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Financial Analyst - Real Estate Valuation And Advisory Services - Multiple Locations-logo
Financial Analyst - Real Estate Valuation And Advisory Services - Multiple Locations
Houlihan LokeyDallas, TX
Business Unit: Financial and Valuation Advisory Industry: Generalist/REVS Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial Valuation and Advisory Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2021, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Real Estate Valuation and Advisory Services Houlihan Lokey's Real Estate Valuation and Advisory Services practice (REVS) brings dedicated expertise to the unique challenges inherent in valuing real estate assets. Our seasoned team of real estate professionals has a distinguished history of valuing real estate companies and their underlying securities, large real estate portfolios, and individual properties. The group is composed of credentialed industry professionals who hold the MAI designation awarded by the Appraisal Institute, Certified Public Accountants, as well as Accredited Senior Appraisers of the American Society of Appraisers (ASA) and professional members of the Royal Institute of Chartered Surveyors (MRICS and FRICS). Our capabilities go far beyond appraisal, with our REVS team regularly working alongside our Real Estate, Lodging & Leisure Group (Corporate Finance/ Restructuring) to provide distinctive expertise in transaction execution. Such market intelligence empowers our REVS team to deliver real-time insight based on real-world transactional experience. Job Description Our Real Estate Valuation and Advisory Services (REVS) team is recruiting for a new Financial Analyst. We have availability in our Los Angeles, Chicago, Dallas, and New York offices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources. The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, often in connection with high profile real estate transactions. You will work with many leading REITs, real estate private equity firms, and real estate operators, analyzing and valuing their investments for a variety of purposes. The Financial Analyst will work with a highly talented and dedicated staff of professionals who will give broad exposure to the many different issues and concerns affecting real estate businesses and investors today. The environment at Houlihan Lokey is collegial and entrepreneurial and rewards Financial Analysts with substantial responsibility and interaction with senior-level professionals. Responsibilities & Deliverables: Work alongside Analysts, Associates, and Officers valuing commercial real estate investments across various asset classes (multifamily, retail, industrial, hospitality, and more). Be actively involved in various client engagements, including valuation and advisory work related to investor and financial reporting, due diligence, and transaction opinions. Collect, manipulate, and analyze property, market and financial data. Acquire knowledge of the use and capabilities of subscription data sources and software, including Costar, REIS, Green Street, Real Capital Analytics, Marshall Valuation Services, ARGUS, etc. Analyze historic property operating statements and analyze leases. Assist Associates and Officers in the preparation of complex cash flow models using Excel and/or ARGUS software, including analyzing available data to estimate revenues, costs, and rates of return. Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations. Prepare reports and presentations to team and clients, including graphic and written sections. Assist in marketing pitches, real estate thought leadership articles, and other ad-hoc duties. Basic Qualifications 1-3 years of real estate industry experience, with a preference towards direct real estate valuation experience demonstrating analytical capabilities. A strong interest in real estate advisory work (ie, valuation consulting). Preferred Qualifications Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Analysts are given substantial responsibility and are encouraged to help us grow our business. The ideal candidate should be motivated, creative, outgoing, and possess strong financial analysis skills. Undergraduate coursework in real estate finance, real estate valuation, or related fields Knowledge of real estate valuation theory, methodologies, and applications Strong analytical abilities Proficiency with Excel (particularly modeling skills, writing macros, etc.) and PowerPoint Experience in ARGUS is strongly preferred Excellent verbal and written communication skills Strong work ethic and attention to detail Ability to multi-task and work in a fast-paced environment Excellent organizational, problem solving and communication skills Possession of or progress towards real estate industry certification licenses, such as MAI, CCIM, certified general real estate appraiser CPA, CFA or other financial credential a plus Willingness to travel We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$125,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114793

