What are the responsibilities and job description for the Senior Financial Analyst, AI & Financial Analytics position at Marcus & Millichap?
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
The base salary range for this role is $38.46 – $52.89 per hour. 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.
\n- 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
- 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
• 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
Benefits eligibility, coverage, and employer contributions may vary based on position, employment status, location, and length of service. This summary is provided for informational purposes only and does not constitute a guarantee of benefits. Additional details will be provided during the hiring process or upon request.
Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80 offices throughout the United States and Canada.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
Marcus & Millichap, Inc. is a leading national real estate services firm specializing in commercial real estate investment sales, financing services, research and advisory services. As of December 31, 2025, the Company had 1,808 investment sales and financing professionals in more than 80 offices who provide investment brokerage and financing services to sellers and buyers of commercial real estate. The Company also offers market research, consulting and advisory, and leasing services to its clients. Marcus & Millichap, Inc. closed 8,818 transactions in 2025, with a sales volume of $50.8 billion.
Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.