Senior Associate, Transaction Advisory Services
Duff & Phelps Corp
Milan, Italy
5 gg fa


  • Preparation of client presentations, marketing material and other commercial documents
  • Drafting of client offers and engagement proposals and assistance in client meetings
  • Deal pipeline analysis & reporting, CRM update and implementation (Salesforce)
  • Business plan drafting, valuation and underwriting of single assets and portfolios, preparation of commercial opinions
  • Researching target industries, market and competitor information
  • Reading and reviewing source documentation to support valuations including primary legal documents
  • Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management to build and maintain client relationships
  • Reporting and presenting analyses and conclusions including written reports

  • Years of Experience : 3-4 (indicative)
  • Bachelor or master’s degree in Economics / Business Administration, Architecture, Engineering. Nice to have : Master in Real Estate
  • Advanced use of MS Excel, PowerPoint, Word, analytical skills and numeracy
  • Italian and English proficient (written and verbal)
  • Presentation, communication, commercial mindset, enthusiastic and energetic personality, positive can do attitude, eager to learn and grow professionally
  • Relevant experience in real estate investment company, asset management co. (SGR / other), brokerage, real estate consultancies, big 4 audit firms, financial advisory business
  • English fluency to be able to confidently interact with clients and senior management. Domain of MS Office package, availability to travel, driving license (B)
  • Real estate broker license (patentino agente immobiliare) preferred
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