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Senior Financial Analyst - Commercial Real Estate
Marcus & MillichapOak Brook, United Statesfull_timeVerifiedPosted 26 Sept 2025
About the role
We are currently seeking a Senior Financial Analyst to support a very active Investment Real Estate Brokerage team in our office in Oak Brook, IL. This role provides underwriting and analytical support in a fast-paced, team-oriented, collaborative environment. Commercial real estate experience is strongly preferred.
Responsibilities
- Complete complex financial modeling, pro-formas, and other analysis in Excel with attention to detail.
- Assist in preparation of commercial real estate sales proposals, offering memorandums and various other types of client reports.
- Organize and review income statements, rent rolls, and lease documents for use in property valuation.
- Assist in acquisition/disposition process by preparing financial analysis, including rent modeling, Cash Flow analysis based on Net Operating Income, Cap Rates, Equity Return, Price per Square Foot, or other methods.
- Prepare financial or executive summaries for all active listings.
- Organize and present operating statement analysis, draw objective conclusions and make recommendations.
- Produce timely and accurate documents including reports, memos, proposals, charts, agreements, presentations, etc.
- From time-to-time, Analyst will have direct contact with clients and other brokers representing prospects.
Experience and Core Skills
- 1-3 years of experience in a financial analysis position
- Experience in a financial analyst environment in the commercial real estate industry is strongly favored.
- Strong analytical and problem-solving ability.
- Experience with CoStar or similar CRE tools is a great advantage.
- Excellent organizational, interpersonal, quantitative, writing and communication skills.
- Self-driven, collaborative, and able to manage time effectively in a deadline-driven environment.
Education
- Bachelor's Degree in Real Estate, Finance, or related discipline or an equivalent combination of education and experience from which comparable knowledge and skills may be acquired.
- Intermediate working knowledge of Excel, Outlook, and Word.
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