Investment Sales Senior Analyst

Posted 4 Days Ago
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Fort Lauderdale, FL
Junior
Fintech • Payments • Financial Services
The Role
The Senior Analyst will support the Investment Sales team with financial modeling, marketing material preparation, and market analysis of multifamily assets. Responsibilities include conducting financial analysis, assisting in research and marketing memorandum writing, and ensuring smooth transaction coordination and due diligence processes.
Summary Generated by Built In

Department:

Investment Sales

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Department Overview 

 

Walker & Dunlop Investment Sales (WDIS) represents the nation’s premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. 

 

The Impact You Will Have  

 

The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. 

 

Primary Responsibilities 

 

  • Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model 

  • Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics 

  • Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals 

  • Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings 

  • Conduct transaction coordination and due diligence coordination for the Investment Sales team 

  • Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval 

  • Contact interested parties to remind them of missing documents 

  • Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal 

  • Monitor and assess the progress of sales so that important deadlines are met and contingencies are released 

  • Provide preliminary audits of files for management review 

  • Perform other duties as assigned 

 

Education and Experience 

 

  • Bachelor’s degree (Finance and/or Real Estate concentration preferred) 

  • 2+ years of experience in Finance, Real Estate or related field preferred 

 
Knowledge, Skills and Abilities 

 

  • Client relationship management skills 

  • Excellent attention to detail and organizational skills  

  • Ability to accurately and productively handle multiple tasks during time sensitive situations 

  • Ability and willingness to work extended hours or weekends to meet deadlines when appropriate 

  • Excellent financial modeling skills including thorough knowledge of Excel 

  • Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed 

  • Advanced written and oral communication skills 

  • Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes 

  • Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders 

 

#LI-GC1

#LI-Onsite

What We Offer 

  • The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 

  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
    -
    Up to 83% subsidized medical payroll deductions
    - Competitive dental and vision benefits
    - 401(k) + match
    - Pre-tax transit and commuting benefits
    - A robust health and wellness program – earn cash rewards and gain access to resources that
    promote health, engagement, and balance
    - Paid maternity and parental leave, as well as other family paid leave programs
    - Company-paid life, short and long-term disability insurance
    - Health Savings Account and Healthcare and Dependent Care Flexible Spending 

  • Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication 

  • Career development opportunities 

  • Empowerment and encouragement to give back – volunteer hours and donation matching 

 
*Eligibility may vary based on average number of hours worked 

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.


SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

The Company
Greenwood Village, Colorado
1,251 Employees
On-site Workplace

What We Do

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry

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