Summer Analyst - Investment Banking

Job Summary
:

CBRE is the world’s largest commercial real estate services and investment firm, and they are seeking a Summer Analyst for their Investment Banking platform. This role involves supporting M&A execution and financial analysis for clients in the asset management sector.

Responsibilities
:

• 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.

Qualifications
:
Required
:

• 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

Company
:

Operating across every dimension of commercial real estate, CBRE sees more so you can do more. Founded in 1906, the company is headquartered in Dallas, USA, with a team of 10001+ employees. The company is currently Late Stage.