Investment Sales Analyst – Talent Pipeline

Northmarq4 months ago
Charlotte, NC, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

This is not an actual open position(s), please submit your application to join our talent pipeline!

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!

This is a pipeline for future Investment Sales Analyst to join one of our active multifamily brokerage teams based in our Charlotte, NC office.

Position Responsibilities:

  • Lead the financial underwriting and valuation of multifamily, income-producing assets using Excel, including detailed cash flow modeling, sensitivity analyses, and investment scenario evaluation.
  • Analyze and interpret property-level financial and legal documentation, including historical operating statements, budgets, leases, loan agreements, and related real estate documents, to develop sound underwriting assumptions.
  • Identify key value drivers, risks, and value-add opportunities at the asset and submarket level, providing actionable insights to brokers, clients, and investors.
  • Prepare Broker Opinions of Value, offering memoranda, and disposition proposals in collaboration with Producers, Marketing, and senior leadership.
  • Conduct market and location-specific research, including sourcing and analyzing data on comparable sales, market trends, tenant credit, and financial performance to support pricing, positioning, and negotiation strategies.
  • Gather, track, and maintain critical financial and market data to support deal execution, client presentations, and business development initiatives.
  • Partner closely with Producers and Capital Markets professionals to develop creative deal strategies and materials that support new and existing client relationships.
  • Communicate directly with property managers, asset managers, principals, and internal stakeholders to obtain, validate, and synthesize information throughout the transaction process.
  • Translate complex financial, property, and market analyses into clear, compelling narratives, delivering written and verbal presentations to clients and investors with varying levels of financial sophistication.
  • Present analysis and recommendations in formal client settings, supporting pricing strategy, marketing positioning, and transaction execution.

What We're Looking For:

  • 2-3 years of experience in commercial real estate financial analysis and underwriting, with a strong preference for multifamily and/or investment sales environments.
  • Bachelor's degree required, with preferred coursework in Real Estate, Finance, Accounting, or a related business discipline.
  • Demonstrated expertise in real estate financial analysis and valuation, including income-producing assets, with a strong command of core concepts such as DCF, IRR, NPV, time value of money, and return on equity.
  • Advanced proficiency in Microsoft Office, particularly Excel, with required experience using ARGUS; familiarity with Salesforce and CoStar is preferred. Experience with Adobe InDesign and PowerPoint is a plus.
  • Ability to analyze, interpret, and synthesize complex real estate and financial documentation, including operating statements, loan documents, leases, and deeds of trust.
  • Strong analytical and quantitative skills, with the ability to distill large data sets into clear, concise takeaways and investment narratives.
  • Excellent written and verbal communication skills, including the ability to engage professionally with internal teams, senior producers, and external stakeholders across varying levels of financial sophistication.
  • Proven ability to manage multiple assignments in a fast-paced, deadline-driven environment, adapting to shifting priorities while maintaining accuracy and quality.
  • Highly organized, detail-oriented, and collaborative, with a strong work ethic and demonstrated ability to function effectively as part of a high-performing team.
  • Intellectually curious and investment-minded, with the ability to synthesize underwriting conclusions, investment recommendations, and strategic insights for clients.

Northmarq offers a highly competitive benefits package including:

medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!

Skills:

  • Accounting
  • Adobe InDesign
  • Analysis Skills
  • Asset Management
  • Brokerage
  • Business Development
  • Candidate Pipeline
  • Capital Markets
  • Cash Flow
  • Commercial Real Estate
  • Communication Skills
  • Comparative Analysis
  • Customer Relations
  • Customer/Client Research
  • Data Analysis
  • Data Quality
  • Detail Oriented
  • Finance
  • Financial Analysis
  • Fund Management
  • Investment Analysis
  • Investment Strategy
  • Leadership
  • Loan Servicing
  • Market Analysis
  • Market Trend Analysis
  • Marketing
  • Marketing Strategy
  • Mentoring
  • Microsoft Excel
  • Microsoft Office
  • Microsoft PowerPoint
  • Negotiation Skills
  • Organizational Skills
  • Presentation/Verbal Skills
  • Pricing
  • Product Pricing
  • Property Management
  • Quality Management
  • Real Estate
  • Sales
  • Sales Analysis
  • Sales Presentation
  • Salesforce.com
  • Strategic Planning
  • Team Player
  • Time Management
  • Transaction Processing/Management
  • Underwriting
  • Writing Skills

About the Company:

Northmarq

Required Skills

Presentation/Verbal Skills
Finance
Investment Strategy
Leadership
Microsoft Office
Business Development
Sales
Customer Relations
Fund Management
Underwriting
Communication Skills
Salesforce.com
Accounting
Team Player
Loan Servicing
Asset Management
Transaction Processing/Management
Real Estate
Market Trend Analysis
Pricing
Commercial Real Estate
Organizational Skills
Adobe InDesign
Strategic Planning
Writing Skills
Microsoft Excel
Sales Presentation
Time Management
Brokerage
Negotiation Skills
Marketing
Detail Oriented
Market Analysis
Financial Analysis
Cash Flow
Property Management
Capital Markets
Investment Analysis
Microsoft PowerPoint
Analysis Skills
Sales Analysis
Comparative Analysis
Data Analysis