Financial Analyst at Marcus & Millichap

Denver, Colorado, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Self-StorageIndustries

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field
2+ years of experience in financial analysis or a related role, preferably in real estate
Strong analytical and problem-solving skills
High level of proficiency in Microsoft Excel
Ability to work independently and in a team environment
Proven experience in the valuation of income-producing properties
Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry
Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously
Decision-making capability with thorough understanding of procedures, company policies, and business practices
Excellent written and verbal communication skills with strong attention to detail
Process oriented and organized self-starter with sharp focus on details and awareness of the bigger picture
Creative problem-solving abilities and a sense of personal accountability and urgency for achieving results in a challenging, fast-paced environment

Responsibilities

Analyze financial data, trends, and performance metrics specific to the self-storage industry to provide insights and recommendations
Assist in budgeting, forecasting, and financial planning processes, including revenue optimization for storage unit occupancy
Develop financial models to support business decisions related to pricing strategies, expansion, and operational efficiencies
Prepare reports, dashboards, and presentations for senior management with a focus on self-storage market trends
Conduct variance analysis to identify trends, financial risks, and opportunities within the self-storage sector
Collaborate with cross-functional teams to optimize financial performance and drive growth in storage unit occupancy and revenue
Ensure compliance with financial regulations and company policies
Underwrite self-storage assets using Excel
Analyze, review, and interpret real estate source documents, including operating statements, rent rolls, budgets, loan documents, leases, and other due diligence material
Research market conditions in support of financial underwriting assumptions
Play a role in presenting with lead broker in a formal client setting to audiences with a wide range of financial acumen
Compile and present the results of analyses and effectively address questions
Communicate directly with capital markets professionals, asset managers, leasing brokers, property managers, and clients
Research and comprehend rent and sales comparables using CoStar as part of the valuation process with ability to make cold calls to gather necessary information

Skills

Financial Analysis

Excel

Financial Modeling

Budgeting

Forecasting

Variance Analysis

CoStar

Real Estate Underwriting

Data Analysis

Market Research

Rent Rolls

Operating Statements

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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