Associate – REGL (Capital Markets & Advisory)

Overview

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

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.