Posted 3 weeks ago

Commercial Real Estate Finance Attorney-logo
Commercial Real Estate Finance Attorney
US BankAtlanta, GA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The U.S. Bank Law Division is seeking an experienced commercial real estate finance attorney to provide legal support for our Commercial Real Estate (CRE) business. CRE provides acquisition financing, construction, bridge and term loans, subscription facilities and other corporate facilities and products to clients that include commercial real estate developers, owners, operators, investors and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and other internal partners. In addition, this attorney will join a broader team of dynamic, diverse, and collaborative legal professionals supporting all of U.S. Bank's commercial lending activities. This is a rare opportunity to work with an extraordinary group of legal and business professionals in an innovative and fast-paced environment. Primary Responsibilities Provide legal support to the relationship management, portfolio management, and loan administration teams for all business lines within CRE. Draft and maintain form loan documents for outside counsel use, including bilateral and syndicated forms. Develop templates and procedures for internal use related to structuring, due diligence, documenting and administering CRE transactions. Engage with and manage outside legal counsel, to create collaborative relationships and help ensure effective and efficient legal representation. Assist in enhancing the legal infrastructure of CRE, driving consistency across CRE business lines, and establishing operational guidance and process improvements. Collaborate with other members of the U.S. Bank Law Division and business teams in Wealth Corporate, Commercial and Institutional Banking and across the enterprise. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Basic Qualifications Licensed by and in good standing with the appropriate state bar association or other appropriate state attorney licensing authority Preferred Skills/Experience Five or more years' experience practicing law in a law firm, in-house legal department, or (preferably) a combination of both: Law firm experience leading complex real estate transactions, including construction and syndicated loans, as outside counsel for a regulated financial institution. In-house experience supporting commercial real estate lending businesses at a regulated financial institution. Robust technical knowledge of commercial real estate lending issues including title insurance and survey, leasing, zoning, environmental, insurance, construction disbursement, recourse and non-recourse structures, syndication and market standards. Strong drafting, negotiating, issue-spotting and risk identification skills. Strong legal and business judgment and ability to work independently. Demonstrated ability to anticipate the needs of the business, and balance competing interests to offer solutions and effectively deliver results. Exceptional advocacy and oral and written communication skills, with both legal and business audiences of all levels and backgrounds. Demonstrated ability to work independently in a fast-paced environment and simultaneously manage a wide range of transactions and projects. Demonstrated ability to develop trusting relationships with internal clients, outside counsel, and other internal stakeholders such as credit, operations, compliance, and risk functions and to resolve issues across organizational borders. Experience with HVCRE, flood, FIRREA, interest rate hedging and other regulations impacting real estate finance. Experience with lending to REITS, REIFS, agency warehouse lending or subscription lines. Experience with business line and outside counsel training. Demonstrated commitment to service of the community and profession (e.g. mentorship, pro bono, participation in professional organizations). We are proud that U.S. Bank has been recognized as a World's Most Ethical Company by the Ethisphere Institute and has been named the #1 Most Admired Superregional Bank by Fortune magazine. Successful candidates for a position in the U.S. Bank Law Division support U.S. Bank's core values, which guide what we do every day: We do the right thing. We power potential. We stay a step ahead. We draw strength from diversity. We put people first. In the U.S. Bank Law Division, we honor those values through our mission: "we guide our clients to remarkable results with expert legal counsel and ethical leadership." Our commitment is evident in the work we do, not only for the Bank, but for our communities. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role. In addition, the Law Division has been recognized for its leadership and engagement in Diversity, Equity, and Inclusion initiatives. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

Commercial Real Estate Agent-logo
Commercial Real Estate Agent
Marcus And MillichapSalt Lake City, UT
Marcus & Millichap is the industry's largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. We currently have established teams that are setting new records and looking to expand. Our Salt Lake City office is growing and looking to hire qualified and competitive Commercial Real Estate Agents for our team. This lucrative career is tailored for very determined, energetic, and friendly candidates with a track record of getting done what most cannot. We provide a secure, stable yet entrepreneurial environment engineered to promote growth and performance. Our proven process for training, mentoring, and selling commercial real estate sets us apart. We hire diverse individuals and are now seeking the right person to become part of a successful team. Applicants should have an accomplished background which includes sales or commercial real estate and a track record of following direction, demonstrating entrepreneurial drive and success through perseverance. Are you the right person to push the team to new highs? Our Environment We offer a 'Work Family' environment that values loyalty, diversity, and professionalism. Most adopt a work hard, play hard mentality while others enjoy a work | life balance. Most of our experienced local teams have been with the firm for over 10 years and contribute to a fun and lively culture that aligns with the office. Our Services Marcus & Millichap closes 4.5 transactions every business hour - more than any other real estate investment brokerage firm in the nation. Marcus & Millichap closes more transactions than any other real estate investment brokerage firm in the nation. In 2023, the firm closed 8,297 transactions with a sales volume of approximately $48 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. A day in the life of our agents often includes: Researching ownership records, market data and industry trends Prospecting new client relationships and referral sources Attending networking and industry events Presenting marketing proposals to clients Negotiating exclusive listing agreements Marketing exclusive listings to qualified buyers and negotiating offers Advising clients on their individualized real estate investment strategies The traits of those that have a high likelihood of having success and fulfillment: Competitive- Athletes, top performers and competitive students, those that seek leadership positions and excelled. High Capacity- Ability to dynamically think, learn, and problem solve. Coachability- Individuals who possess a student mentality with a strong desire to implement what was learned. Commitment- Constantly seeking ways to improve with a vision towards long-term success. Communication Skills- All different types of communicators can succeed, but must be highly effective at communicating with your communication type and others. Drive- Need to move forward. Urgency- Always thinking in 'future' terms. What you can expect when you join: Training- Our nationally recognized training program prepares newer team members for their career in commercial real estate. Our training is thorough and covers real estate sales, with lots of discussion, online work, role playing and analysis. For experienced professionals, our program will enhance your existing skills. Mentorship- Our mentorship program enables new agents to learn from the best in the business in personal, one-on-one relationships. Coaching- Our continuous development coaching is considered the best in the industry. Weekly coaching is provided in a small group setting by experienced managers. Earning Potential- Marcus & Millichap closes 4.5 transactions every business hour - more than any other investment brokerage firm in the nation. Culture- We are a culture of enterprising, charismatic salespeople, all driven towards the same goals. Collaboration- MNet, our proprietary listing system, offers our agents the ability to view all active listings within the firm, and bring qualified buyers to any of our 3,000+ listings across the nation. This culture of collaboration and information sharing is a founding principal of the firm. Growth- Many of our top agents, regional managers, and executives began their careers as new agents at Marcus & Millichap. If you are searching for a long-term career, you should consider us. Requirements: Bachelor's or associate degree Excellent communication skills Entrepreneurial drive Ability to make and keep relationships in the market Strong computer skills Track record of success: sports, personal achievements, or leadership roles Insatiable curiosity Desire to be on a team of positive, success-minded individuals 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 1,700 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 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 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.

