Institutional Property Advisors (IPA), a division of Marcus & Millichap, is seeking a dependable individual with prior experience in real estate financial analysis and valuation. This is a full-time position working directly under the top office & industrial investment sales team in the South Bay and/or Orange County Office. Excellent analytical, attention to detail, and professional business writing skills are required. Candidate must have a bachelor’s degree in business, Finance, Real Estate, mathematics, or economics. Superior computer skills are a must; candidate should possess a high comfort level with Microsoft Excel and have general excel financial modeling capabilities.
 
The Financial Analyst will provide financial and analytical support services, which will include preparing proposals/opinions of value, deal transaction management, Argus modeling, performing market research, both in and outside the office in order to evaluate real estate, analyzing comparable properties and sales trends and preparing financial analysis for presentation to clients. Professionalism and attention to detail are musts.
 
The Financial Analyst will be a resourceful contributor to the team who can operate in a fast paced, stressful environment, take direction, and multi-task under tight deadlines. Consistently projecting a friendly and professional demeanor, the Financial Analyst will be responsible for the preparation and analysis of all properties.

Duties will include:

  • Gather and research sales and rent comparables
  • Track market trends, both macro & micro, including rental rates, rental growth, regional/national economic activity, and development
  • Read leases and prepare lease abstracts
  • Prepare financial models for commercial real estate valuation
  • Review financial statements and operating information
  • Assist Marketing Director in preparing marketing and promotional materials
  • Assist Marketing Director in preparation of marketing proposals and meeting presentation materials
  • Assist in 3rd party platform integration
  • Respond to requests for property information
  • Database Management
  • Job Requirements:

  • Bachelor's degree, or higher
  • Financial analysis and underwriting
  • Exceptional analytical skills
  • Exceptional communication skills, both written and verbal
  • Must be highly organized and detail oriented
  • Works well under deadlines
  • Creative self-starter
  • Must be proficient with Microsoft Excel
  • Ability to handle sensitive material and maintain the highest level of confidentiality
  • Have a team-player attitude