Financial Analyst & Operations Coordinator

Marcus & Millichap•Los Angeles, CA

5d•$35 - $40

About The Position

The Financial Analyst & Operations Coordinator works directly with senior leadership and carries commercial real estate assignments from initial valuation through close of escrow. The role spans financial analysis, design, marketing, and AI process improvement. Much of the team’s analytical and production work uses proprietary internal technology. The employee directs these systems, critically reviews and corrects their outputs before they reach leadership or clients, and continually improves processes. In addition to day-to-day assignments, the role takes on projects advancing the brokerage unit’s vision, with scope expected to expand as the business grows.

Requirements

2–5 years of experience in commercial real estate, financial analysis, or a closely related field.
General fluency in commercial real estate concepts, including valuation, NOI, cap rates, IRR, and leases, and understanding of how interest rates and submarket conditions influence pricing.
Demonstrated fluency with Claude and other AI tools.
Exceptional attention to detail and a disciplined approach to quality control.
Strategic thinking and sound judgment, including the ability to identify what constitutes a stronger output and how to achieve it.
Proficiency in Excel and comfort reviewing financial models.
Working proficiency in Adobe InDesign and Creative Cloud.
Strong written communication and presentation skills.
Entrepreneurial mindset and willingness to take on tasks that help build the business.

Nice To Haves

Investment sales brokerage experience.
Familiarity with CoStar and mainstream commercial real estate brokerage platforms.
Experience planning or coordinating marketing and social media campaigns.
Experience building workflows and tools with artificial intelligence.

Responsibilities

Select and vet sale, lease, and on-market comparables, and assemble submarket data for the team’s AI-powered tools.
Direct underwriting through cash flow, cap rate, IRR, owner-user, land residual, and sensitivity analyses; review assumptions, calculations, and conclusions for accuracy.
Prepare written pricing recommendations for leadership approval and explain and defend the reasoning to senior leadership and clients.
Produce listing proposals, Broker Opinions of Value, Offering Memorandums, flyers, and other client deliverables using proprietary technologies; ensure materials are accurate, on-brand, and client-ready.
Prepare weekly Marketing Status Reports and client update emails covering campaign activity, buyer interest, and next steps for active listings.
Write marketing copy for offering memorandums, email campaigns, and listing pages.
Build and send email campaigns to the team’s proprietary database, and publish and maintain listings on the team website, LoopNet, and other platforms.
Create client and social media content about financial analysis, economic and market commentary, submarket intelligence, and transaction case studies.
Plan and coordinate listing launches across email, listing platforms, and social media, ensuring channels go live accurately and on schedule.
Manage the team’s content calendar and oversee social media rollouts from concept through publication, including graphics and short-form video.
Coordinate agents, clients, photographers, and outside vendors, and keep senior leadership informed about rollout status.
Guide AI models with direction, context, and examples; assess outputs and determine how to correct them when they fall short.
Quality-check AI-generated work to minimize errors and ensure deliverables meet the team’s standards before release.
Identify workflow bottlenecks and help build and refine AI agents and automations to increase capacity and underwriting depth.
Take on projects and initiatives advancing the brokerage unit’s vision, including work outside the role’s core responsibilities.
Manage multiple projects, maintain checklists and deadlines, and reprioritize as the business evolves.