Posted 3 weeks ago

T
Commercial Real Estate Team Lead
The Freedom Bank Of VirginiaFairfax, VA
Description Plans, directs, organizes, and carries out growth strategies in Commercial Real Estate segment. Responsible for all facets of commercial banking including advice, lending, treasury services, financial services, and mortgage. Responsible for portfolio soundness, profitability and growth and the development of sales strategies and tactics to best serve clients in commercial and investor residential real estate segment. Active in visible industry trade groups or community organizations to elevate the bank's brand and be the face of Freedom Bank in real estate industry. Recommends operational processes and reports industry or market trends. Leads the development of strategy for commercial real estate segment in partnership with the CEO. Also responsible for retention and expansion of existing client relationships, growth of total client assets, and net growth in relationships. Takes the lead in planning business goals for the bank in Commercial Real Estate, particularly those relating to lending, treasury services and other revenue generating products Prepares a business plan and operating budget annually and monitors actual versus planned results Formulates and implements lending and treasury services products and procedures within commercial in investor residential real estate segment Serves as senior client manager on key relationships and transactions for clients to ensure successful completion and management of bank risk and return Actively participates and fosters strong ties to appropriate industry trade organizations or high profile community groups to build the bank's brand and cultivate business development leads Oversees the leadership and manages activities of all Commercial Real Estate personnel Is a member of senior management team and participates, as required, in board meetings, loan committees and corporate planning activities Makes recommendations regarding new and existing lending and treasury services products and pricing tactics Maintains accountability for loan risk ratings, delinquency and loan loss ratios within the objectives of the strategic plan Facilitates the training, career counseling/development, and coaching of all staff in Commercial Real Estate segment Acquires and maintains the necessary working knowledge of Federal and State laws and regulations in order to ensure compliance when selling Bank services and products. Requirements Must have a four-year degree in Business, Finance or a related field of study. Master's Degree is preferred Must have 5 -7 years in a senior management position with experience in financial lending and expertise in all aspects of consumer, commercial and mortgage lending and member servicing Must have a strong record of client development and industry or market leadership experience Excellent analytical skills Strong supervisory, team management, and leadership skills Excellent communication and presentation skills

Posted 3 weeks ago

Associate, Client Accounting Services-Real Estate-logo
Associate, Client Accounting Services-Real Estate
Baker Tilly Virchow Krause, LLPHouston, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: It's an exciting time to join Baker Tilly! We are looking for a Property Accountant to join our Client Accounting Services (CAS) - Real Estate Advisory Practice. The Client Accounting Services Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team. In this role, you will work closely with Partners and Managers servicing existing clients to deliver client deliverables and advisory services such as: Work effectively with property management teams to facilitate accurate entries at the property level Review of monthly financial reporting at the property level Prepare timely and accurate entries for month-end close Help lead best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, timely, professional, and accurate Prepare monthly, quarterly and annual financial reports and workpapers Handle day-to-day general accounting tasks, ensuring accuracy and compliance with accounting standards Manage treasury-related activities such as lender/investor reporting and cash analysis and distributions to owners; as well as monthly bank reconciliations Research and assess all vendor payments to ensure they are properly coded prior to payment Analyze and prepare depreciation and fixed asset schedules on a monthly basis Assist with internal and external audit requests Assist with ad-hoc projects as needed Qualifications Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted Two (2) plus years of progressively responsible experience in professional accounting functions Experience in real estate property accounting Experience using Yardi Voyager Solid understanding of Generally Accepted Accounting Principles (GAAP) Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook Ability to provide exceptional client service with a high professional demeanor and ability to handle matters confidentially Ability to work in a cross-functional, rapidly changing, deadline driven environment serving multiple clients Strong written and verbal communication skills; able to effectively communicate with all levels including clients, team members and team leadership Strong attention to detail and focus on accuracy Excellent organization and time management skills The compensation range for this role is $53,100 to $100,680. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-AB1 #LI-Hybrid

Posted 3 weeks ago

Commercial Real Estate Agent - July 2025-logo
Commercial Real Estate Agent - July 2025
Marcus and MillichapAustin, TX
A leading international brokerage firm specializing in selling investment real estate is expanding. This investment sales position is tailored to competitive individuals drawn to unlimited earning potential. We provide an entrepreneurial environment engineered to promote growth and performance. Our proven process for training, mentoring and selling real estate sets us apart. We hire diverse individuals and are now seeking the right person to become the market leader by joining our Austin team. Applicants should have an accomplished background of sales or commercial real estate experience. Environment- Fun, hardworking likeminded individuals led by non-competing management We offer a 'Work Family' environment that values loyalty, diversity and professionalism. Many adopt a work hard, play hard mentality while others enjoy a work | life balance. Most of our experienced local teams have been with the firm for over 10 years and contribute to a fun lively culture. Our Services- Learn modern sales techniques that have proven results Marcus & Millichap closes 4.5 transactions every business hour - more than any other real estate investment brokerage firm in the nation. In 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 billion. The firm has a proprietary internal 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; state-of-the-art technology that matches buyers and sellers; and a non-compete management team that trains, coaches and supports its agents. A day in the life of one of our Agents often includes: Following the roadmap supplied by mentors and our training program in an entrepreneurial and at times - independent autonomous manner. Participating in best-in-class training and ongoing skills-development workshops Contacting and advising clients, companies, and institutions in the development and execution of their individualized real estate investment strategies Preparing thoughtful analyses of clients' properties, including opinions of value, market comparables, and research Researching the local market and staying up to date on industry trends Marketing investment real estate internally, externally, and to clients who are active investors Collaborating with Senior Agents to achieve business and career goals with a clear "pathway to growth". Networking with other industry professionals The traits of those that have a high likelihood of having success and fulfillment Competitive- Athletes, top students, those who seek leadership positions, and those who excel High Capacity- Ability to dynamically think, learn, and problem solve Coachability- Individuals with a student mentality who strongly desire to implement what was learned. Commitment- Constantly seeking ways to improve with a vision towards long-term success. Communication Skills- All different types of communicators can succeed, but must be highly effective at their type. Drive- Need to move forward. Urgency- Always thinking in 'future' terms 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 1,700 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 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 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.

