Senior Financial Analyst - Commercial Real Estate at Marcus & Millichap

Oak Brook, Illinois, United States

Marcus & Millichap Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, FinanceIndustries

Requirements

Candidates should possess a Bachelor's Degree in Real Estate, Finance, or a related discipline, or an equivalent combination of education and experience. A minimum of 1-3 years of experience in a financial analysis position is required, with commercial real estate industry experience strongly favored. Intermediate working knowledge of Excel, Outlook, and Word is necessary, and experience with CoStar or similar CRE tools is a significant advantage. Strong analytical, problem-solving, organizational, interpersonal, quantitative, writing, and communication skills are essential, along with the ability to be self-driven, collaborative, and manage time effectively in a deadline-driven environment.

Responsibilities

The Senior Financial Analyst will provide underwriting and analytical support by completing complex financial modeling, pro-formas, and other analyses in Excel. Responsibilities include assisting in the preparation of commercial real estate sales proposals, offering memorandums, and client reports, as well as organizing and reviewing income statements, rent rolls, and lease documents for property valuation. The role involves preparing financial analysis for acquisition/disposition processes, including rent modeling and Cash Flow analysis, and preparing financial or executive summaries for active listings. Analysts will organize and present operating statement analysis, draw objective conclusions, and make recommendations. They will also produce timely and accurate documents and may have direct contact with clients and other brokers.

Skills

Financial Modeling
Pro-formas
Excel
Analytical Skills
Problem-solving
Communication Skills
Organizational Skills
Quantitative Skills
Writing Skills
CoStar

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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