What are the responsibilities and job description for the Capital Markets Analyst position at Colliers?
As a Capital Markets Analyst, you’ll support investment sales, acquisitions, and capital market transactions within the Multifamily sector throughout Wisconsin. Working with our brokers, you’ll analyze, underwrite, and communicate financial and market fundamentals that guide client decisions. This role provides hands-on exposure to the transaction lifecycle, from underwriting and valuation to marketing, due diligence, and closing, within Colliers’ collaborative, high-performance environment.
What this job involves
This hybrid role offers a unique opportunity to gain deep analytical experience while actively participating in transaction execution, client development, and brokerage activities. The ideal candidate is highly motivated, financially savvy, and interested in building a long-term career in multifamily investment sales. You’ll contribute to projects that impact client outcomes and market activity, and an opportunity to grow your career as a broker.
What you’ll do
- Build and maintain advanced financial models using Excel and Colliers tools.
- Participate in property tours, pitches, and client meetings.
- Desire to develop and maintain relationships with institutional real estate investment firms and private client investors.
- Prepare offering memoranda, proposals, and marketing materials integrating research, valuation data, and narratives.
- Conduct market research, rent and sales comparables, demographic studies, and submarket trends.
- Analyze and underwrite apartment communities using cash flows, rent rolls, and operating statements.
- Support teams in preparing BOVs, RFPs, and presentations.
- Coordinate due diligence and closings with internal teams, clients, buyers, and lenders.
- Review leases, appraisals, loan documents, and other materials to assess valuation drivers.
- Maintain accuracy in CRM and research systems, including CoStar and Real Capital Analytics.
- Collaborate with brokers to ensure consistent, high-quality marketing deliverables.
Requirements
- Bachelor’s degree in real estate, finance, accounting, economics, or related field, MBA or Master of Real Estate a plus.
- 2–10 years of financial analysis or asset management experience, preferably in commercial real estate, investment sales, or capital markets.
- Advanced Excel skills, Argus Enterprise or RedIQ experience preferred.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent written and verbal communication skills, including presentations and investment summaries.
- Knowledge of valuation, debt and equity structures, and underwriting processes.
- Highly organized, self-motivated, and detail-oriented with ability to manage multiple priorities.
- Collaborative mindset and enthusiasm for fast-paced, deal-driven environments.
- Active or willing to obtain a Real Estate Salesperson License within three (3) months.
Preferred qualifications
- Experience with CoStar, Real Capital Analytics, or similar platforms.
- Knowledge of CRM systems and marketing databases.
- Exposure to multifamily transactions, acquisitions, or investment underwriting.
- Active involvement in industry organizations such as NAIOP encouraged.
- Familiarity with Wisconsin and Midwest multifamily markets preferred.
Training and Growth: We provide ongoing professional development opportunities to ensure you have the tools to excel in your career.
Benefits:
As an Analyst, you’ll enjoy Colliers’ comprehensive benefits package, which includes:
- Three medical plan options
- Dental and vision coverage
- Flexible spending plan
- Short-term and long-term disability coverage
- 401(k) participation starting with your first paycheck
- Company-paid life insurance
- Educational assistance
- Generous Paid Time Off (PTO) and paid company holidays
Please note: Upon transitioning from an Analyst to a Broker role, your employment status will shift to a fully commissioned 1099 position. As a 1099 independent contractor, you will no longer be eligible for Inland medical and company-sponsored benefits.
Core Values:
At Colliers, we believe in exceptional service, collaboration, and integrity. Our core values guide us:
- Better Together: Harnessing the power of collaboration for success.
- Warrior Spirit: Tackling challenges with determination.
- Empathy: Prioritizing emotional intelligence to foster trust.
If you are passionate and ready to contribute to a team that values excellence and innovation, we encourage you to apply and join our mission of delivering exceptional client service.
