Investment Sales Senior Analyst

6 days left

San Diego, California
Commensurate with experience
Apr 13, 2021
May 13, 2021
Job Function
Employment Type
Full Time

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.

Ready to bring your whole self to work every day?  At Walker & Dunlop, we didn’t get to where we are by hiring ordinary individuals.  We got here by hiring the exceptional!  WD is looking for individuals who are caring, collaborative, driven, insightful, and tenacious to join our team!

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
  • Other responsibilities and 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
  • Client relationship management skills

Knowledge, Skills & 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