Investment Sales Specialist

Cushman & Wakefield; Pune City; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A leading real estate services firm in Pune City seeks a professional to engage with high net worth investors and assist in evaluating commercial real estate investment opportunities. The ideal candidate will have a degree in Finance or related fields, strong financial analysis skills, and excellent communication abilities. This role is pivotal in bridging connections between internal teams and external stakeholders.

Responsibilities

• Engage with UHNIs and stakeholders to build relationships.
• Assist in evaluating CRE investment opportunities and transaction structuring.
• Prepare investment decks and market presentations.
• Stay updated on CRE market trends.
• Facilitate communication between internal teams and external stakeholders.

Skills

Strong grasp of financial concepts

Comfort in Excel

Comfort in PowerPoint

Ability to prepare financial models

Excellent communication skills

Strong organizational skills

Interpersonal skills

Education

Degree in Finance, Commerce, Economics, or related fields

CFA Level 1 or MBA in Finance

Job description

Role & responsibilities

• Engage with Investors & Stakeholders: Build and nurture relationships with UHNIs, family offices, and developers. Understand their investment priorities, bring new connects into the network, and support them through the investment process.
• Work on Live Deals: Assist in evaluating CRE investment opportunities, including returns, risk analysis, and transaction structuring. Support negotiations and collaborate with legal, finance, and technical partners to ensure smooth execution.
• Create High-Impact Materials: Prepare investment decks, teasers, market presentations, and updates for investors and stakeholders. Translate numbers into clear insights that help decision-making.
• Market Intelligence: Stay on top of CRE market trends, comparable transactions, and investor appetite to help shape deal sourcing.
• Be a Bridge: Act as the link between internal teams and external stakeholders, ensuring communication is timely, accurate, and strategic.

Preferred candidate profile

• Educational Background: Degree in Finance, Commerce, Economics, or related fields. CFA Level 1 or MBA in Finance is a plus.
• Skills That Matter: Strong grasp of financial concepts, with comfort in Excel and PowerPoint.
• Ability to prepare and interpret financial models (IRR, NPV, sensitivity analysis).
• Excellent communication skills both written and spoken – with the confidence to interact with senior investors.
• Strong organizational and interpersonal skills to manage multiple stakeholders and deals at once.