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Job Title: Senior Investment Sales Analyst
Location: Milwaukee
Team: Investment Sales/Capital Markets
Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers
Job Summary
The Senior Investment Sales Analyst plays a critical role supporting Boerke’s Investment Sales Team through advanced financial analysis, property valuation, market research, and the production of institutional‑quality offering materials. This role is designed for an experienced analyst who can independently underwrite complex transactions, provide strategic pricing insight, and serve as a trusted analytical partner to senior producers.
Under the direction of the Director of Transaction Management, this position has meaningful responsibility across the full transaction lifecycle; from initial underwriting and valuation to marketing execution and closing support. This role offers deep exposure to investment sales, capital markets, and institutional clients in a fast‑paced, entrepreneurial environment.
Essential Job Duties and Responsibilities
Financial Analysis & Valuation
- Independently build, review, and refine detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
- Lead underwriting efforts across major commercial real estate asset classes, with an emphasis on industrial, retail, multifamily, and office investments.
- Evaluate operating statements, lease abstracts, capital expenditure assumptions, debt structures, and market inputs to support pricing strategy and investment recommendations.
- Prepare and present Broker Opinions of Value (BOVs), pricing guidance, and valuation narratives for internal and client use.
- Help standardize, improve, and maintain underwriting and valuation templates used across the Investment Sales team, in coordination with the Transaction Coordinator and leadership.
Market Research & Data Management
- Conduct advanced market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
- Maintain and enhance internal databases for sales comps, rent comps, active listings, and pipeline activity, partnering with the Transaction Coordinator to ensure data accuracy and consistency.
- Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
- Track macroeconomic and capital markets trends relevant to institutional CRE and translate insights into actionable guidance for brokers and clients.
- Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.
Deal Execution & Transaction Support
- Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
- Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
- Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
- Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
- Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.
Business Development
- Partner closely with brokers on pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
- Support new business proposals, RFP responses, and customized client deliverables.
- Assist with CRM pipeline management, mandate tracking, and relationship analytics.
- Support planning and execution of client events and investor outreach initiatives by preparing materials, lists, and follow‑up tracking in partnership with the Transaction Coordinator.
- Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.
Required Qualifications
- Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
- 3-6 years of experience in commercial real estate underwriting, investment sales, capital markets, investment banking, appraisal, private equity, or a related analytical role.
- Advanced proficiency in Excel, including complex financial modeling; strong working knowledge of Microsoft Word and PowerPoint with the ability to produce polished, client‑ready materials.
- Strong understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
- Proven ability to independently manage multiple underwriting assignments and deadlines with a high level of accuracy and judgment.
- Excellent written and verbal communication skills, including the ability to simplify complex analyses.
- Comfortable operating in a dynamic, entrepreneurial environment.
Preferred Qualifications
- Prior experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
- Demonstrated experience producing institutional-quality offering memoranda and BOVs.
- Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
- ARGUS Enterprise experience strongly preferred.
- Knowledge of the Midwest commercial real estate markets and regional investor dynamics.
Compensation & Benefits
- Competitive salary, commensurate with experience
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and company holidays
- Performance-based bonus structure
- Professional development and industry education support
- Collaborative, entrepreneurial team environment
