Talent.com
Investment Sales Analyst
Investment Sales AnalystCushman & Wakefield | Boerke • Milwaukee, Wisconsin, United States
Investment Sales Analyst

Investment Sales Analyst

Cushman & Wakefield | Boerke • Milwaukee, Wisconsin, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Title :  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 Investment Sales Analyst supports Boerke’s Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate.

You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement.

Essential Job Duties and Responsibilities

Financial Analysis & Valuation

  • Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
  • Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator.
  • Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office.
  • Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations.
  • Prepare Broker Opinion of Value (BOV) analyses and pricing guidance.

Market Research & Data Management

  • Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply / demand indicators, and cap-rate benchmarking.
  • Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator.
  • 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.
  • 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

  • Assist brokers with pitch decks, client updates, competitor / market-share analysis, and custom client deliverables.
  • Support new business proposals, RFP responses, and customized client deliverables.
  • Help manage CRM records, active mandates, pipeline reporting, and relationship tracking.
  • Assist in planning client events and investor gatherings 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.
  • 0–4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis.
  • Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials.
  • Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
  • Excellent written and verbal communication skills, including the ability to simplify complex analyses.
  • High attention to detail with the ability to manage multiple projects and meet deadlines.
  • Comfortable operating in a dynamic, entrepreneurial environment.

    • Preferred Qualifications

  • Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
  • Experience producing institutional-quality offering memoranda and BOVs.
  • Familiarity with platforms such as CoStar, CREXI, RCA / MSCI, Reonomy, and CRM systems.
  • Argus Enterprise experience or willingness to learn.
  • Knowledge of the Midwest commercial real estate markets.

    • ______________________________________________________

    About Cushman & Wakefield | Boerke

    Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.

    [job_alerts.create_a_job]

    Investment Analyst • Milwaukee, Wisconsin, United States

    [internal_linking.similar_jobs]
    Corporate Finance Support Analyst (Remote)

    Corporate Finance Support Analyst (Remote)

    Scale AI • Milwaukee, Wisconsin, United States
    [filters.remote]
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Support Analyst

    Support Analyst

    Rehrig Pacific Company • Pleasant Prairie, WI, US
    [job_card.full_time]
    The purpose of this role is to implement and support our Vision software, Assembly, and Distribution systems for both internal and external customers. This position serves as a primary point of cont...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    Molson Coors Beverage • Milwaukee, WI, US
    [job_card.full_time]
    At Molson Coors, we tackle big challenges and defy the status quo.With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision fo...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    High Yield Investment Analyst

    High Yield Investment Analyst

    Allspring Global Investments • Milwaukee, WI, United States
    [job_card.full_time]
    Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Valuations Analyst

    Valuations Analyst

    House Buyers of America • Milwaukee, WI, US
    [job_card.full_time]
    House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work for properties we acquire.The VA m...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Operations Specialist

    Investment Operations Specialist

    Pyramid Consulting • Milwaukee, WI, US
    [job_card.temporary]
    Investment Operations Specialist.Immediate need for a talented Investment Operations Specialist.This is a 06 Months Contract opportunity with long-term potential and is located in Milwaukee, Wiscon...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Asset Management Analyst

    Asset Management Analyst

    MLG Capital • Brookfield, WI, United States
    [job_card.full_time]
    The Asset Management Analyst position provides the opportunity to work with a well-established real estate investment team with over 35 years of experience. The position will work closely with senio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel CVOR Tech - $1,762 to $1,953 per week in Pleasant Prairie, WI

    Travel CVOR Tech - $1,762 to $1,953 per week in Pleasant Prairie, WI

    AlliedTravelCareers • Pleasant Prairie, WI, US
    [job_card.full_time]
    AlliedTravelCareers is working with LRS Healthcare to find a qualified CVOR Tech in Pleasant Prairie, Wisconsin, 53158!.Ready to start your next travel adventure? LRS Healthcare offers a full benef...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel CT Tech - $2,181 to $2,418 per week in Pleasant Prairie, WI

    Travel CT Tech - $2,181 to $2,418 per week in Pleasant Prairie, WI

    LRS Healthcare • Pleasant Prairie, WI, US
    [job_card.full_time]
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • West Allis, Wisconsin
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Finance & Strategy Analyst, FP&A

    Senior Finance & Strategy Analyst, FP&A

    Coinbase • Milwaukee, Wisconsin, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    GEHC - Sales Support Analyst - Specialist II

    GEHC - Sales Support Analyst - Specialist II

    Axelon Services Corporation • Wauwatosa, WI, US
    [job_card.full_time]
    Sales Support Analyst - Specialist II.I need someone with the skillsets to create PowerBi dashboards.USCAN S&OE leader will be responsible for supporting ~$514M in annual sales and $18.Specifically...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Credit Strategy & Engagement Analyst

    Senior Credit Strategy & Engagement Analyst

    Kohl's • Menomonee Falls, WI, US
    [job_card.full_time]
    Senior Credit Strategy And Engagement Analyst.As Senior Credit Strategy And Engagement Analyst you will independently analyze and report trends to identify the health of the Kohl's Card digital por...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst, Corporate Development

    Financial Analyst, Corporate Development

    Fiserv • Milwaukee, WI, United States
    [job_card.full_time]
    Calling all innovators - find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world.We connect financial insti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    Ageatia Global Solutions • Milwaukee, WI, United States
    [job_card.full_time]
    Bachelor's degree in Finance and / or Accounting and CP.Years of Accounting and / or Finance Experience.Solid knowledge of generally accepted accounting principles and internal control.Demonstrated com...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Operations Specialist

    Investment Operations Specialist

    eTeam • Milwaukee, WI, US
    [job_card.full_time]
    Investment Operations Specialist.Duration : 6+ months of contract with possible extension.Hybrid : 3 days per week in office required (not expected to return to office full time).FTE conversion expec...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Credit Analyst

    Credit Analyst

    Uline • Pleasant Prairie, WI, US
    [job_card.full_time]
    Uline Drive, Pleasant Prairie, WI 53158.Join our growing Finance team as a Credit Analyst evaluating financial health of a loan applicant, preparing reports, making credit decisions and recommendin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst | Technology

    Financial Analyst | Technology

    Dahl Consulting • Pleasant Prairie, WI, United States
    [job_card.permanent]
    Financial Analyst | Technology.Pleasant Prairie, WI (onsite role).Analyze IT inventory and spending trends using Power BI dashboards. Collaborate with Product Owners to enhance forecasting and procu...[show_more]
    [last_updated.last_updated_30] • [promoted]