Associate Director, Institutional Advisory Practice at Walker & Dunlop in New York, NY | USD115,000-125,000 | Kablio

Role

Description

investment memo

economic research

debt analysis

financing review

transaction management

pipeline management

Assist loan originators to identify and pursue new business leads, maintain existing client relationships, and manage the sales pipeline
Write, prepare and assemble Investment Memoranda
Work with interns and analysts to coordinate tasks or delegate projects
Conduct detailed economic and demographic research to determine feasibility of transactions
Analyze new proposed debt requirements and loan scenarios for our clients
Develop strong relationships with all internal and external clients
Assist in the review and analysis of financing proposals and commitments
Manage transactions across several stages from initial identification through final loan closing

Requirements

cpa

cfa

excel

argus

salesforce

3+ years

CPA, CFA or CCIM a plus
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Fannie Mae/Freddie Mac multifamily production or underwriting experience a plus
3 plus years of commercial real estate experience
Possess a working knowledge of commercial loan diligence and closing processes
Ability to accurately and productively handle multiple tasks during time sensitive situations
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Proficiency in MS Outlook and Word, and ability to learn Salesforce and other company software as needed
Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus
Ability to train and to lead development of analysts
Bachelor’s degree (prefer finance and/or real estate concentration)
Experience with multifamily property types a plus
Excellent attention to detail and organizational skills
Proven written and oral communication skills

Benefits

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

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 performed after conditional offer; fair chance hiring considered.

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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

investment memo

economic research

debt analysis

financing review

transaction management

pipeline management

Assist loan originators to identify and pursue new business leads, maintain existing client relationships, and manage the sales pipeline
Write, prepare and assemble Investment Memoranda
Work with interns and analysts to coordinate tasks or delegate projects
Conduct detailed economic and demographic research to determine feasibility of transactions
Analyze new proposed debt requirements and loan scenarios for our clients
Develop strong relationships with all internal and external clients
Assist in the review and analysis of financing proposals and commitments
Manage transactions across several stages from initial identification through final loan closing

Requirements

cpa

cfa

excel

argus

salesforce

3+ years

CPA, CFA or CCIM a plus
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Fannie Mae/Freddie Mac multifamily production or underwriting experience a plus
3 plus years of commercial real estate experience
Possess a working knowledge of commercial loan diligence and closing processes
Ability to accurately and productively handle multiple tasks during time sensitive situations
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Proficiency in MS Outlook and Word, and ability to learn Salesforce and other company software as needed
Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus
Ability to train and to lead development of analysts
Bachelor’s degree (prefer finance and/or real estate concentration)
Experience with multifamily property types a plus
Excellent attention to detail and organizational skills
Proven written and oral communication skills

Benefits

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

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 performed after conditional offer; fair chance hiring considered.

People also searched

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