Investment specialist Jobs in Fort Lauderdale, FL

Department : Investment Sales

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

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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What We Offer

The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023

Comprehensive benefit options

• that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include :
• Up to 83% subsidized medical payroll deductions
• Competitive dental and vision benefits
• 401(k) + match
• Pre-tax transit and commuting benefits
• A robust health and wellness program – earn cash rewards and gain access to resources that

promote health, engagement, and balance

Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication

Career development opportunities

Empowerment and encouragement to give back – volunteer hours and donation matching

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

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