Analyst, Multifamily Investment Sales at Walker & Dunlop in Charlotte, NC | Kablio

Role

Description

financial analysis

underwriting model

market presentations

sales monitoring

deal management

database tracking

Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model
Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings
Monitor and assess the progress of sales so that important deadlines are met and contingencies are released
Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal
Provide preliminary audits of files for management review
Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals
Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval
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

Requirements

excel

powerpoint

salesforce

financial modeling

bachelor’s degree

finance experience

Excellent attention to detail and organizational skills
Advanced written and oral communication skills
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Excellent financial modeling skills including thorough knowledge of Excel
Ability to accurately and productively handle multiple tasks during time sensitive situations
Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed
1+ year of experience in Finance, Real Estate or related field preferred
Ability and willingness to work extended hours or weekends to meet deadlines when appropriate
Bachelor’s degree (Finance and/or Real Estate concentration preferred)
Client relationship management skills
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes

Benefits

The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023
Pre-tax transit and commuting benefits
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
A robust health and wellness program – earn cash rewards and gain access to resources that
Competitive dental and vision benefits
Company-paid life, short and long-term disability insurance
Paid maternity and parental leave, as well as other family paid leave programs
401(k) + match
Up to 83% subsidized medical payroll deductions
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

background checks (including questions on infractions, arrests, or convictions) will not be conducted until after a conditional offer of employment is accepted.

Company

Overview

1937 Founded

Year Established

The company was established in 1937, marking the beginning of its journey as a leading commercial real estate financial firm.

Provides capital solutions for commercial real estate transactions across multiple sectors.
Diverse portfolio includes financing for residential, industrial, commercial, and mixed-use projects.
Offers capital markets, loan servicing, investment sales, and agency lending services.
Notable projects include financing for major office buildings, residential complexes, and large-scale industrial facilities.
Continuously innovates with technology to enhance financial solutions.

Culture + Values

Driven – We aspire to excellence, never content with just checking the box. We constantly strive to meet the ambitious goals we set for ourselves and take pride in being a passionate team of self‑starters who make a real difference.
Caring – We cultivate a welcoming culture that empowers and supports individuals to always be the best version of themselves. This spirit extends beyond our employees to encompass our clients, partners, communities, and environment.
Collaborative – We excel in many disciplines, but we are one team. With the right combination of talent and expertise, we create something bigger than ourselves that serves the needs of our clients and builds lasting relationships.
Insightful – We value the insights our seasoned team brings to the table because we know the future depends on varying thoughts and creative solutions.
Tenacious – We never give up in our quest to go the extra mile for our clients. We strive to understand their goals and work with them at every step of the way. We always do what it takes to get the job done well and with integrity.

Environment + Sustainability

50% Emission Reduction

Target per employee since 2019

Aiming to reduce greenhouse gas emissions by 50% per employee from 2019 levels.

33.5B in Affordable Housing

Financed over four years

Total amount financed in affordable housing properties over the past four years.

1.6M Donation

Part of annual giving

Charitable donation amount, representing 1.21% of the company's operating income in 2024.

Participation in Fannie Mae Green Rewards and Freddie Mac Green Advantage programs to support energy and water reduction in financed properties.
Measured corporate carbon footprint using third-party consultant based on the Greenhouse Gas Protocol.
Implemented green office practices: compostable coffee cups, reusable water bottles, default double-sided printing.
Encouraged green commuting: flexible telecommuting policy, pre-tax public transit, Waze Carpool partnership, commuting contests.
Governance oversight by CEO, General Counsel, and ESG committee; supported by employee-led Green Task Force focused on resource and emissions reduction.

Inclusion & Diversity

28% Management Roles

Women in Leadership

Highlighting the representation of women in management positions within the organization.

14% Management Roles

Underrepresented Groups

Showcasing the inclusion of under-represented racial/ethnic groups in management positions.

$1 Million Investment

DE&I Partnerships

Highlighting the financial commitment to organizations advancing diversity, equity, and inclusion initiatives.

#13 Diversity Index

Corporate Recognition

Recognized for diversity efforts in the Washington Business Journal Corporate Diversity Index 2021.

Recognized in Bloomberg's 2022 Gender Equality Index.
Received Mortgage Bankers Association's Commercial/Multifamily DEI Leadership Award for Market & Community Outreach Strategies in 2023.
25% of employees participated in one or more Employee Resource Groups in 2023.
Striving to increase minorities in management positions to 25%.

