Marcus & Millichap · 3 months ago
Commercial and Residential Real Estate Loan Trading Analyst
Manhattan, NY
Full-time
Onsite
Entry, Mid Level
$80K/yr - $97K/yr
2+ years expMarcus & Millichap is a leading national loan sale advisory and capital markets firm that specializes in commercial and residential real estate. They are seeking a Commercial and Residential Real Estate Loan Trading Analyst to support senior members in loan sale efforts, focusing on data analysis, valuation, and underwriting of loans while expanding their network in the debt capital markets.
Commercial Real EstateFinanceReal EstateReal Estate Investment
Responsibilities
CRE loan and loan portfolio data review, normalization, stratification and analysis
Valuation of CRE properties (discounted cash flow, comparable sale, value PSF approaches)
Valuation of loans secured by commercial real estate, business assets and other commercial collateral with associated financial modeling and cash flow projections
Analysis of market data
Virtual data room set up / coordinate data transfer with investors, servicers and lenders
Preparation of due diligence materials and loan files
Transaction status reporting
Interacting with existing/potential clients and investors
Assisting in closing transactions
Assisting in responses to client RFPs
Manage whole loan portfolio sale transactions from start to finish
Loan portfolio data review, normalization, stratification and analysis in Excel
Financial modeling, mortgage pricing and cash flow projections in Excel
Interact with sellers, buyers, legal counsel, due diligence vendors and other stakeholders
Transaction Management including the preparation / organization of due diligence materials, coordination of data transfer with servicers and third parties, transaction status reporting, transaction calendar management, review / summarize loan sale agreements, interim servicing agreements, deal stipulations, tie out funding schedule / loan population, schedule data for agreements
Collection and analysis of market data, investor preferences, track whole loan transactions in marketplace
Assist in responses to client RFPs
Qualification
Required
2-4 years of experience in a mortgage origination, real estate, or structured products analyst program at a financial services, investment sales, or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund)
Prior career experience in real estate underwriting / investment analysis, lending or special servicing, and/or in structured products
Strong MS Excel and modeling database skills are required
Strong business writing skills
Ability to learn quickly, attention to detail, ability to work as part of a team, and desire to take on responsibility
Preferred
Argus (CRE) or database cracking / stratification (residential) experience is preferred
Salesforce experience, visual basic and python scripting skills are a plus
Modeling/underwriting experience of office, hospitality and retail properties (CRE) is a plus
Company
Marcus & Millichap
Marcus & Millichap helps create and preserve wealth with the best real estate investment sales, financing, research and advisory services.
1001-5000 employees
H1B Sponsorship
Marcus & Millichap has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (1)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$43.95M2025-03-11Post Ipo Equity· $2.04M
2025-03-11Post Ipo Debt· $13.8M
2018-05-01Post Ipo Equity· $4M
Leadership Team
Hessam Nadji
President and CEO
J. J. Taughinbaugh
Vice President
Recent News
MarketScreener
2025-11-08
2025-11-08
Company data provided by crunchbase