What are the responsibilities and job description for the Senior Financial Analyst position at Marcus & Millichap?
Institutional Property Advisors is seeking a Senior Commercial Real Estate Financial Analyst for the retail investment sales team in King of Prussia.
This position will be key in handling assignments ranging from individual asset sales to large portfolio transactions, with responsibilities extending beyond the financial aspects to encompass all phases of the sales process. The ideal candidate will need excellent organizational and management skills, experience in transaction management, a solid understanding of financial and valuation concepts, proficiency with Argus Enterprise, and a strong work ethic with a leadership mindset.
Essential Duties And Responsibilities
This position will be key in handling assignments ranging from individual asset sales to large portfolio transactions, with responsibilities extending beyond the financial aspects to encompass all phases of the sales process. The ideal candidate will need excellent organizational and management skills, experience in transaction management, a solid understanding of financial and valuation concepts, proficiency with Argus Enterprise, and a strong work ethic with a leadership mindset.
Essential Duties And Responsibilities
- Transaction management through proposal and listing cycle
- Lead and collaborate with fellow analysts to efficiently manage property underwritings, reviewing and approving them in a senior capacity before they are submitted to Senior Agents
- Examine, assess, and interpret real estate source documents such as operating statements, rent rolls, budgets, loan documents, leases, and other due diligence materials
- Support in managing the production process of property offering memorandums, which are used to actively market retail assets to the market
- Communicate directly with capital markets professionals, asset managers, leasing brokers, property managers and clients
- Capable of contributing to presentations alongside the lead broker in formal client settings, tailoring the message to audiences with varying levels of financial expertise
- Prepare and present analysis results, addressing questions clearly and effectively
- Identify key property-level financial issues and provide recommendations for improvement
- Develop disposition strategies in conjunction with team members and clients
- Bachelor's degree with high academic achievement in Real Estate, Finance, Accounting, or Economics preferred but not required
- 3 years experience in a commercial real estate position in brokerage, appraisal, or for an ownership group, with a focus on retail shopping centers preferred
- Proven experience in abstracting leases and the valuation of income-producing properties is mandatory
- High level of proficiency in Microsoft Excel. Working knowledge of Argus Enterprise required
- Excellent quantitative and analytical skills in combination with outstanding communication skills (both oral and written)
- Strong interpersonal and organizational skills, with the ability to manage multiple projects at once, maintaining a keen attention to detail while also staying focused on the bigger picture
- Ability to work successfully with “Type A” personalities
- Be able to effectively work within a team and with all levels of personnel
- Strong creative problem-solving skills, with a sense of personal accountability and urgency to achieve results in a fast-paced, challenging environment
