Investor Relations Analyst

Department

WDIP - Operations & Managements

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Position Summary

This position will be an Analyst in the Investor Relations and Operations team. This position will contribute primarily to the group's investor relations and capital-raising initiatives and the execution of company-wide strategic initiatives and business development activities. This position is the best fit for candidates looking to make a career in private equity's investor relations and fundraising world. Candidates will have robust growth opportunities within the department.

Essential Duties And Responsibilities

• Support the Director of Investor Relations in all functions, including responding to investors' information requests and periodic reporting requirements, and assist in managing the investor services email inbox and ad hoc questions.
• Working closely with senior management in securing and retaining investors.
• Actively contribute to creating and managing WDIP vehicle marketing materials, including executive summaries, presentations, private placement memoranda, due diligence questionnaires and limited partnership agreements.
• Pre-marketing and database management of current and prospective investors.
• Perform current and prospective investor research, utilizing current in-house CRM, subscription databases, and external information mining.
• Support in developing and managing a calling plan for current and prospective investors as part of the fundraising process, including potential outreach and management of logistics.
• Manage and produce investor-related CRM reporting.
• Periodically participate in investor meetings.
• Work with company executives in the preparation and execution of various strategic and operational initiatives aimed at growing/improving the business.
• New investment vehicle research and development
• Business processes analysis
• Financial analysis of projects
• Support the execution of the firm's marketing activities, working with W&D’s marketing team to produce content and website/social/email campaigns.
• Work with WDIP's accounting, finance, and asset management teams to prepare investors' quarterly reporting and communications.
• Other duties as assigned.
  

Education And Experience

• Bachelors required.
• Relevant experience in related field such as private equity, financial marketing and/or analytics, hedge fund, etc. is helpful
• Ability to work flexible hours/overtime.
• Ability to travel overnight up to 20%.
  
  

Knowledge, Skills And Abilities

• The company supports value-added thinking, creativity and problem solving.
• Excellent Microsoft Office skills, including Excel and Power Point.
• Strong writing skills, with the ability to synthesize information from several sources into concise and coherent conclusions.
• Working knowledge of CRM systems.
• Excellent interpersonal skills.
• Good communication skills and strong work ethic.
• A positive attitude and the desire to assist other team members in solving problems and providing guidance.
• Strong motivation and a passion for finance, with the ability to work without supervision.
• Team player, adaptable; willing to perform tasks necessary to achieve common goals.
  
  

This position has an estimated base salary of $64,400.00-80,000.00 plus annual discretionary performance bonus

What We Offer 

• The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023
• Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
• Up to 83% subsidized medical payroll deductions
• Competitive dental and vision benefits
• 401(k) + match
• Pre-tax transit and commuting benefits
• A robust health and wellness program – earn cash rewards and gain access to resources that
  
  

promote health, engagement, and balance

• Paid maternity and parental leave, as well as other family paid leave programs
• Company-paid life, short and long-term disability insurance
• Health Savings Account and Healthcare and Dependent Care Flexible Spending
• Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication
• Career development opportunities
• Empowerment and encouragement to give back – volunteer hours and donation matching
• Eligibility may vary based on average number of hours worked
  
  

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

SPAM

Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.