The Role
The Financial Analyst will support a brokerage team by conducting financial analysis, underwriting, market research, and preparing financial reports for retail investment properties.
Summary Generated by Built In
A top Retail team at Marcus & Millichap's Philadelphia is hiring a financial analyst. The Financial Analyst will provide financial and analytical support to a top-performing brokerage team, specializing in multi-tenant and single tenant retail investment properties across the Mid-Atlantic. This role involves underwriting, market research, and preparation of financial analyses. The ideal candidate is detail-oriented, resourceful, and able to thrive in a fast-paced environment.
Team Website: https://www.doughertyteam.com/
Responsibilities:
- Financial Analysis & Underwriting
- Underwrite multi-tenant and single tenant retail investment listings, including income and expense analysis and discounted cash flow modeling in Excel.
- Abstract property-related documents such as leases, loan quotes, environmental site assessments, and other deal documentation.
- Evaluate property values and prepare proposals/opinions of value for clients.
- Learn to utilize Argus Enterprise to support valuation and underwriting processes.
- Research & Marketing Analysis
- Conduct in-depth market research on comparable properties, sales trends, and construction pipeline activity.
- Perform market research on tenants, demographics, and location.
- Collect and verify property and market data from online sources and direct outreach to industry contacts.
- Marketing & Client Support
- Review marketing content for sales packages that is both client-focused and research-backed to ensure accuracy.
- Collaborate with the marketing team and operations manager to ensure research and analysis are integrated into offering materials.
- Team Collaboration
- Work closely with a team of eleven, including six agents, a marketing coordinator, an operations/transaction manager, and three Drexel co-ops.
- Provide consistent analytical support to agents on active assignments and new business opportunities.
- Attend deal team meetings to present analyses, discuss assumptions, and contribute to strategy.
- Assist in long-term team projects as directed by senior agents
Qualifications:
- Bachelor’s degree in finance, Real Estate, or related field.
- Proficiency in advanced Excel modeling skills (required) and Argus Enterprise (preferred)
- Strong research and analytical abilities with attention to detail.
- Excellent written and verbal communication skills; ability to craft content that is both analytical and client-facing.
- Ability to multi-task and meet tight deadlines in a fast-paced environment.
- Professional demeanor with the ability to communicate effectively with private and institutional clients.
Why Join Us
- Exposure to the fast-paced world of commercial real estate.
- Hands-on experience with high-profile retail properties and investment portfolios.
- Opportunity to work with one of the country’s leading retail investment services platforms.
- Collaborative team environment with significant learning and growth potential
Top Skills
Argus Enterprise
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.
