Investment Analyst

Essential Responsibilities:

  • File offers and create/update bid matrices
  • Identifying owner and buyer call lists for all Advisors
  • Establish strong working relationships with MMG Advisory team and external client base
  • Assist and draft timely correspondence and requests to existing and prospective clients in a clear, concise, and informative manner
  • Extract contact information from various sources (proprietary MMG information, Costar,
  • Databasing and researching national transactions of both buyers and Sellers
  • Databasing internal market activity (executed confidentiality agreements, written offers, active
  • Request and organize financial documents as provided by clients
  • Assist in monitoring the key dates within the life cycle of multiple transactions
  • Create appropriate targeted call lists for supported Advisors
  • Prepare marketing materials for 3rd party sites such as Crexi, Costar, and Loopnet
  • Extract and prepare relevant data from 3rd party sources for client circulation (CoStar, YardiMatrix, Real Capital Analytics, Reonomy, etc)
  • Prioritize tasks, work on multiple projects, and manage rapidly changing assignments in a team
  • Fulfills adhoc requests from Advisors as needed


  • Analytical and financial modeling skills/understanding
  • Extensive experience utilizing Microsoft Excel with expertlevel skill set
  • Highly proficient in Microsoft Office Suite (Excel, Outlook, and Word)
  • Professional experience (including internships), specifically in a clientfacing role
  • Commitment to obtaining outstanding results, with an intricate attention to detail
  • Proven track record of high performance within a deadlinedriven environment
  • Kansas City, MO 64111- Reliably commute or planning to relocate before starting work (Required)


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule: Monday to Friday, 8-hour shifts

Position: Investment Analyst

  • Max. file size: 50 MB.