Associate – REGL (Capital Markets & Advisory)

Associate – REGL

Capital Markets & Advisory (CM&A)

Citizens JMP is seeking an Associate to join the REGL (Real Estate Growth & Lending) platform within Capital Markets & Advisory. This role will support senior bankers covering REITs and real estate–focused operating companies, and will play a key role in transaction execution, analytical support, and client coverage activities.

Role Overview

The Associate will partner closely with Managing Directors, Directors, and Vice Presidents to support sell-side and buy-side M&A advisory, as well as equity and debt capital markets transactions for REITs and real estate-related clients. This role provides critical execution leverage to senior coverage bankers and contributes to the firm’s growing REIT franchise.

Key Responsibilities

• Support execution of M&A, equity capital raises, and debt financing transactions for REITs and real estate-focused companies
• Build and maintain financial models, including valuation analyses, merger models, and REIT-specific capital structure frameworks
• Prepare pitch books, marketing materials, management presentations, and investment committee memoranda
• Assist with transaction due diligence, data analysis, and preparation of offering and deal documentation
• Partner with senior bankers on client coverage, strategic analyses, and investor positioning
• Coordinate with internal product partners and platform stakeholders to ensure timely and accurate deal execution

Qualifications

• Bachelor’s degree from an accredited university
• 2–4+ years of investment banking, capital markets, or relevant financial experience
• Exposure to M&A and/or equity and debt capital markets; REIT or real estate experience preferred
• Strong financial modeling, analytical, and valuation skills
• Ability to manage multiple workstreams in a fast-paced, transaction-oriented environment
• Excellent written and verbal communication skills with strong attention to detail

Licenses

• Series 79 and Series 63 (or ability to obtain)

Work Schedule

• Hours per Week: 40 +
• Work Schedule: Monday to Friday 

Pay Transparency 

The salary range for this position is $175,000 - $225,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.  ​

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.