Commercial Real Estate Financial Associate at Marcus & Millichap

Miami, Florida, United States

Marcus & Millichap Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Commercial Real Estate, Real Estate FinanceIndustries

Requirements

  • 3 to 5 years of commercial real estate experience in advisory, banking, or valuation
  • Bachelor’s degree in finance, economics, accounting or commercial real estate
  • Solid understanding of real estate fundamentals and capital structures
  • Strong financial modeling skills and core competence with Excel and Argus
  • Proficiency with CoStar and other data sources
  • Experience with PowerPoint and other presentation software
  • Strong analytical and quantitative skills
  • High attention to detail in analytical assessments and valuations
  • Ability to manage multiple tasks accurately and productively during time sensitive situations
  • Strong verbal and written communication skills
  • Ability to work independently with a team player attitude
  • Flexible attitude with the ability to handle change effectively
  • Availability for North American travel

Responsibilities

  • Support senior team members in the execution of capital markets assignments, including debt placements and equity raises
  • Build and maintain detailed Excel-based financial models for a variety of asset classes and business plans (development, value-add, stabilized)
  • Assist in reviewing and organizing property-level due diligence materials such as rent rolls, operating statements, leases, budgets, and third-party reports
  • Assist in the preparation of client engagement agreements, offering memoranda, lender packages, and investment summaries for internal and external distribution
  • Conduct market research and help prepare competitive analysis, supply/demand studies and demographic reports
  • Research local real estate markets to identify trends, opportunities, and potential risks
  • Request and coordinate transaction documentation, timelines and maintain data room integrity
  • Interface directly with sponsors, lenders and equity providers, alongside senior team members
  • Ensure required closing documentation is posted to internal systems

Skills

Excel
Financial Modeling
Due Diligence
Market Research
Offering Memoranda
Rent Rolls
Operating Statements
Leases
Debt Placement
Equity Raises

Marcus & Millichap

Commercial real estate brokerage and advisory services

About Marcus & Millichap

Marcus & Millichap specializes in commercial real estate investment sales, financing, research, and advisory services across the United States and Canada. The firm operates with a team of 2,000 professionals in 80 offices, serving clients such as real estate investors, property owners, and developers. They assist clients in buying, selling, and financing various types of commercial properties, including multifamily housing, retail, office, industrial, and hospitality. The company earns revenue primarily through commissions on property sales and financing arrangements, as well as fees for their research and advisory services. What sets Marcus & Millichap apart from competitors is their focus on specialization, commitment to client results, and the integration of research and technology to enhance their services. Their goal is to provide tailored solutions that lead to successful outcomes for their clients in the commercial real estate market.

Calabasas, CaliforniaHeadquarters
1971Year Founded
$28.1MTotal Funding
IPOCompany Stage
Consulting, Real EstateIndustries
1,001-5,000Employees

Benefits

Medical
Dental
Vision
Flexible Spending Plans (Medical, Dependent Care, Commuter)
401(k) Plan with Company Match
Company Sponsored Long-Term Disability Coverage
Additional Voluntary Long-Term Disability Coverage
Company Sponsored Group Life/AD&D
Additional Voluntary Life/AD&D
Employee Assistance Program (EAP)
Paid Time Off (paid vacation time, paid sick time, and paid Company holidays)
Educational Assistance
Employee Referral Program
Fitness Membership Discount Program
Credit Union Membership

Risks

Rising interest rates may reduce the volume of commercial real estate deals.
Remote work trend could decrease demand for office spaces.
E-commerce growth challenges demand for traditional retail properties.

Differentiation

Largest firm specializing in real estate investment sales and financing in North America.
Operates over 80 offices with 2,000 professionals in the U.S. and Canada.
Focuses on specialized services tailored to commercial real estate clients' needs.

Upsides

Increased demand for grocery-anchored retail centers boosts transaction opportunities.
Growing interest in high-quality medical properties enhances market appeal.
Significant investment opportunities in North Jersey's multifamily sector.

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