What are the responsibilities and job description for the Analyst, Production M&A position at ORIX USA?
Purpose and Job Summary :
Lument provides comprehensive capital solutions for multifamily, affordable housing, seniors housing and health care services companies. This includes a full suite of financing and strategic solutions such as investment banking, mergers and acquisitions, mortgage banking, private equity, a variety of direct balance sheet lending options, and investment sales. The Mergers & Acquisitions group is seeking an Analyst to contribute to the growth of the business, focusing on the seniors healthcare industry and ancillary services. The Analyst will be an integral part of the team, responsible for a variety of technical analysis related to new and existing clients, lead research and development, produce routine reports such as quarterly public company earnings and activities.
Lument is currently seeking to hire a Mergers & Acquisitions Analyst for its Columbus, Ohio or other regional Lument office locations considered such as New York and Dallas. The M&A advisory group within Lument has a lean senior team, led by Wall Street veterans who focus exclusively on sell-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.
Annual base salary gross : $80,000 - $100,000 (NY only). The base salary range represents the estimated low and high end of the Lument'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 L'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.
Essential Duties and Responsibilities :
- Perform comprehensive financial analysis and valuations for M&A transactions
- Creation of offering memoranda, management and board presentations, pitch books (PowerPoint), and other material relevant to originating and executing M&A transactions such as due diligence support
- Deal management from pitch to closing including day-to-day interactions with Lument's banking staff, buyers, sellers, and other deal participants.
- Review and summarization of legal documents
- Track industry developments, trends, and comparable transactions
- 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.
Travel Requirements - 15 %
Education, Skills and Experience :
Required :
Preferred :
Work experience in the senior care and / or other healthcare real estate sectors is preferred, but not required
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work / life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as : infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
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.
Salary : $80,000 - $100,000
