Real Estate Agent / Associate (Investment Sales)
Greysteel Company Llc, Los Angeles, CA, United States
About Palm Tree
Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services.
Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve‑outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.
Palm Tree’s Investment Banking division received its introduction letter from the Financial Industry Regulatory Authority in October 2020 as an extension of Palm Tree’s consulting platform.
As a fully licensed broker‑dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.
The Investment Banking team works across a number of core industry verticals, including Business Services, Consumer, Healthcare, Industrials, and Technology & Tech‑Enabled Services.
Associate Position The Associate is a key execution role within Palm Tree’s Investment Banking practice. Associates manage active transactions, develop financial analyses, and coordinate the day‑to‑day execution of complex M&A and capital markets processes. This role is an add‑to‑staff position supporting Palm Tree’s growing investment banking platform. The ideal candidate will thrive in an entrepreneurial environment as the firm continues to institutionalize its banking processes and expand its advisory capabilities. Palm Tree seeks investment banking professionals who are motivated by accelerated responsibility and a meritocratic culture. This position is well suited for candidates seeking broader exposure across industries and engagement types while gaining meaningful transaction experience.
Core Responsibilities
Support execution of M&A and capital markets transactions from initial marketing through closing
Manage transaction timelines, diligence workflows, and communication across stakeholders
Coordinate investor outreach and manage buyer or investor communications throughout the process
Assist with due diligence coordination and investor data room management
Lead development of complex financial models, including M&A, LBO, and financing models
Analyze financial statements, operating metrics, and valuation drivers
Lead development of pitchbooks, confidential information memorandums (CIMs), and supplemental marketing materials
Support preparation of management presentations and investor communications
Collaborate with senior bankers to craft compelling transaction narratives and positioning
Work directly with clients to develop financial assumptions and transaction materials
Communicate regularly with company leadership and transaction stakeholders
Provide analytical insights and recommendations throughout the transaction lifecycle
Qualifications
3–5+ years of prior investment banking experience with demonstrated deal execution exposure
Experience supporting M&A and capital markets processes
Advanced proficiency in Microsoft Excel and PowerPoint
Exceptional organizational and project management skills
Ability to manage multiple assignments in fast‑paced transaction environments
Strong written and verbal communication skills
Strong work ethic, attention to detail, and ability to operate effectively within high‑performance, client‑service teams
Compensation and Benefits Base salary range of $125,000–$175,000, with performance‑based bonus opportunities.
Comprehensive benefits package including medical, dental, and vision insurance.
Competitive 401(k) program with employer matching contributions.
Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
Unlimited paid time off (PTO).
Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. After submitting your application, you will receive an email confirming that we’ve received your materials. Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience.
Notes
If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date.
Screening: If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation.
The timing of this step is demand‑driven and can vary.
Interviews: Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements.
While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding.
Important Notice: Palm Tree is not currently engaging outside recruiters or headhunters for this search.
All interested and qualified candidates should apply directly through this portal.
#J-18808-Ljbffr
Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve‑outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.
Palm Tree’s Investment Banking division received its introduction letter from the Financial Industry Regulatory Authority in October 2020 as an extension of Palm Tree’s consulting platform.
As a fully licensed broker‑dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.
The Investment Banking team works across a number of core industry verticals, including Business Services, Consumer, Healthcare, Industrials, and Technology & Tech‑Enabled Services.
Associate Position The Associate is a key execution role within Palm Tree’s Investment Banking practice. Associates manage active transactions, develop financial analyses, and coordinate the day‑to‑day execution of complex M&A and capital markets processes. This role is an add‑to‑staff position supporting Palm Tree’s growing investment banking platform. The ideal candidate will thrive in an entrepreneurial environment as the firm continues to institutionalize its banking processes and expand its advisory capabilities. Palm Tree seeks investment banking professionals who are motivated by accelerated responsibility and a meritocratic culture. This position is well suited for candidates seeking broader exposure across industries and engagement types while gaining meaningful transaction experience.
Core Responsibilities
Support execution of M&A and capital markets transactions from initial marketing through closing
Manage transaction timelines, diligence workflows, and communication across stakeholders
Coordinate investor outreach and manage buyer or investor communications throughout the process
Assist with due diligence coordination and investor data room management
Lead development of complex financial models, including M&A, LBO, and financing models
Analyze financial statements, operating metrics, and valuation drivers
Lead development of pitchbooks, confidential information memorandums (CIMs), and supplemental marketing materials
Support preparation of management presentations and investor communications
Collaborate with senior bankers to craft compelling transaction narratives and positioning
Work directly with clients to develop financial assumptions and transaction materials
Communicate regularly with company leadership and transaction stakeholders
Provide analytical insights and recommendations throughout the transaction lifecycle
Qualifications
3–5+ years of prior investment banking experience with demonstrated deal execution exposure
Experience supporting M&A and capital markets processes
Advanced proficiency in Microsoft Excel and PowerPoint
Exceptional organizational and project management skills
Ability to manage multiple assignments in fast‑paced transaction environments
Strong written and verbal communication skills
Strong work ethic, attention to detail, and ability to operate effectively within high‑performance, client‑service teams
Compensation and Benefits Base salary range of $125,000–$175,000, with performance‑based bonus opportunities.
Comprehensive benefits package including medical, dental, and vision insurance.
Competitive 401(k) program with employer matching contributions.
Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
Unlimited paid time off (PTO).
Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. After submitting your application, you will receive an email confirming that we’ve received your materials. Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience.
Notes
If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date.
Screening: If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation.
The timing of this step is demand‑driven and can vary.
Interviews: Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements.
While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding.
Important Notice: Palm Tree is not currently engaging outside recruiters or headhunters for this search.
All interested and qualified candidates should apply directly through this portal.
#J-18808-Ljbffr