Senior Financial Analyst, AI & Financial Analytics
Marcus & Millichap•New York, NY
•$38 - $53•Onsite
About The Position
Marcus & Millichap, the nation’s leading commercial real estate investment brokerage firm, is seeking a Senior Financial Analyst, AI & Financial Analytics to support a high-performing brokerage team in the New York City office. This role sits at the intersection of brokerage operations, financial analysis, and advanced technology, with a strong emphasis on implementing AI-driven solutions to enhance efficiency, insight generation, and scalability across the business. This position will be full time in the New York City office.
Requirements
- Bachelor’s degree in Real Estate, Finance, Business, Data Science, or related field
- 5–10+ years of experience in real estate, finance, operations, consulting, or technology-driven roles
- Strong financial modeling, underwriting, and analytical capabilities
- Advanced proficiency in Excel; experience with Argus preferred
- Experience with CRM platforms such as Salesforce and data systems
- Hands-on experience with AI tools, automation platforms, or data analytics technologies
- Familiarity with workflow automation tools (e.g., Power Automate, Zapier) and data visualization tools (e.g., Power BI, Tableau) preferred
- Strong communication skills with ability to translate data into actionable insights
- Highly organized, detail-oriented, and capable of operating in a fast-paced environment
Nice To Haves
- Experience with Argus preferred
- Familiarity with workflow automation tools (e.g., Power Automate, Zapier) and data visualization tools (e.g., Power BI, Tableau) preferred
Responsibilities
- Underwrite commercial real estate transactions, including single-tenant and multi-tenant assets
- Develop advanced financial models, pricing analysis, and valuation based on market data
- Analyze financial statements, rent rolls, and investment metrics to support deal strategy
- Partner with brokers to deliver data-driven insights and support client presentations
- Identify and implement AI solutions to automate workflows, reduce manual processes, and improve efficiency
- Design and deploy automation tools for deal tracking, reporting, and pipeline management
- Optimize CRM platforms (Salesforce or similar) using AI-enabled workflows and data integrations
- Leverage data analytics and machine learning tools to generate actionable business intelligence
- Develop dashboards and reporting systems to track performance, productivity, and revenue-driving activities
- Lead adoption and training of new AI and technology tools across brokerage teams
- Partner with leadership to drive digital transformation initiatives and operational strategy
- Collaborate with marketing, research, and operations teams to support transaction execution and business development
Benefits
- Health, dental, and vision insurance
- Paid time off and paid holidays
- 401(k) retirement plan with employer matching contributions
- Life and disability insurance
- Employee Assistance Program (EAP) and wellness resources
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What This Job Offers
Job Type
Full-time
Career Level
Senior