Articles

Careers

Culture – Diversity, Equity & Inclusion

Women in leadership

Role

Description

financial analysis

underwriting model

market presentations

sales monitoring

deal management

database tracking

Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model
Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings
Monitor and assess the progress of sales so that important deadlines are met and contingencies are released
Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal
Provide preliminary audits of files for management review
Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals
Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval
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

Requirements

excel

powerpoint

salesforce

financial modeling

bachelor’s degree

finance experience

Excellent attention to detail and organizational skills
Advanced written and oral communication skills
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Excellent financial modeling skills including thorough knowledge of Excel
Ability to accurately and productively handle multiple tasks during time sensitive situations
Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed
1+ year of experience in Finance, Real Estate or related field preferred
Ability and willingness to work extended hours or weekends to meet deadlines when appropriate
Bachelor’s degree (Finance and/or Real Estate concentration preferred)
Client relationship management skills
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes

Benefits

The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023
Pre-tax transit and commuting benefits
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
A robust health and wellness program – earn cash rewards and gain access to resources that
Competitive dental and vision benefits
Company-paid life, short and long-term disability insurance
Paid maternity and parental leave, as well as other family paid leave programs
401(k) + match
Up to 83% subsidized medical payroll deductions
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

background checks (including questions on infractions, arrests, or convictions) will not be conducted until after a conditional offer of employment is accepted.

Company

Overview

1937 Founded

Year Established

The company was established in 1937, marking the beginning of its journey as a leading commercial real estate financial firm.

Provides capital solutions for commercial real estate transactions across multiple sectors.
Diverse portfolio includes financing for residential, industrial, commercial, and mixed-use projects.
Offers capital markets, loan servicing, investment sales, and agency lending services.
Notable projects include financing for major office buildings, residential complexes, and large-scale industrial facilities.
Continuously innovates with technology to enhance financial solutions.

Culture + Values

Driven – We aspire to excellence, never content with just checking the box. We constantly strive to meet the ambitious goals we set for ourselves and take pride in being a passionate team of self‑starters who make a real difference.
Caring – We cultivate a welcoming culture that empowers and supports individuals to always be the best version of themselves. This spirit extends beyond our employees to encompass our clients, partners, communities, and environment.
Collaborative – We excel in many disciplines, but we are one team. With the right combination of talent and expertise, we create something bigger than ourselves that serves the needs of our clients and builds lasting relationships.
Insightful – We value the insights our seasoned team brings to the table because we know the future depends on varying thoughts and creative solutions.
Tenacious – We never give up in our quest to go the extra mile for our clients. We strive to understand their goals and work with them at every step of the way. We always do what it takes to get the job done well and with integrity.

Environment + Sustainability

50% Emission Reduction

Target per employee since 2019

Aiming to reduce greenhouse gas emissions by 50% per employee from 2019 levels.

33.5B in Affordable Housing

Financed over four years

Total amount financed in affordable housing properties over the past four years.

1.6M Donation

Part of annual giving

Charitable donation amount, representing 1.21% of the company's operating income in 2024.

Participation in Fannie Mae Green Rewards and Freddie Mac Green Advantage programs to support energy and water reduction in financed properties.
Measured corporate carbon footprint using third-party consultant based on the Greenhouse Gas Protocol.
Implemented green office practices: compostable coffee cups, reusable water bottles, default double-sided printing.
Encouraged green commuting: flexible telecommuting policy, pre-tax public transit, Waze Carpool partnership, commuting contests.
Governance oversight by CEO, General Counsel, and ESG committee; supported by employee-led Green Task Force focused on resource and emissions reduction.

Inclusion & Diversity

28% Management Roles

Women in Leadership

Highlighting the representation of women in management positions within the organization.

14% Management Roles

Underrepresented Groups

Showcasing the inclusion of under-represented racial/ethnic groups in management positions.

$1 Million Investment

DE&I Partnerships

Highlighting the financial commitment to organizations advancing diversity, equity, and inclusion initiatives.

#13 Diversity Index

Corporate Recognition

Recognized for diversity efforts in the Washington Business Journal Corporate Diversity Index 2021.

Recognized in Bloomberg's 2022 Gender Equality Index.
Received Mortgage Bankers Association's Commercial/Multifamily DEI Leadership Award for Market & Community Outreach Strategies in 2023.
25% of employees participated in one or more Employee Resource Groups in 2023.
Striving to increase minorities in management positions to 25%.

Articles

Careers

Culture – Diversity, Equity & Inclusion

Women in leadership