Posted 3 weeks ago

Financial Services Tax - Real Estate Senior Associate-logo
Financial Services Tax - Real Estate Senior Associate
PwCPittsburgh, PA
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency. Responsibilities Drive impact through digitization and automation Address complex tax-related challenges Mentor and support junior colleagues Establish and maintain client relationships Develop a thorough understanding of business contexts Manage and navigate complex tax scenarios Enhance personal brand and technical knowledge Uphold exceptional professional and technical standards What You Must Have Bachelor's Degree in Accounting 2 years of experience Job seekers need to demonstrate the minimum requirements are met for CPA licensure per respective state regulations What Sets You Apart Innovating through new and existing technologies Experimenting with digitization solutions Working with large, complex data sets Building models and leveraging data visualization tools Exposure to pricing and client worth Reviewing contracts and finding new pricing options CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the Bar Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Financial Services Tax - Real Estate Senior Manager-logo
Financial Services Tax - Real Estate Senior Manager
PwCAlbany, NY
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead and manage large-scale projects to achieve successful outcomes Innovate and streamline processes to enhance efficiency and effectiveness Maintain exceptional standards of operational excellence in every activity Interact with clients at a senior level to drive project success Build trust with multi-level teams and stakeholders through open communication Motivate and coach teams to solve complex problems Serve as a strategic advisor, leveraging specialized knowledge and industry trends Provide strategic input into the firm's business strategies What You Must Have Bachelor's Degree in Accounting 5 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart In-depth knowledge of tax compliance for REITs Knowledge of partnership structures and tax liabilities Technical skills in real estate tax services Building and utilizing networks of client relationships Managing resource requirements and project workflow Creating an atmosphere of trust in teams Developing new relationships and selling new services Innovating through new and existing technologies Utilizing digitization tools to enhance engagements Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Real Estate Agent - Batavia/Geneva/St Charles-logo
Real Estate Agent - Batavia/Geneva/St Charles
RedfinDowners Grove, IL
Join the ranks of Redfin's top-producing real estate agents and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 The compensation information below is provided in compliance with all applicable disclosure requirements. Total Earnings Range: $0.00 - 0.00, comprised of a Base Pay Range of $0.00 - 0.00 and additional variable compensation. Total Earnings will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operational business needs. Compensation may also include other bonuses and equity. We offer a generous benefits package including flexible vacation that supports the importance of time away from work for rest and relaxation, paid parental leave, sick leave (accrued at 1 hour for every 30 hours worked), medical, dental, and vision insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, Employee Assistance Programs, and 401(k) employer match. Redfin is an equal opportunity employer committed to hiring a diverse workforce. A diverse, inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibit discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Philadelphia applicants can access a copy of Philadelphia Fair Criminal Records Screening Standards ordinance poster here. Redfin accepts applications on an ongoing basis.

Posted 3 weeks ago

Financial Services Tax - Real Estate Manager-logo
Financial Services Tax - Real Estate Manager
PwCBuffalo, NY
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Thorough knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts and Real Estate Partnerships. Considerable knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Financial Services Tax - Real Estate Manager-logo
Financial Services Tax - Real Estate Manager
PwCMilwaukee, WI
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Thorough knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts and Real Estate Partnerships. Considerable knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

