A top Retail team at Marcus & Millichap's Philadelphia is hiring a financial analyst. The Financial Analyst will provide financial and analytical support to a top-performing brokerage team, specializing in multi-tenant and single tenant retail investment properties across the Mid-Atlantic. This role involves underwriting, market research, and preparation of financial analyses. The ideal candidate is detail-oriented, resourceful, and able to thrive in a fast-paced environment.
Team Website: https://www.doughertyteam.com/
Responsibilities
- Financial Analysis & Underwriting
- Underwrite multi-tenant and single tenant retail investment listings, including income and expense analysis and discounted cash flow modeling in Excel.
- Abstract property-related documents such as leases, loan quotes, environmental site assessments, and other deal documentation.
- Evaluate property values and prepare proposals/opinions of value for clients.
- Learn to utilize Argus Enterprise to support valuation and underwriting processes.
- Research & Marketing Analysis
- Conduct in-depth market research on comparable properties, sales trends, and construction pipeline activity.
- Perform market research on tenants, demographics, and location.
- Collect and verify property and market data from online sources and direct outreach to industry contacts.
- Marketing & Client Support
- Review marketing content for sales packages that is both client-focused and research-backed to ensure accuracy.
- Collaborate with the marketing team and operations manager to ensure research and analysis are integrated into offering materials.
- Team Collaboration
- Work closely with a team of eleven, including six agents, a marketing coordinator, an operations/transaction manager, and three Drexel co-ops.
- Provide consistent analytical support to agents on active assignments and new business opportunities.
- Attend deal team meetings to present analyses, discuss assumptions, and contribute to strategy.
- Assist in long-term team projects as directed by senior agents
Qualifications
- Bachelor’s degree in finance, Real Estate, or related field.
- Proficiency in advanced Excel modeling skills (required) and Argus Enterprise (preferred)
- Strong research and analytical abilities with attention to detail.
- Excellent written and verbal communication skills; ability to craft content that is both analytical and client-facing.
- Ability to multi-task and meet tight deadlines in a fast-paced environment.
- Professional demeanor with the ability to communicate effectively with private and institutional clients.
Why Join Us
- Exposure to the fast-paced world of commercial real estate.
- Hands-on experience with high-profile retail properties and investment portfolios.
- Opportunity to work with one of the country’s leading retail investment services platforms.
- Collaborative team environment with significant learning and growth potential
