The Role
The Financial Analyst supports the Investment Real Estate Brokerage by performing financial modeling, preparing sales proposals, reviewing income statements, and assisting in property valuation.
Summary Generated by Built In
We are currently seeking a Financial Analyst to support a very active Investment Real Estate Brokerage team in our office in Oak Brook, IL. This role provides underwriting and analytical support in a fast-paced, team-oriented, collaborative environment. Commercial real estate experience is strongly preferred.
Responsibilities
- Complete complex financial modeling, pro-formas, and other analysis in Excel with attention to detail.
- Assist in preparation of commercial real estate sales proposals, offering memorandums and various other types of client reports.
- Organize and review income statements, rent rolls, and lease documents for use in property valuation.
- Assist in acquisition/disposition process by preparing financial analysis, including rent modeling, Cash Flow analysis based on Net Operating Income, Cap Rates, Equity Return, Price per Square Foot, or other methods.
- Prepare financial or executive summaries for all active listings.
- Organize and present operating statement analysis, draw objective conclusions and make recommendations.
- Produce timely and accurate documents including reports, memos, proposals, charts, agreements, presentations, etc.
- From time-to-time, Analyst will have direct contact with clients and other brokers representing prospects.
Experience and Core Skills
- 1-3 years of experience in a financial analysis position
- Experience in a financial analyst environment in the commercial real estate industry is strongly favored.
- Strong analytical and problem-solving ability.
- Experience with CoStar or similar CRE tools is a great advantage.
- Excellent organizational, interpersonal, quantitative, writing and communication skills.
- Self-driven, collaborative, and able to manage time effectively in a deadline-driven environment.
Education
- Bachelor's Degree in Real Estate, Finance, or related discipline or an equivalent combination of education and experience from which comparable knowledge and skills may be acquired.
- Intermediate working knowledge of Excel, Outlook, and Word.
Company Overview
With over 2,000 investment sales and financing professionals located throughout the United States and Canada, Marcus & Millichap (NYSE: MMI) is a leading specialist in commercial real estate investment sales, financing, research and advisory services. Founded in 1971, Marcus & Millichap has perfected a powerful system for marketing properties that combines investment specialization, local market expertise, the industry’s most comprehensive research, state-of-the-art technology, and relationships with the largest pool of qualified investors.
Team Overview
The Sharko | Weisenbeck | Mendoza Group is a team of proven leaders in the sale of retail, medical, and net-leased investment real estate. The SWM Group is highly productive and has completed over 1k transactions totaling over $4 billion in transaction volume. As we remain incredibly active, we are looking to add an ambitious financial analyst to our team to grow with us and contribute to the continued success of the team.
Top Skills
Costar
Excel
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The Company
What We Do
Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year.
Today, we are the industry’s largest firm specializing in real estate investment sales and financing, with over 80 offices and nearly 2,000 investment sales and financing professionals throughout the United States and Canada. In 2021, the firm closed 13,255 transactions with a sales volume of $84.4 billion.
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