T
Production Transaction Manager - Grandbridge Real Estate Capital
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Support Coverage Bankers in processing all potential loans (both agency and non-agency execution). Manage the analyst pool to sufficiently train and develop them along with a managing their workload. This will include, but not be limited to, design and advocacy for a competitive bridge loan vehicle. This product, offered through Truist Financial Corporation and in partnership with Grandbridge Real Estate Capital, will focus on "bridge-to-Agency" executions for clients of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National Real Estate team, and the Truist Community Capital team. These loans will be underwritten with intended repayment from permanent financing provided by Fannie Mae, Freddie Mac, or FHA/HUD. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Assist in all aspects of loan executions both agency and non-agency. Solid understanding and experience in commercial real estate and/or commercial real estate finance. On ALL transactions act as the primary point of contact for Coverage Bankers, evaluating the loan opportunity to assess if the loan is Agency eligible or not. For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction. For Non-Agency execution: TM will work closely with Coverage Banker, Head of Production and FCS Team to determine the best source of capital. Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions. Work with Coverage Banker and Analysts to maintain client/pipeline data in Salesforce. charged with driving revenue through the origination of balance sheet loans from various lines of business within Truist Wholesale. This is a product role that requires close coordination and partnership with the primary relationship bankers for this client set, as well as with the underwriting, syndications, legal, and risk teams. Areas of emphasis include structuring large, complex transactions where the Bank is, or seeks to be, in a leadership capacity. This role serves in an advisory capacity to our clients on capital structure, deal structure, and optimal execution. Preparing marketing materials and advising our Truist partners on debt product solutions are key components of the role, as is partnership with the coverage teams of CRE in structuring and executing short term bridge financing. This role will serve as the external point of contact for the Truist client set desiring short-term financing with an intended GSE repayment, as well as a primary internal point of contact in early-stage opportunity vetting and in liaising with the transaction underwriters and approvers for ultimate execution. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in business, or equivalent education and related training. Five years of relevant experience within the commercial real estate finance industry. Excellent written and verbal communication skills. Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. Excellent organizational skills, attention to detail and drive to succeed. Ability to organize, direct and motivate others. Ability to meet deadlines. Capability to simultaneously handle a variety of assignments. Ability to travel, including overnight. Preferred Qualifications: Master of Business Administration (MBA) or Master's degree in Finance or Real Estate. Proficiency in Salesforce, CoStar, Trepp and Argus. Deep understanding of Fannie Mae and Freddie Mac lending programs. #Dallas #Atlanta #Charlotte General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Real Estate Inside Sales Advisor - DMV-logo
Real Estate Inside Sales Advisor - DMV
RedfinSilver Spring, MD
As a member of the Redfin Sales Support team, you'll be the first point of contact for potential customers via phone, text, or email and educate them about the benefits of working with Redfin to buy or sell a home. From our cutting-edge technology to our in-depth training and supportive team environment, we've got you covered. Your love of real estate and ability to quickly gain a customer's confidence over the phone will be key to your success. In applicable markets, you may also work with customers requesting a cash offer. Day-to-day responsibilities: You are the first voice of Redfin and responsible for earning a customer's business by guiding them to the best solution You will work from a customer queue, handling live phone calls and inquiries created from the website and app Be an expert on all of Redfin's real estate products and services and advise customers to clear next steps Match prospective customers with a local Redfin Agent for a home tour, buyer's consultation, or listing consultation Qualifications: Active real estate license required. Find out how to get one here: www.redfin.com/guides/how-to-become-a-real-estate-agent Previous inside sales experience preferred; will also consider customer service or real estate, or other sales experience Real estate transaction experience preferred Strong multitasking skills Clear and concise verbal and written communication Experience using a Customer Relationship Management (CRM) system is preferred Microsoft Office or Google Suite experience a plus Schedule: Friday through Monday, 9:00 AM to 8:00 PM Eastern Time Compensation: Competitive hourly wage with uncapped bonus potential based on the number of new customers you create Industry-leading benefits, including: Three weeks of paid vacation, plus paid parental leave, sick leave & flex days Choose from various full-family medical, dental, and vision plans with low out-of-pocket expenses REALTOR association, MLS dues, and state license fees reimbursed 401(k) and Employee Stock Purchase Plan Career development: Comprehensive in-person and virtual training A management team invested in your growth and success Growth opportunities to move into other positions at Redfin (including management-level roles, if qualified). About Redfin: Our mission is to redefine real estate in the consumer's favor. As a full-service brokerage with the most-visited nationwide brokerage website, we combine our own technology and real estate agents to make buying or selling a home faster, easier, and more efficient. We believe real estate can be better-for customers, for agents, for everyone. The compensation information below is provided in compliance with all applicable disclosure requirements. Base Pay Range: $20.90 - 31.30. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operational business needs. Compensation may also include bonuses and equity. We offer a generous benefits package including flexible vacation that supports the importance of time away from work for rest and relaxation, paid parental leave, sick leave (accrued at 1 hour for every 30 hours worked), medical, dental, and vision insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, Employee Assistance Programs, and 401(k) employer match. Redfin is an equal opportunity employer committed to hiring a diverse workforce. A diverse, inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibit discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Philadelphia applicants can access a copy of Philadelphia Fair Criminal Records Screening Standards ordinance poster here. Redfin accepts applications on an ongoing basis.

Posted 30+ days ago

Financial Services Tax - Real Estate Manager-logo
Financial Services Tax - Real Estate Manager
PwCMontpelier, VT
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Thorough knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts and Real Estate Partnerships. Considerable knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

F
Investment Real Estate Underwriting Portfolio Manager 2
First National Bank (Fnb Corp.)Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Investment Real Estate Underwriting Portfolio Manager 2 Business Unit: Credit Reports to: Investment Real Estate Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Acts as a mentor to junior team members. The incumbent typically works on loans/portfolios of medium complexity as the incumbent's work requires some oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Investment Real Estate portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and heightened regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including construction loans and related monitoring, multi-level capital structures, and/or large developments while demonstrating excellent communication skills in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Acts as a mentor to junior Underwriting Portfolio Managers. Effectively present proposed credit actions in written analysis document and as necessary, verbally in various committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of Investment Real Estate lending, underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Compensation Grade: EXT09 Pay Range: $67,002.00 - $126,516.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 3 weeks ago

