desire and ability to work on several projects concurrently in a fast-paced environment and to learn on the job. The ideal Summer Analyst in the asset manager M&A vertical will primarily support each of the team members in execution of ongoing live transactions and origination of new business. This will involve weekly meetings with clients and internally, as well as financial analysis / research to be used in various capacities by the team. The types of transactions covered could involve M&A, majority and /or minority stake transactions, strategic partnerships and joint ventures. In this effort, the Summer Analyst will need to manage their time effectively. Though dedicated to the AM M&A team, the analyst should be able to help deliver the M&A product for clients of other CBRE verticals. What You’ll Do- Supports M&A execution for clients from start to finish in a transaction, including pitching, diligence, positioning, marketing, negotiation and closing a transaction.
- Assists in drafting of management presentation and other marketing materials.
- Conducts financial analysis to reach a value conclusion, including preparing financial models used to evaluate financial structures for M&A transactions.
- Understands the various types of companies in the Asset Management industry, including various product types and fund structures, in order to effectively communicate and react to the implications of a particular transaction given a set of idiosyncratic circumstances for a particular client.
- Understands the broader themes in the Asset Management space and integrate these themes into pitches, marketing materials and conversations with the Asset Manager team.
- Engages with internal stakeholders professionally and with confidence.
- Builds credibility by being dependable, accurate, and consistently reliable.
- Uses tools and resources responsibly; works toward solutions independently before escalating, while asking for guidance when appropriate.
- Takes responsibility for assigned tasks and demonstrates commitment throughout the project lifecycle.
- Communicates proactively about deadlines, challenges, and questions to keep projects on track.
- Works closely with team members to strengthen the impact of deliverables.
- Currently pursuing an undergraduate degree with a graduation date later than June 2026
- Finance, accounting, business or economics major (preferred), or courses taken
- Knowledge of corporate finance principles, financial terms and accounting (preferred)
- Curiosity in the financial institutions sector, with a focus on alternative asset managers
- Strong academic record
- Quantitative and analytical proficiency
- Enthusiastic, outgoing and achievement-oriented character with a great work ethic
- Strong presentation drafting, writing and communication skills (oral and written), including attention to detail
- Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint and Word
- Upholds strong personal ethics and routinely exercises good judgment
- Conducts themselves with professionalism and maturity
- Maintains an optimistic and solution oriented approach
- Shows dedication through consistent effort and a strong work ethic
- Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
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