Analyst, Production M&A

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 or Associate to contribute to the growth of the business, focusing on the seniors healthcare industry and ancillary services. The Analyst or Associate 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 or Associate 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 or Associate transaction exposure typical of more senior professionals.

Essential Duties & Responsibilities

• Supports senior bankers in transaction execution and client management
• Performs financial analysis and valuation modeling
• Creates offering memoranda, Power Point presentations, and other collateral
• Conducts industry research and business due diligence
• Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.

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 with at least 2-3 years of direct M&A (or highly relevant) experience or MBA with at least 1 year of direct M&A (or highly relevant) experience
• Active FINRA Series 79 and 63 certifications preferred, or obtained within 60 days of start date
• Proficiency with MS Office, including Excel, Word, and PowerPoint along with other financial industry tools
• Strong analytical, written and verbal communication skills
• Demonstrated self-starter with proven experience working both individually and in a team setting
• Position requires focus and attention to detail, an independent, self-starter mindset, and the ability to thrive in a fast-paced environment adjusting to varied workloads

​Annual base salary gross: $80K to $100K (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.

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.