Director, Real Estate Investor Relations-logo
Director, Real Estate Investor Relations
ManulifeNew York, NY
Manulife Private Markets is a $118B investment platform, offering strategies in Private Equity, Private Credit, Real Estate, Infrastructure, Timber and Agriculture. Our success in private assets has been driven by a long-term focus, a risk-conscious investment philosophy and in-house sector expertise. We look to innovate and be a global leader across private markets! We are committed to our clients' success and have a long history of being responsible stewards of their capital across a diverse range of private assets, often investing in our private markets' products alongside our clients. Manulife Investment Management Real Estate (Real Estate) The Manulife Real Estate group represents over 95 years of experience through the acquisition, development, ownership, and asset management of a multi-billion-dollar global real estate portfolio. Our real estate platform has a strong reputation in the market, handling approximately US$40 billion of assets (as of June 2025) across both equity and debt. The Manulife real estate equity business provides investment management services for a diverse set of clients across the risk spectrum through our commingled funds or separately handled accounts with a focus on major property types and geographies. The Opportunity In a role that is critical to the success of real estate investor relations and capital formation efforts globally, we are seeking a highly motivated individual who can work well in a team environment and can support our overall investor relations efforts and contribute to capital formation and client strategy. The role will plan and manage investor calls, meetings, project management, database management, technical editing/writing, research outputs and data analysis. The ideal candidate will have experience in the real estate industry with a strong desire to build a world class real estate investment management business. They will have had experience supporting and building plans for capital raising, project management, limited partner outreach and overall investor relations support. They should be proactive and effective in working in a fast paced, deadline driven environment, and can build partnerships cross-functionally. The successful candidate will demonstrate a combination of outstanding communication and relationship-building skills, as well as robust processes for monitoring, tracking, and driving all aspects of fund formation and investor relations activities. Business maturity is a critical element to the chance to lead important client results with customized precision and within timelines. Reporting directly to a Senior Managing Director, the candidate will also work with Directors within Private Markets and the real assets Business Development and Investor Relations team ("BDIR"). Position Responsibilities: Establishing relationships with existing clients and their consultants to effectively serve as a "go to" resource for their client service needs. Assist senior real estate leadership engrain institutional processes to client engagements broadly through pitches, onboarding, project management, capital analysis and research reporting. Coordinate all aspects of investor experience including reporting, annual portfolio reviews, quarterly calls, Annual General Meetings, and communication processes working in partnership with investment teams, portfolio management, and each of the investment, finance/operations and legal/compliance teams. Respond to client and prospect questions directly and help to manage data requests. Will include preparing materials for client portfolio reviews, annual meetings and investment offering materials in partnership with Private Markets team members. Contribute to and coordinate the RFP/RFI process for real estate strategies with BDIR and the investment teams, and Private Markets Distribution Services. Participate in the content review process as a technical editor. Suggest edits for improved readability and ask for clarification where descriptions are unclear. Expand the knowledgebase by working on new content and developing new responses as needed. Maintain a solid understanding of the existing client-side letters and strategy terms. Help drive investor research strategy, manage and coordinate the aggregation of data for each real estate investment strategies in partnership with the investment, finance/operations and Private Markets team members. Supervising the organization of and updates to the virtual data rooms for capital formation. Salesforce CRM responsibilities include contributing to database updates, maintaining opportunity tracking, running queries, and inputting client information. Assist in marketing strategy design and execution, including but not limited to, the coordination of mailings, email communications and distribution lists with BDIR and Private Markets Marketing. Support the development and implementation of systems, processes and controls to support the global data management process. Assist with strategic capital raising and capital management initiatives as well as frequent ad hoc requests as needed. Required Qualifications: Bachelor's degree with a major in business, finance, with a preference for an MBA, CFA, CAIA or working towards one of these degrees/designations. Minimum of 5-7 years' experience within investment management including direct client service and engagement, and marketing support responsibility. Knowledge of alternative asset classes, with a desire for understanding of real estate debt, equity and investment management. A firm grasp of investment strategy and financial analysis and genuine curiosity about real estate is highly desirable. Strong analytical skills with ability to manage and manipulate data. Experience with an RFP, Consultant Database, Marketing, Operations, Product or Compliance team preferred. With an attention to detail, comfortable editing written pieces for readability, style and grammar. Strong organizational and project management skills commensurate with prioritizing, managing and completing multiple projects and deadlines concurrently. Detail oriented and creative. Willing to approach problem solving with openness and an understanding of others' perspectives with the goal of working towards an effective solution. A team-oriented style - assisting peers on an as-needed basis to smooth out workloads, as well as chipping in to overall real estate projects Flexible work attitude: rearranging priorities as required. Ability to travel within the US and internationally. Willingness to obtain Series 7 and Series 63 licensing When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-WAM About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html . Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com. Referenced Salary Location Los Angeles, California Working Arrangement Hybrid Salary range is expected to be between $168,000.00 USD - $288,000.00 USD If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)

Posted 4 days ago

Commercial Real Estate Credit Analyst-logo
Commercial Real Estate Credit Analyst
US BankAtlanta, GA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Commercial Real Estate Credit Analyst supports Relationship Managers and Portfolio Managers to manage an assigned portfolio of customer relationships. Position Highlights Overseeing accurate and consistent financial statements spreads, quarterly trend analyses, quarterly monitoring reports and covenant tests in accordance with bank spreading standards and credit policies Analyzing financial data and preparing comprehensive written analyses, analyzing portfolio credit quality and assisting with industry sector reviews Assisting Portfolio Managers in preparing and presenting credit requests for Credit Approval Basic Qualifications Bachelor's degree, or equivalent work experience One to three years of experience in a finance/analytical related role Preferred Skills and Qualifications Background in economics, accounting, and/or finance and ability to apply knowledge in those areas to understanding the overall lending and business environment Effective analytical and technical report writing skills Effective verbal and written communication skills Ability to work independently performing financial analyses as a first line of defense and communicate potential issues Hybrid/flexible schedule The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,530.00 - $101,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 weeks ago

