Commercial Real Estate Financial Associate Director
Marcus & Millichap
Real estate investment services, specializing in property sales, financing, and advisory.
Support capital markets team in CRE financing, modeling, due diligence, and documentation.
7 days ago ago
Intermediate (4-7 years), Junior (1-3 years)
Full Time
Miami, FL
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
financial modeling
capital markets
data room
market research
due diligence
client interface
Build and maintain detailed Excel-based financial models for a variety of asset classes and business plans (development, value-add, stabilized).
Support senior team members in the execution of capital markets assignments, including debt placements and equity raises.
Request and coordinate transaction documentation, timelines and maintain data room integrity.
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.
Interface directly with sponsors, lenders and equity providers, alongside senior team members.
Ensure required closing documentation is posted to internal systems.
Conduct market research and help prepare competitive analysis, supply/demand studies and demographic reports.
Requirements
costar
excel
argus
powerpoint
bachelor’s
4-5 years
Strong verbal and written communication skills.
Ability to work independently with a team player attitude.
Proficiency with CoStar and other data sources.
Flexible attitude with the ability to handle change effectively.
Availability for North American travel.
Bachelor’s degree in finance, economics, accounting or commercial real estate.
Strong financial modeling skills and core competence with Excel and Argus.
Experience with PowerPoint and other presentation software.
4 to 5 years of commercial real estate experience in advisory, banking, or valuation.
Solid understanding of real estate fundamentals and capital structures.
Strong analytical and quantitative skills.
High attention to detail in analytical assessments and valuations.
Ability to manage multiple tasks accurately and productively during time sensitive situations.
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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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