Senior Investment Sales Analyst

Job Title: Senior Investment Sales Analyst

Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers

Date: 2/5/2026

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.

The Senior Investment Sales Analyst plays a critical role supporting Boerke’s Investment Sales Team through advanced financial analysis, property valuation, market research, and the production of institutional‑quality offering materials. This role is designed for an experienced analyst who can independently underwrite complex transactions, provide strategic pricing insight, and serve as a trusted analytical partner to senior producers.

Under the direction of the Director of Transaction Management, this position has meaningful responsibility across the full transaction lifecycle; from initial underwriting and valuation to marketing execution and closing support. This role offers deep exposure to investment sales, capital markets, and institutional clients in a fast‑paced, entrepreneurial environment.

• Independently build, review, and refine detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
• Lead underwriting efforts across major commercial real estate asset classes, with an emphasis on industrial, retail, multifamily, and office investments.
• Evaluate operating statements, lease abstracts, capital expenditure assumptions, debt structures, and market inputs to support pricing strategy and investment recommendations.
• Prepare and present Broker Opinions of Value (BOVs), pricing guidance, and valuation narratives for internal and client use.
• Help standardize, improve, and maintain underwriting and valuation templates used across the Investment Sales team, in coordination with the Transaction Coordinator and leadership.

• Conduct advanced market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
• Maintain and enhance internal databases for sales comps, rent comps, active listings, and pipeline activity, partnering with the Transaction Coordinator to ensure data accuracy and consistency.
• 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 and translate insights into actionable guidance for brokers and clients.
• 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.

• Partner closely with brokers on pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
• Support new business proposals, RFP responses, and customized client deliverables.
• Assist with CRM pipeline management, mandate tracking, and relationship analytics.
• Support planning and execution of…