Private Equity Real Estate Research Analyst

Primary Location: United States,Massachusetts,Boston

Description

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Private Equity and Real Estate Research Analyst – Assistant Vice President – Global Managed Investments

The Private Equity and Real Estate Research Analyst is a member of the Private Equity / Real Estate research team which is focused on sourcing compelling private equity and real estate opportunities for Citi’s high net worth clients. The position involves supporting senior research analysts in all aspects of the origination, analysis, diligence, structuring, and syndication of North American private equity and real estate investment opportunities to meet the needs of a global client base. Investment vehicles sourced by the team include investment funds, separate accounts, investment club structures, and single asset co-investments.

The Private Equity and Real Estate Private Equity Research Analyst will participate in the investment process including investment underwriting/due diligence, structuring, obtaining committee approvals, syndication, and ongoing monitoring. The ideal candidate will be an experienced, highly motivated, and self-starting individual who is passionate about private equity and real estate, is comfortable working on multiple transactions at once, and has an analytical background.

The PERE AVP position involves supporting senior research analysts in all aspects of the origination, analysis, diligence, structuring, and syndication of North American private equity and real estate investment opportunities for the Managed Investment platform.

Job Overview

• Assist in the analysis and diligence of private equity and real estate investment opportunities in North America.
• Analyze prospective investment opportunities in North America to assess the most attractive investments by sectors, property types, investment managers, and geographies.
• Create and model financial projections and other analyses used in evaluating potential investments and private equity funds.
• Assist in the creation of offering memorandums, marketing materials, and roadshow presentations.
• Assist in the structuring of investment products as well as support distribution and marketing efforts.
• Prepare investment packages to Citi’s internal investment and risk committees.
• On-going monitoring of existing and prospective investment vehicles.
• Respond to client/banker inquiries on existing investment products and product offerings.
• Provide updates to senior level management on an on-going basis as necessary.

Qualifications

• BS/BA in economics, finance, accounting, real estate, or related field required.
• 2-4 years relevant experience.
• Background or previous involvement in related private equity or investment management preferred.
• Strong financial modeling experience, analytical skills and attention to detail.
• Superior written and verbal communication skills and the ability to work effectively in a team oriented environment.
• Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and firm deadlines.
• Must be able to work as an effective, collaborative team member as well as independently on select tasks when necessary.