Tangible Assets - Consultant
CFGI
Commercial Real Estate Finance Associate
Marcus & Millichap
full-time
Posted on:
Origin: • 🇺🇸 United States • Florida
Visit company websiteJob Level
JuniorMid-Level
About the role
- Support senior team members in the execution of capital markets assignments, including debt placements and equity raises.
- Build and maintain detailed Excel-based financial models for a variety of asset classes and business plans (development, value-add, stabilized).
- 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.
- Conduct market research and help prepare competitive analysis, supply/demand studies and demographic reports.
- Research local real estate markets to identify trends, opportunities, and potential risks.
- Request and coordinate transaction documentation, timelines and maintain data room integrity.
- Interface directly with sponsors, lenders and equity providers, alongside senior team members.
- Ensure required closing documentation is posted to internal systems.
Requirements
- 3 to 5 years of commercial real estate experience in advisory, banking, or valuation.
- Bachelor’s degree in finance, economics, accounting or commercial real estate.
- Solid understanding of real estate fundamentals and capital structures.
- Strong financial modeling skills and core competence with Excel and Argus.
- Proficiency with CoStar and other data sources.
- Experience with PowerPoint and other presentation software.
- 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.
- Strong verbal and written communication skills.
- Ability to work independently with a team player attitude.
- Flexible attitude with the ability to handle change effectively.
- Availability for North American travel.
