Financial Agent

Confirmed live in the last 24 hours

1,001-5,000 employees

Commercial real estate investment sales services

Company Overview

Marcus & Millichap, a leading commercial real estate investment services firm, offers a unique blend of industry expertise, extensive reach with over 80 offices across the U.S. and Canada, and a collaborative sales force dedicated to matching clients' specific investment needs. The company's 50-year track record in creating and preserving wealth for clients speaks to its competitive advantage and industry leadership. Its culture is rooted in tireless dedication to client service, fostering a work environment that values collaboration, growth, and success in the commercial real estate sector.

Real Estate

Company Stage

IPO

Total Funding

$28.1M

Founded

1971

Headquarters

Calabasas, California

Growth & Insights

Headcount

6 month growth

↑ 0%

1 year growth

↓ -1%

2 year growth

↓ -1%

Locations

San Diego, CA, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Salesforce

PowerPoint/Keynote/Slides

Excel/Numbers/Sheets

CategoriesNew

Sales & Account Management

Product

Requirements

Bachelor's Degree in Real Estate, Finance, Accounting or Related Discipline or an equivalent combination of education and work experience
Ability to translate data and information into clear, professional reports and analyses that offer insightful interpretation
Ability to work under deadlines and complete projects on time with accuracy
Strong research and writing skills
Proficient in Excel, Word, PowerPoint, Teams, Salesforce. Argus experience preferred
Must be organized, detail oriented, and on point
Passion for research and mastering repetitive data
Hard working, dependable, and highly ethical
Salesforce and CRE Industry applications such as CoStar are considered a plus

Responsibilities

Interpret data from a variety of sources to assess market's economic environment and to evaluate commercial real estate opportunities and trends
Develop analysis and reports to enhance client understanding of market trends and investment opportunities
Compile and personally verify data from across the country to proactively track ownership, availability, and sale of commercial properties
Grow an accurate and complete database of commercial real estate inventory, conducting multiple daily interviews to brokers, developers, investors, and other real estate professionals to obtain real-time property and transaction data
Dissect trends and collaborate with senior partners to verify data that will help tell the story of a specific market
Develop Cash Flow Projections utilizing Argus AE
Gather and evaluate economic, demographic and real estate market data
Research/Prospecting
Salesforce CRM Database Management
Underwriting in Preparation of a new proposal or offering memorandum
Transaction Coordination

A senior retail agent located in San Diego seeks a FinancialAnalyst possessing the following: Ability to work effectively with all personalities, positive, professional, can-do attitude to assist a highly successful and driven team. Courteous and approachable, able to keep work confidential, able to keep cool in high pressure situations, accept responsibility for and take pride in work output/product while achieving deadlines.

This is a full-time, non-exempt (hourly), in-office position – not remote or work from home.

Responsibilities:

Interpret data from a variety of sources to assess market’s economic environment and to evaluate commercial real estate opportunities and trends
Develop analysis and reports to enhance client understanding of market trends and investment opportunities
Compile and personally verify data from across the country to proactively track ownership, availability, and sale of commercial properties
Grow an accurate and complete database of commercial real estate inventory, conducting multiple daily interviews to brokers, developers, investors, and other real estate professionals to obtain real-time property and transaction data
Dissect trends and collaborate with senior partners to verify data that will help tell the story of a specific market
Develop Cash Flow Projections utilizing Argus AE.
Gather and evaluate economic, demographic and real estate market data.
Research/Prospecting
Salesforce CRM Database Management
Underwriting in Preparation of a new proposal or offering memorandum.
Transaction Coordination

Qualifications:

Bachelor’s Degree in Real Estate, Finance, Accounting or Related Discipline or an equivalent combination of education and work experience.
Ability to translate data and information into clear, professional reports and analyses that offer insightful interpretation
Ability to work under deadlines and complete projects on time with accuracy
Strong research and writing skills
Proficient in Excel, Word, PowerPoint, Teams, Salesforce. Argus experience preferred.
Must be organized, detail oriented, and on point.
Passion for research and mastering repetitive data.
Hard working, dependable, and highly ethical.
Salesforce and CRE Industry applications such as CoStar are considered a plus

Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.

Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.

Marcus & Millichap closes more transactions than any other real estate investment brokerage firm in the nation. In 2022, the firm closed 12,272 transactions with a sales volume of approximately $86.3 billion.

The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers.

Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.