Investment Banking Analyst (Private Funds Group)
Job ID
270227
Posted
14-May-2026
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Sales Support
Location(s)
New York City - New York - United States of America
About The Role
Under general supervision, conducts advanced financial analysis/research to support Investment Banking initiative. Prepares financial models used to evaluate financial structures for investment banking transactions and details the analysis conducted to support that value. Analysis may be used for investment banking advisory services.
What You'll Do
May conduct various underwriting duties to support Investment Banking.
May conduct advanced financial analysis to reach a value conclusion.
May prepare financial models used to evaluate financial structures for investment banking transactions.
May prepare analysis of real estate and come to a value conclusion to support that entity value.
Conducts research on companies and real estate assets. Presents their analysis for presentations and tracking purposes in appropriate databases.
Creates reports on a(n) entity's/property's financial position outlining assumptions and valuation.
Interacts with team members, clients, and potential investors with respect to financial analysis.
Writes the financial section of Placement Memorandum. Answers questions from potential clients regarding the financial modeling associated with Placement Memorandum.
May coordinate activities of support staff.
Other duties may be assigned.
SUPERVISORY RESPONSIBILITIES
Coordinates and assigns tasks to co-workers within a work unit and/or project. Coordinates the work to be completed but is not responsible for formal supervision of employees.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What You'll Need
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from four-year college or university in Finance or related field and a minimum of zero to two years of related experience and/or training.
Takes Series 79 and 63 Securities License during first three months of employment.
COMMUNICATION SKILLS
Ability to comprehend, analyze, and interpret various types of business documents. Ability to write reports, manuals, speeches, and articles in a pre-designed style and format. Ability to effectively respond to complex inquiries or complaints from clients, co-workers, supervisor, and/or management. Ability to present information to an internal department and/or large groups of employees.
Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Conducts financial/business analysis including the preparation of reports.
Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
Advanced skills with Microsoft Office Suite, especially Excel. Knowledge of Argus and other real estate valuation software a plus.
Decisions made with understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.
SCOPE OF RESPONSIBILITY
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Investment Banking Analyst position is $75,000 annually and the maximum salary for the Investment Banking Analyst position is $85,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
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CBRE Group, Inc., a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (in terms of 2014 revenue). The Company has more than 70,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 400 offices (excluding affiliates) worldwide. CBRE offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting.
As an employee at CBRE, you have the freedom to make your own path. Your career is in your own hands; there’s no need to wait to be shown the way. "It’s about how well you perform, not just how long you’ve worked here and you're encouraged to take intelligent risks and explore new ideas and innovations. Our scale gives you mobility and a broader choice of opportunities. You'll always have a team behind you.