Senior Real Estate Financial Analyst

Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,100 investment sales and financing professionals in 80+ offices throughout the United States and Canada.

We are seeking a Senior Real Estate Financial Analyst to join our national platform for institutional retail. This position will be key in handling assignments ranging from individual asset sales to large portfolio transactions, with responsibilities extending beyond the financial aspects to encompass all phases of the sales process. The ideal candidate will need excellent organizational and management skills, experience in transaction management, a solid understanding of financial and valuation concepts, proficiency with Argus Enterprise, and a strong work ethic with a leadership mindset.

This corporate-level role will work with a Lead Managing Analyst and team of analysts to provide complex underwriting and analysis.

Responsibilities

• Build, edit, and manipulate complex financial cash flow models using Argus Enterprise & Microsoft Excel
• Transaction management through proposal and listing cycle
• Analyze, review, and interpret real estate source documents, including operating statements, rent rolls, budgets, loan documents, reconciliations, leases, and other due diligence materials
• Research market conditions in support of financial underwriting assumptions
• Compile and present the results of analyses and effectively address questions as needed
• Identify critical property-level financial issues and make recommendations for improvement
• Develop disposition strategies in conjunction with team members and clients
• Assist in the production of property offering memorandums and broker’s opinions of value which will be used to actively market retail assets to the marketplace
• Work with Market Research team members to perform location, market, property, retail tenant and economic research to be used in property marketing materials
• Coordinate collection of due diligence material
• Lead and collaborate with fellow analysts to efficiently manage property underwritings, reviewing and approving them in a senior capacity before they are submitted to Senior Agents
• Work successfully within a high-volume environment supporting institutional level agents
• Communicate directly with capital markets professionals, asset managers, leasing brokers, property managers and clients

Qualifications

• Bachelor's degree with high academic achievement in Real Estate, Finance, Accounting, or Economics preferred but not required
• Must have routine working knowledge using Argus Enterprise to underwrite shopping centers and other retail assets
• 3+ years' experience in a commercial real estate position with intensive Argus Enterprise use, whether in brokerage, appraisal, or for an ownership group, preferably focused on retail shopping centers or other retail assets
• Proven experience in abstracting lease agreements and understanding other lease documents
• Proven experience and proficiency in building complex retail cash flow models
• High level of proficiency in Microsoft Excel
• Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry
• Excellent quantitative and analytical skills in combination with outstanding communication skills (both oral and written)
• Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously
• Excellent written and verbal communication skills with strong attention to detail
• Ability to work successfully with “Type A” personalities and effectively within a team and with all levels of personnel




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Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.

Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.  

Marcus & Millichap closes more transactions than any other real estate investment brokerage firm in the nation. In 2023, the firm closed 8,297 transactions with a sales volume of approximately $48 billion.

The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers.

Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.