Investment Sales Associate
Wellington Realty LLC
Wellington Realty is a full-service commercial real estate firm with over 25 years of industry experience, offering a comprehensive suite of services tailored to meet the diverse needs of investors, owners, and tenants throughout Texas. Job Summary The Investment Sales Associate supports the firm’s full‑cycle transactions across multifamily, retail, office, project leasing, and property management assignments. The role combines financial analysis with direct client exposure, focusing on business development, underwriting, modeling, marketing materials, and hands‑on transaction support. Key Responsibilities Market Research & Business Development Conduct full‑scope market research to support pricing and positioning. Maintain and grow a database of investors, owners, and active buyers. Track comparable sales, lease, cap rates, and market trends. Contribute to the firm’s business development efforts, including client outreach, prospecting, and meeting execution, while building strong and fostering existing relationships within the commercial real estate space. Financial Analysis & Underwriting Build detailed financial models and support investment analysis across multiple asset types. Analyze rent rolls, operating statements, capital expenditures, and debt scenarios. Prepare BOVs and pricing recommendations. Marketing & Pitch Materials Assist with the creation of OMs, case study's, and proposals. Draft investment highlights, market narratives, and property descriptions. Contribute to the firm’s marketing efforts on branding, strategy, deal launch execution. Transaction Support Maintain data rooms and due diligence materials. Track active buyers interest, offers, and transaction milestones. Support the transaction process both internally and externally from launch to closing. Qualifications Bachelor's degree in Finance, Real Estate, Economics, Business, or related field. 2-4 years of experience in commercial real estate. Multifamily investment sales experience preferred. Strong understanding of Texas's commercial real estate markets. Real Estate Salespersons License required, may be in the process of obtaining one. Proficiency in Microsoft Excel, Microsoft PowerPoint, and commercial real estate & market data platforms. #J-18808-Ljbffr
$108k - $135k
...and expertise, Prologis is a category of one—not just shaping the future of logistics but building what comes next.Job Title:Investment Associate, Data Center TransactionsCompany:PrologisA day in the lifeAs an Investment Associate - Data Center Transactions, you will...SuggestedFull timeFor contractors$91.44k - $111.76k
...and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications - Typically a Bachelor's degree, or equivalent...SuggestedFull timeTemporary workWork experience placementLocal area- ...colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships....Suggested
- ...Khosla Ventures (led OpenAI’s seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator. The Role As a Senior Investment Associate at Culdesac, you will help drive data‑driven decisions by maintaining and expanding our financial infrastructure and...SuggestedWork at officeLocal areaRemote workWork from home
- ...A leading financial services firm is seeking a Senior Investment Associate in Dallas, TX. The role involves managing client portfolios, developing investment strategies, and contributing to business development efforts in Texas. Candidates should have a passion for investing...Suggested
- ...Dalfen Industrial is looking for an Investment Associate to join its Central regional investment's team based in Dallas, TX. This role will focus... .... Strong understanding of industrial leases, purchase and sale agreements, and general real estate legal documentation. Deep...Contract work
- ...Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Partners Capital The Senior Investment Associate located in Dallas will be a key part of teams that manage multi-asset class client portfolios. In addition, the Senior...Full timeTemporary workSummer workWork at officeLocal areaFlexible hours
- ...A private equity firm is seeking an Entry-Level Investment Associate to join their dynamic team. This role involves building operating models, conducting valuations, and supporting due diligence efforts. The ideal candidate will have a Bachelor's degree in a relevant...