Senior Account Manager - Business Insurance (Real Estate)-logo
Senior Account Manager - Business Insurance (Real Estate)
Clark InsuranceSchaumburg, IL
Company: Marsh McLennan Agency Description: Job Description For Posting About Marsh McLennan Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As a Senior Account Manager, your role is to ensure the successful delivery of services to clients by creating and implementing customized service plans. You are responsible for building strong relationships with clients, understanding their needs, negotiating coverage, and managing proposals and renewals. Additionally, you will engage in strategic holistic planning for clients, understanding the full scope of their business. Our future colleague. We'd love to meet you if your professional track record includes these skills: 5+ years' experience in commercial Property & Casualty insurance at an agency or related company Extensive experience with multi-family habitational risk portfolios, including knowledge of Freddie Mac and Fannie Mae insurance requirements, as well as a thorough understanding of tenant and contract requirements. Proven ability to partner with clients and lenders on development projects, acquisitions, and refinancing needs. Providing coverage analysis and risk management recommendations, completing applications, preparing submissions and proposals, and negotiating coverage and pricing A passion for building shared and layered property programs. Proficient in analytics, particularly in CAT modeling and loss projections, as well as highly proficient with Excel Spreadsheets, Word Documents, and navigating Agency Management Systems A solid understanding of deductible buy-down policies and placement. Ability to review the accuracy of other's work on a project or task, guide others on a fast paced, high-energy team, while maintaining a positive attitude These additional qualifications are a plus, but not required to apply: Property & Casualty license preferred, or the ability to obtain upon hire BS/BA in Business, Insurance or related field CPCU, ARM, CISR or other professional insurance designation related to Property & Casualty Experience working with Applied Epic, agency management system Available to travel for client meetings, as needed We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include: Medical, dental, vision, 401K benefits and more The flexibility to work at home or an office, based on your discretion and schedule Start with 20 days of paid time off A paid day off to volunteer and company-organized volunteer events Up to $1,000 per year in matching charitable donations Up to $750 per year in wellness rewards All the nitro cold brew coffee and sparkling water you can drink A company-wide mentality that you can never appreciate your co-workers too much Who You Are is Who We Are MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma_midwest/ https://www.facebook.com/MMAMidwest https://x.com/MarshMMAMidwest https://www.linkedin.com/company/marsh-mclennan-agency #MMAMW #LI-remote The applicable base salary range for this role is $90,100 to $167,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications will be accepted until: August 31, 2025

Posted 3 weeks ago

Real Estate Agent - Redfin Powered By Rocket-logo
Real Estate Agent - Redfin Powered By Rocket
RedfinChatsworth, CA
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. In California, one in five $1M+ buyers contact Redfin for service. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 Who You Are We're looking for the best agents who put clients first and are driven to win in their career. Active and unrestricted real estate license Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home buying and selling process. You have a proven track record of winning clients over, closing deals and earning referral business. You have excellent interpersonal communication and customer service skills You embrace technology to build your business and collaborate efficiently The compensation information below is provided in compliance with all applicable job posting disclosure requirements. We offer a generous benefits package including flexible vacation that supports the importance of time away from work for rest and relaxation, paid parental leave, sick leave (accrued at 1 hour for every 30 hours worked), medical, dental, and vision insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, Employee Assistance Programs, and 401(k) employer match. Redfin is an equal opportunity employer committed to hiring a diverse workforce. A diverse, inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Philadelphia applicants can access a copy of Philadelphia Fair Criminal Records Screening Standards ordinance poster here. Redfin accepts applications on an ongoing basis. For Los Angeles County applicants only: In accordance with the requirements of the Los Angeles Fair Chance Ordinance, the company provides the following information: Material job duties for this position include appropriate handling of confidential information including but not limited to sensitive client and company information, financial information, personally identifiable information, proprietary and trade secret information and access to information technology systems; interacting and having unsupervised contact with clients and/or colleagues; ability to act as a fiduciary for clients, by putting the client's interest first, and acting with honesty and integrity at all times; unsupervised access to homes and/or properties for sale; driving a vehicle to/from client appointments; exercising sound judgment; adhering to company policies; working safely and respectfully with others; exhibiting trustworthiness; and safeguarding business operations and company reputation. The company reasonably believes that criminal history may have a direct, adverse and negative relationship with some of the material job duties of this role, which could potentially result in the withdrawal of any conditional offer of employment.

