Investment Sales Analyst – Talent Pipeline

Responsibilities

• Lead the financial underwriting and valuation of multifamily, income-producing assets using Excel, including detailed cash flow modeling, sensitivity analyses, and investment scenario evaluation.
• Analyze and interpret property-level financial and legal documentation, including historical operating statements, budgets, leases, loan agreements, and related real estate documents, to develop sound underwriting assumptions.
• Identify key value drivers, risks, and value-add opportunities at the asset and submarket level, providing actionable insights to brokers, clients, and investors.
• Prepare Broker Opinions of Value, offering memoranda, and disposition proposals in collaboration with Producers, Marketing, and senior leadership.
• Conduct market and location-specific research, including sourcing and analyzing data on comparable sales, market trends, tenant credit, and financial performance to support pricing, positioning, and negotiation strategies.
• Gather, track, and maintain critical financial and market data to support deal execution, client presentations, and business development initiatives.
• Partner closely with Producers and Capital Markets professionals to develop creative deal strategies and materials that support new and existing client relationships.
• Communicate directly with property managers, asset managers, principals, and internal stakeholders to obtain, validate, and synthesize information throughout the transaction process.
• Translate complex financial, property, and market analyses into clear, compelling narratives, delivering written and verbal presentations to clients and investors with varying levels of financial sophistication.
• Present analysis and recommendations in formal client settings, supporting pricing strategy, marketing positioning, and transaction execution.

Qualifications

• 2-3 years of experience in commercial real estate financial analysis and underwriting, with a strong preference for multifamily and/or investment sales environments.
• Bachelor’s degree required, with preferred coursework in Real Estate, Finance, Accounting, or a related business discipline.
• Demonstrated expertise in real estate financial analysis and valuation, including income-producing assets, with a strong command of core concepts such as DCF, IRR, NPV, time value of money, and return on equity.
• Advanced proficiency in Microsoft Office, particularly Excel, with required experience using ARGUS.
• Ability to analyze, interpret, and synthesize complex real estate and financial documentation, including operating statements, loan documents, leases, and deeds of trust.
• Strong analytical and quantitative skills, with the ability to distill large data sets into clear, concise takeaways and investment narratives.
• Excellent written and verbal communication skills, including the ability to engage professionally with internal teams, senior producers, and external stakeholders across varying levels of financial sophistication.
• Proven ability to manage multiple assignments in a fast-paced, deadline-driven environment, adapting to shifting priorities while maintaining accuracy and quality.
• Highly organized, detail-oriented, and collaborative, with a strong work ethic and demonstrated ability to function effectively as part of a high-performing team.

Preferred Qualifications

• Familiarity with Salesforce and CoStar is preferred.
• Experience with Adobe InDesign and PowerPoint is a plus.

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