Investment Sales Financial Analyst

Mid-America Real Estate Group; Wisconsin; Hybrid; USD 52,000 - 76,000; Full time

Job summary

Mid-America Real Estate Group is seeking an analyst to support retail investment transactions across the Midwest, with a focus on underwriting, market research, and creating client-facing materials.

You will work closely with investment sales professionals to evaluate opportunities and build financial models using Excel and Argus. This entry-level role offers hands-on experience in finance, investments, and commercial real estate.

Qualifications

• Bachelor's degree with emphasis in finance, real estate, economics, business 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 skills.
• Ability to manage, organize, and maintain large sets of property, investor, and transaction data with high accuracy.
• Technologically proficient; excellent written and verbal communication skills.

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.

Skills

Advanced Excel

Financial analysis

Data management

Communication skills

Education

Bachelor's degree in finance, real estate, economics, or related field

Tools

Argus

Excel

Microsoft Office

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 offers a unique opportunity to work on retail real estate investment transactions throughout the Midwest while developing expertise in financial analysis, underwriting, market research, and commercial real estate investments. The ideal candidate is analytical, detail-oriented, and eager to build a career in commercial real estate. Working closely with our investment sales professionals, you will help evaluate opportunities, prepare client-facing materials, perform market research, and support active transactions.

This position is an excellent fit for recent graduates seeking hands-on experience in finance, investments, and commercial real estate.

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.