Investment Sales Financial Analyst

Mid-America Real Estate Group; Milwaukee (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Mid-America Real Estate Group in Milwaukee is seeking an Investment Sales Analyst to support underwriting, market research and the preparation of investment materials for brokers and clients.

The role requires strong financial acumen, advanced Excel skills, and the ability to translate data into clear analyses. You'll build models, review leases, and contribute to client presentations across retail properties.

Qualifications

• Bachelor’s degree in finance, real estate, accounting, economics or related field.
• Experience with Argus preferred; ability to learn and apply real estate financial modeling tools.
• Proficiency in Microsoft Office with advanced Excel skills.
• Strong financial acumen and analytical abilities.
• Ability to manage large sets of property and transaction data with high accuracy.
• Technologically proficient and strong written and verbal communication.

Responsibilities

• Underwrite retail investment properties.
• Prepare detailed offering memorandums and related materials.
• Research and compile sales and rent comparables.
• Build and maintain financial models using Excel and Argus.
• Abstract leases and review due diligence materials.
• Conduct market research to support pricing and investor targeting.
• Assist with Opinions of Value, Offering Memorandum, proposals, and client presentations.
• Maintain and update internal investment sales databases.

Skills

Advanced Excel skills

Financial analysis

Attention to detail

Data translation

Communication skills

Education

Bachelor’s degree in finance/real estate/economics/business

Tools

Argus

Excel

Job description

Mid-America Real Estate is recognized as one of the nation’s premier full-service retail real estate firms and a proven Midwest market leader. Specializing in retail real estate services from investment sales, tenant representation to the management of notable shopping centers and retail properties across the Midwest — we value ourselves as a leader in the business providing our clients with the tools and support needed to make the most informed and profitable retail real estate decisions.

This role supports investment sales activity through detailed financial analysis, underwriting, market and property research, offering material preparation, and database management. The ideal candidate will bring strong financial acumen, advanced Excel skills, attention to detail, and the ability to translate data into clear, accurate analysis for brokers, clients, and prospective investors.

Key Responsibilities

• Underwrite retail investment properties
• Prepare detailed offering memorandums and related investment sales materials
• Research and compile sales and rent comparables
• Build and maintain financial models using Excel and Argus
• Abstract leases and review relevant due diligence materials
• Conduct market research to support pricing recommendations, investor targeting, competitive positioning, and client deliverables
• Assist with Opinions of Value, Offering Memorandum, proposals, and client presentations
• Maintain and update internal investment sales databases

Qualifications

• Bachelor’s degree with emphasis in finance, real estate, accounting, economics, business or a related field preferred.
• Experience with Argus preferred; ability to learn and apply real estate financial modeling tools required.
• Proficiency in Microsoft Office, with advanced Excel skills.
• Strong financial acumen and analytical skills.
• Ability to manage, organize, and maintain large sets of property, investor, and transaction data with a high degree of accuracy.
• Technologically proficient.
• Excellent written and verbal communication skills.