Senior Financial Analyst (AI & Financial Analytics)
About The Position
Marcus & Millichap, a premier commercial real estate 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. The base salary range for this role is $100,000 – $110,000 per year. This position is eligible for a discretionary performance-based bonus. The exact bonus is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. 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
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
