Associate, Production M&A

Purpose and Job Summary

Lument provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate. This includes a full suite of financing and strategic solutions such as investment banking, mortgage banking, private equity, a variety of direct balance sheet lending options, investment sales, and mergers and acquisitions. The Capital Markets group is seeking an Associate to contribute to the growth of the business, focusing on all CRE asset classes and partnering with a wide variety of capital providers. The Analyst will be an integral part of the team, responsible for a variety of analysis related to new and existing investments, additionally will assist with communication between /with borrowers and capital partners.

Lument is currently seeking to hire a Mergers & Acquisitions Associate for its Columbus, Ohio or New York, New York location (other regional Lument office locations considered). The M&A advisory group within Lument has a lean senior team, led by Wall Street veterans who focus exclusively on sell-side, buy-side, sale/lease-back, operator replacement, ESOP, and JV/equity capital deployment advisory and will offer an Analyst transaction exposure typical of more senior professionals.

Essential Duties & Responsibilities

Perform comprehensive financial analysis and valuations for M&A transactions.

Creation of offering memoranda, management and board presentations, pitch books, and other material relevant to originating and executing M&A transactions

Deal management from pitch to closing including day-to-day interactions with Lument’s banking staff, buyers, sellers, and other deal participants.

Review and negotiation of legal documents

Track industry developments, trends, and comparable sales

Involvement in M&A team strategic initiatives to continue growth trajectory.

Work professionally and harmoniously with team and coworkers.

Other projects and duties as assigned.

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

Required

Bachelor’s degree in business, finance, accounting, real estate, or related field strongly preferred

MBA with emphasis in finance, accounting, and/or real estate meaningfully considered

1-2 years of investment banking, M&A, or related experience required

Work experience in the senior care and/or other healthcare real estate sectors is preferred, but not required

Work experience in affordable or market rate housing sectors is a positive consideration

FINRA Series 79 and 52 required within 60 days of start date

Ability to work well under pressure and adjust to varied workloads

Position requires focus and attention to detail, an independent, self-starter mindset, and the ability to thrive in a fast paced environment

Candidate must demonstrate integrity, a professional demeanor, a positive team-based attitude and the ability to maintain confidentiality in all respects

Initiative and strong sense of personal motivation as well as responsibility

Annual base salary gross: $90,000 - $110,000 (NY only). The base salary range represents the estimated low and high end of the ORIX USA’s salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

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