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Cushman & Wakefield | Boerke · 1 month ago

Investment Sales Analyst

Milwaukee, WI

Full-time

Onsite

New Grad, Entry, Mid Level

0+ years exp

Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. The Investment Sales Analyst supports the Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials, with a focus on growing into a client-facing role.

Commercial Real EstateConsultingProperty ManagementReal Estate Brokerage

Responsibilities

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

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

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

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

Qualification

Financial modelingReal estate underwritingMarket researchExcel proficiencyCommercial valuation methodsCRM systemsAttention to detailWritten communicationVerbal communicationProject management

Required

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

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

Company

Cushman & Wakefield | Boerke

Cushman & Wakefield | Boerke is a leading Wisconsin real estate services firm that specializes in delivering exceptional value to occupiers and owners.

Founded in 1921

Milwaukee, Wisconsin, USA

11-50 employees