$300k
...INVESTMENT FUNDS ASSOCIATE ATTORNEYInvestment Management & Funds Practice GroupOpen to Multiple Locations…list found at the bottom of this description.HYBRIDOur client, a national AmLaw 200 firm, is seeking a seasoned Investment Funds Attorney to join its sophisticated...Work at office$89.62k - $134.43k
As you join the Citi Cards team as an AVP, Credit Exposure Management you will be responsible for providing direction to team members by monitoring the Citi portfolio and identify credit migration in coordination with the Risk Management team. Overall you will coordinate...Full time$84.74k - $132.89k
...26-08-11 Position Title: Actuarial Analyst II Job Description: Actuarial Analyst II Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity...Full timeWork experience placementWork at officeLocal area2 days per week1 day per week$91.44k - $111.76k
...and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.Basic Qualifications- Typically a Bachelor's degree, or equivalent...Work experience placementLocal area$170k - $350k
...peer financial data that informs management’s view of how the investment community will interpret the company’s financial performance,... ...Leadership & Team Development· Manage, coach, and develop a Senior Associate focused on competitive intelligence.· Establish clear goals,...Full timeWork at officeRemote workWork from homeFlexible hours$300k
...environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note... ...planning, capital management, product development, investments, operations, and corporate initiatives. The role provides leadership...Hourly payFull timeTemporary workWork at officeFlexible hoursShift work$140k - $180k
...features, pricing, eligibility, servicing procedures) and enablement materials for internal teams and advisors Partner with Marketing, Sales, and Advisor Experience teams on go-to-market plans, including communications, training, and launch measurement Partner across...Contract work$60k - $65k
...Private Client Group | Irving, TX | In-Office We are seeking an Investment Operations Specialist to support a boutique Northwestern... ...term, this role could lead to a Senior Operations Specialist, Associate Advisor, or Investment Analyst position, with expanded client...Private practiceWork at office- This exempt position is responsible for performing timely, thorough client credit reviews and risk assessments to support informed business intake, billing, and collections decisions across the firm. This includes assessing the creditworthiness of potential clients, monitoring...Full timeWork at office
$25.63 - $34.18 per hour
...reviews of property-related documentation, including homeowner association (HOA) financial statements, board documents, insurance policies... ...communicates project outcomes and requirements to underwriting teams, sales partners, operations teams, risk partners, and other key...Full timeWork experience placementLocal area3 days per week$111.1k - $130.7k
...memorandums, annual reviews, and credit approval documentationAbility to identify and escalate portfolio, servicing, and compliance risks associated with SBA-guaranteed loansExperience partnering with relationship managers, underwriters, and servicing teams to support small...Full timeLocal area- ...Fun and Energetic Environment Ongoing training Employee Discount Job Summary We are seeking a friendly and service-oriented Sales Associate to join our team! As a Sales Associate, you will assist customers with their shopping needs and ensure an excellent shopping...Full timeFlexible hours
- Why GM Financial?GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through...Work experience placementWork at office
$155.6k - $306.8k
...Business Strategy Manager focused on the Investment Management (IM) industry to advise... ...of experience in the consulting services sales pursuit & proposal process4+ years of experience... ...the applicable geographic differential associated with the location at which the position...Local area$16 per hour
...Sales Associate Location: Dallas, TX - Lakewood Job Type: Part Time Compensation: $16 per hour Schedule/Availability: · Must be available and able to work weekends (sat AND sun) regularly. · Must have availability to work a minimum of 4 days per week...Hourly pay16 hoursPart timeFlexible hoursShift workAfternoon shift- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeFlexible hoursDay shift
$146.35k - $232.7k
...is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together.SummaryThe Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm’s strategic initiatives, ss a member...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- PlainsCapital Bank is seeking to hire a Loan Portfolio Manager.The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio Management. The typical portfolio...Bank staffWork at officeRelocation packageWeekend work
$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking...Full timeLocal areaFlexible hours- POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and... ...and regulations and firm policiesREPORTS TO:• Branch Manager or Associate Market ManagerWHAT YOU CAN EXPECT FROM MORGAN STANLEY: At...
$93k - $189k
...industry trends. Conduct industry and market research using numerous resources available.Assist with training and/or mentoring Analyst, Associate and Associate Director level colleagues.Provide accurate and timely front-end guidance to Relationship Management colleagues,...Full timeWork at officeRemote workWork from homeFlexible hours- ...Role Overview: We are seeking a highly motivated and analytical Associate to join our Infrastructure and Real Asset Finance Group in... ...communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm....
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