Investment Sales Senior Analyst

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 

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