Investment Banking Analyst

Company Overview: Initio Capital

Initio Capital is a premier real estate and private investment firm dedicated to identifying, acquiring, and managing high-potential real estate assets and investment opportunities. With a dynamic approach that blends cutting-edge AI-powered prospecting, data-driven decision-making, and hands-on industry expertise, we provide our clients and partners with an unfair advantage in the investment landscape.

Success in commercial real estate and private investment means creating opportunities, not waiting for them. Whether you're entering the industry, scaling a portfolio, or raising capital, Initio Capital equips you with the strategy, resources, and connections to move confidently and close with certainty.

We’re more than just a service provider—we are a high-performance ecosystem designed to help our clients and partners execute with precision. From career placement in finance, real estate, and consulting roles to fund services and direct investment strategies, our mission is to drive measurable success at every stage of the investment journey.

Core Offerings:

Investments: AI-driven asset identification, evaluation, and acquisition strategies to build high-performing real estate portfolios.

Fund Services: Providing comprehensive support to launch and scale investment funds and real estate ventures, including funding acquisition, partnership development, and deal structuring.

Investment Banking Analyst

Location: Remote/In-Person (As Required)
Reports To: Senior Investment Manager

Role Overview:
The Investment Banking Analyst will play a key role in evaluating investment opportunities, conducting financial modeling, preparing pitch materials, and assisting in the execution of transactions. The role requires a strong analytical mindset, attention to detail, and the ability to work in a fast-paced environment.

Key Responsibilities:

• Perform financial modeling and valuation analyses for potential investment opportunities.
• Conduct market research and due diligence on investment prospects.
• Assist in preparing investment presentations, pitch decks, and reports for investors.
• Support senior team members in structuring and executing transactions.
• Monitor portfolio performance and analyze financial data to assess risk and return.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• Strong financial modeling and valuation skills.
• Proficiency in Excel, PowerPoint, and financial databases.
• Excellent analytical and communication skills.
• Prior experience in investment banking, private equity, or asset management is preferred.