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.

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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 Tags

Work at office, Local area,

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