The Robert Toigo Foundation

Investment Advisory – Office Analyst

December 4, 2018
Atlanta, Georgia
Job Type


Please apply on our Careers site at:

Job Summary

This position assists in the marketing and placement of commercial real estate sales.

Main Responsibilities

  • Prepare commercial real estate sales packages and submissions for presentations to buyers.
  • Respond to buyer questions regarding properties and the overall commercial real estate market.
  • Perform complicated financial modeling and spreadsheet analysis in Excel.
  • Prepare and maintain financial models in Argus.
  • Review and analyze legal documents and third party reports as part of the due diligence process.
  • Coordinate information regarding market data, occupancy data, expense analysis, aerials, maps, rent/sales, and comparable's.
  • Prepare market analysis reports, including vacancy, absorption, and comparable rents and sales.
  • Assist clients in preparing documentation for the closing process.
  • Update and maintain data in company database.
  • Update and maintain sale comparable's for all markets utilizing multiple information services to industry sources.
  • Collect monthly operating statements and rent rolls on all the active listings from clients and prepare revenue trend reports for internal review.
  • Prepare financial or executive summaries for all active listings.
  • Organize and present data analysis, draw objective conclusions, and make recommendations.

Experience Required

  • 3-6 years of experience in a financial analysis environment in the mortgage or commercial real estate industry.
  • Strong research, analytical, and problem solving skills.
  • Excellent organizational, interpersonal quantitative, writing, and communication skills; able to interface with top level executives.
  • Self-motivated, team-oriented and strong time management skills to prioritize deadlines.
  • Ability to work independently with a team player attitude.


  • Bachelor's Degree in Real Estate, Finance, Accounting, or related discipline or an equivalent combination of education and experience from which comparable knowledge and skills may be acquired.

Computer Skills

  • Intermediate working knowledge of Outlook, Excel, and Word (Office 2010 version).
  • Argus experience a plus.
  • Database experience a plus


  • Office – work with computers, copiers, and scanners.

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