Financial Analyst at Marcus & Millichap in Boston, MA | USD28-33 | Kablio

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Financial Analyst

Marcus & Millichap

Real estate investment services, specializing in property sales, financing, and advisory.

Support CRE brokerage team with financial reporting, deal coordination, and admin tasks.

5 days ago ago

$28 - $33

Junior (1-3 years), Intermediate (4-7 years)

Full Time

Boston, MA

Office Full-Time

Company Size

2,000 Employees

Service Specialisms

Commercial real estate brokerage

Financing

Research services

Advisory services

Sector Specialisms

Multifamily

Retail

Office

Industrial

Special Assets

Commercial Property Auction

Capital Markets & Financing

Loan Sales

Role

Description

market reports

doc management

deal flow

pipeline management

crm management

call lists

Generate market reports
Build and maintain a document management system to be used by the team
Manage deal flow (facilitate the execution of documents when deals are launched and during sale process)
Pipeline management using Marcus & Millichap’s proprietary software
Work with third parties to maintain CRM database of properties and owners. Manage and maintain email database.
Generate call lists as directed

Requirements

constant contact

excel

powerpoint

salesforce

real estate

financial reporting

Experience with Constant Contact is a plus
Highly organized and detail oriented
Microsoft office, with a strong working knowledge of Excel and Power Point
1+ years’ experience
Versatile/flexible with the ability and willingness to take on new responsibilities and tasks as requested
Some facility with database software especially Salesforce is a plus
Real Estate License a plus, but not required
Simple financial reporting
Strong written and verbal communication skills

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

1971

Year Established

The company was established in this year and grew to become a leading real estate firm.

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.

Culture + Values

Entrepreneurial spirit
High standards of performance and integrity
Collaboration and teamwork
Commitment to providing best-in-class services
Continuous innovation
Excellence in client service

Environment + Sustainability

Net-Zero by 2050

Commitment to Carbon Neutrality

Aiming to achieve net-zero emissions, which involves balancing greenhouse gas emissions with carbon emissions removed from the atmosphere.

Focused on energy-efficient practices
Reducing carbon footprint
Prioritize sustainable building practices in real estate investments
Support for projects with environmental certifications (e.g., LEED)

Inclusion & Diversity

Diversity in leadership and talent acquisition
Promoting a culture of respect, fairness, and opportunity
Gender balance in recruitment and retention

Articles

William A. Millichap Fellowship Program

Internship Program