Commercial Real Estate Financial Associate

Overview

Support capital markets team with financial modeling and transaction execution.

Key Responsibilities

• financial modeling
• data room
• market research
• due diligence
• deal documentation
• capital markets

Tasks

-Interface directly with sponsors, lenders and equity providers, alongside senior team members. -Research local real estate markets to identify trends, opportunities, and potential risks. -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. -Build and maintain detailed Excel-based financial models for a variety of asset classes and business plans (development, value-add, stabilized). -Request and coordinate transaction documentation, timelines and maintain data room integrity. -Ensure required closing documentation is posted to internal systems. -Conduct market research and help prepare competitive analysis, supply/demand studies and demographic reports. -Support senior team members in the execution of capital markets assignments, including debt placements and equity raises.

Requirements

• costar
• excel
• argus
• powerpoint
• bachelor's
• 3-5 years

What You Bring

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

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About Marcus & Millichap

-Quickly became a leading real estate investment services firm. -Provides a comprehensive range of services, including property sales, financing, and advisory. -Serves investors, developers, and institutional clients in the real estate market. -With offices nationwide, it offers unmatched local market expertise, enabling clients to capitalize on emerging opportunities. -Known for its sophisticated financial tools, provides tailored solutions for diverse real estate transactions. -Specializes in multifamily, industrial, retail, office, and commercial properties. -Regularly handles high-value transactions, including large portfolio deals and major regional developments. -Earned a reputation for its market intelligence and innovative investment strategies. -Recognized for its commitment to long-term client relationships, helping clients maximize returns on real estate investments.

Sector Specialisms