Financial Analyst

This role supports a top-producing agent team as a Senior Real Estate Investment Analyst, focusing on end-to-end financial analysis and underwriting across an active commercial real estate deal pipeline. The position emphasizes institutional-quality modeling and valuation work to inform pricing, client advisory, marketing initiatives, and transaction execution.

Key Responsibilities

• Lead financial underwriting and investment analysis for properties across the team’s deal pipeline, including cash flow modeling, IRR analysis, cap rate analysis, comparable sales analysis, owner-user analysis, land residual analysis, and sensitivity analysis.
• Review and analyze property financial statements, leases, and supporting documentation to determine underwriting assumptions, modeling approach, scope of analysis, and the timing of financial deliverables.
• Build and maintain sophisticated financial models for single-tenant and multi-tenant retail, office, mixed-use, and redevelopment opportunities.
• Evaluate comparable sales, lease data, market trends, and pricing dynamics across Southern California to support valuation and underwriting assumptions.
• Organize and present analytical findings, draw objective conclusions, and recommend appropriate modeling parameters and assumptions.
• Prepare investment memorandums, marketing copy, financial analyses, and investor presentation materials.
• Maintain underwriting consistency and quality control across all financial deliverables.

Required Qualifications

• 3–7+ years of experience in commercial real estate financial analysis.
• Advanced proficiency in Excel financial modeling, Argus, and CoStar.
• Strong understanding of real estate valuation metrics, including IRR, NPV, cap rates, and DSCR.
• Experience analyzing retail, office, mixed-use, and land development opportunities.
• Ability to interpret property financial statements, leases, and market data to support investment underwriting and valuation analysis.
• Exceptional attention to detail, with the ability to manage multiple assignments and deadlines simultaneously.
• Strong communication, writing, and presentation skills.
• Capability to work under tight deadlines and complete projects on time with accuracy.
• Strong understanding of zoning regulations and municipal ordinances to support financial modeling for development sites and detailed land residual analysis.
• Self-motivated, team-oriented approach with the ability to handle several tasks simultaneously.

Tools and Technologies

Excel, Argus, CoStar

Location and Compensation

• Location: Encino, CA (onsite)
• Compensation: USD 30–40 per hour
• Minimum Experience: 3 years

Why Join This Team

• Work on high-profile commercial real estate opportunities across Southern California.
• Direct exposure to sophisticated private investors, family offices, and institutional capital.
• Join one of Marcus & Millichap’s top-producing investment sales teams.
• Highly entrepreneurial, performance-driven environment with significant opportunity for professional growth.
• Competitive compensation and performance-based incentives.