Posted 30+ days ago

Commercial Real Estate Banker II-logo
Commercial Real Estate Banker II
Seacoast National BankAtlanta, GA
JOB SUMMARY: Balance credit quality of portfolio and loan growth. Assume total responsibility for monitoring portfolio and proactively works to identify weakness in loans to minimize the bank's exposure and reduce credit risk. Provide for close and personal attention to clients by understanding their overall goals and objectives while promoting and supporting the loan policies and strategic initiatives of the bank. Manage partnership with all Lines of Business for the successful development and administration of the client's entire relationship with Seacoast. Examine, evaluate, authorize, or recommend approval of customer applications for commercial loans, and effectively manage a commercial loan portfolio by performing the following duties. Provides guidance and assistance to junior lenders as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: Assumes total responsibility for on-going monitoring of all assigned accounts. This includes customary portfolio management which includes, but not limited to: an on-going understanding of any changes in the risk profile of all loans, monitoring borrowers compliance to the loan documents, obtaining and reviewing any required documentation or reports in a timely fashion, monitoring loan payments, performs annual reviews on a regular basis. Identification of problems and reporting of problem credits to manager. Coordinates problem loan administration with lending manger, line of Business Executive or Special Assets Administrator. Works on detected problems with senior lending officers and credit officers to minimize the bank's exposure. Proactively manages portfolio to identify weakness in loans, develop strategies with senior lending officers to mitigate weaknesses. Interviews applicants and requests specified information for loan application. Requests applicant credit reports, background checks, reference checks, and other information pertinent to loan applicant's evaluation. Works collaboratively with the credit department. Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting loan or submits application to credit analyst for verification and recommendation. Corresponds with or interviews applicant or creditors to resolve questions regarding application information. Compiles loan package and facilitates negotiation of loan structure with applicant, including fees loan repayment options, and other credit terms. Approves loan within specified limits or refers loan to loan committee for approval. Ensures loan agreements are complete and accurate according to policy and loan approval. Assures timely loan closing and funding activities. Follows current loans in portfolio to ensure conformity and servicing with approved terms, and compliance to all loan documents, and be cognizant of any developing trends. Advises loan manager of external factors that may affect establishment lending policies, such as new or revised legislation and regulations. Recommends and implements appropriate changes to establishment policies and procedures. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. Provides loan data to support marketing and sales promotion programs. Mentors junior level Commercial Lenders in development and analysis of financials, making decisions on loan terms, credit quality and portfolio management. Adhere to Seacoast Bank's Code of Conduct. EDUCATION and/or EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; 10+ years Commercial Real Estate lending experience and/or training; or equivalent combination of education and experience. Leadership experience. Five + years commercial credit experience. Five + years commercial lending.

Posted 4 days ago

Houlihan Lokey logo
Financial Analyst - Real Estate Valuation And Advisory Services - Multiple Locations
Houlihan LokeyDallas, TX

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Job Description

Business Unit:

Financial and Valuation Advisory

Industry:

Generalist/REVS

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Financial Valuation and Advisory

Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2021, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Real Estate Valuation and Advisory Services

Houlihan Lokey's Real Estate Valuation and Advisory Services practice (REVS) brings dedicated expertise to the unique challenges inherent in valuing real estate assets. Our seasoned team of real estate professionals has a distinguished history of valuing real estate companies and their underlying securities, large real estate portfolios, and individual properties.

The group is composed of credentialed industry professionals who hold the MAI designation awarded by the Appraisal Institute, Certified Public Accountants, as well as Accredited Senior Appraisers of the American Society of Appraisers (ASA) and professional members of the Royal Institute of Chartered Surveyors (MRICS and FRICS). Our capabilities go far beyond appraisal, with our REVS team regularly working alongside our Real Estate, Lodging & Leisure Group (Corporate Finance/ Restructuring) to provide distinctive expertise in transaction execution. Such market intelligence empowers our REVS team to deliver real-time insight based on real-world transactional experience.

Job Description

Our Real Estate Valuation and Advisory Services (REVS) team is recruiting for a new Financial Analyst. We have availability in our Los Angeles, Chicago, Dallas, and New York offices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources. The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, often in connection with high profile real estate transactions. You will work with many leading REITs, real estate private equity firms, and real estate operators, analyzing and valuing their investments for a variety of purposes.

The Financial Analyst will work with a highly talented and dedicated staff of professionals who will give broad exposure to the many different issues and concerns affecting real estate businesses and investors today. The environment at Houlihan Lokey is collegial and entrepreneurial and rewards Financial Analysts with substantial responsibility and interaction with senior-level professionals.

Responsibilities & Deliverables:

  • Work alongside Analysts, Associates, and Officers valuing commercial real estate investments across various asset classes (multifamily, retail, industrial, hospitality, and more).
  • Be actively involved in various client engagements, including valuation and advisory work related to investor and financial reporting, due diligence, and transaction opinions.
  • Collect, manipulate, and analyze property, market and financial data.
  • Acquire knowledge of the use and capabilities of subscription data sources and software, including Costar, REIS, Green Street, Real Capital Analytics, Marshall Valuation Services, ARGUS, etc.
  • Analyze historic property operating statements and analyze leases.
  • Assist Associates and Officers in the preparation of complex cash flow models using Excel and/or ARGUS software, including analyzing available data to estimate revenues, costs, and rates of return.
  • Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations.
  • Prepare reports and presentations to team and clients, including graphic and written sections.
  • Assist in marketing pitches, real estate thought leadership articles, and other ad-hoc duties.

Basic Qualifications

  • 1-3 years of real estate industry experience, with a preference towards direct real estate valuation experience demonstrating analytical capabilities.
  • A strong interest in real estate advisory work (ie, valuation consulting).

Preferred Qualifications

Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Analysts are given substantial responsibility and are encouraged to help us grow our business. The ideal candidate should be motivated, creative, outgoing, and possess strong financial analysis skills.

  • Undergraduate coursework in real estate finance, real estate valuation, or related fields
  • Knowledge of real estate valuation theory, methodologies, and applications
  • Strong analytical abilities
  • Proficiency with Excel (particularly modeling skills, writing macros, etc.) and PowerPoint
  • Experience in ARGUS is strongly preferred
  • Excellent verbal and written communication skills
  • Strong work ethic and attention to detail
  • Ability to multi-task and work in a fast-paced environment
  • Excellent organizational, problem solving and communication skills
  • Possession of or progress towards real estate industry certification licenses, such as MAI, CCIM, certified general real estate appraiser
  • CPA, CFA or other financial credential a plus
  • Willingness to travel

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$70,000.00-$125,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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