Financial Analyst & Operations Coordinator

The Analyst & Project Manager works directly with senior leadership and carries each assignment from initial valuation through close of escrow.

The Analyst & Project Manager executes projects across five areas:

• Financial analysis
• Design
• Marketing
• AI process improvement

Much of the team’s analytical and production work is powered by proprietary internal technology. The person in this seat is not expected to build every model by hand or use traditional underwriting models. Instead, they:

- Direct these systems
- Review every output with a critical eye
- Correct errors before anything reaches leadership or a client
- Continually engage in process improvement

In addition to day-to-day assignments, the successful candidate will take on projects that advance the vision of the brokerage unit, and the scope of the role will expand as the business grows.


The hourly range for this role is $35.00 – $40.00 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.

Responsibilities

• Select and vet sale, lease, and on-market comparables for each assignment, and assemble the submarket data that feeds the team’s AI-powered tools. The quality of these inputs determines the quality of the valuation.

• Direct the underwriting tool through cash flow, cap rate, IRR, owner-user, land residual, and sensitivity analysis, and review each output carefully to confirm that assumptions, calculations, and conclusions are sound.

• Translate the analysis into a written pricing recommendation for leadership approval and explain and defend the reasoning behind it to senior leadership and clients.

• Produce listing proposals, Broker Opinions of Value, Offering Memorandums, flyers, and client deliverables using the team’s proprietary technologies, ensuring every page is accurate, on-brand, and client-ready.

• Prepare weekly Marketing Status Reports and client update emails that clearly communicate campaign activity, buyer interest, and next steps for every active listing.

• Develop marketing copy for offering memorandums, email campaigns, and listing pages that presents each property’s investment story clearly and persuasively.

• 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 content for clients and social media on financial analysis, economic and market commentary, submarket intelligence, and case studies drawn from the team’s transactions.

• Plan and coordinate each listing launch across email, listing platforms, and social media on a defined timeline, so every channel goes 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 on the status of every rollout.

• Guide the team’s AI models with clear direction, context, and examples to produce superior analysis, writing, and design, and recognize when an output falls short and how to correct it.

• Serve as the quality-control checkpoint for AI-generated work, minimizing errors and ensuring every deliverable meets the team’s standard before it is released.

• Identify bottlenecks in the analysis, design, and marketing workflows, and help build and refine AI agents and automations that increase the team’s capacity and underwriting depth.

• Take on new projects and initiatives that advance the vision of the brokerage unit, including work that falls outside the core responsibilities of the role.

• Manage several projects at once, maintain checklists and deadlines for each, and reprioritize decisively as the business evolves.

Qualifications

We are seeking a strategic, detail-driven, and entrepreneurial professional who understands commercial real estate, thinks critically about the work in front of them, and knows how to get the best out of AI tools.

• 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 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, with the ability to recognize what a stronger output looks like and how to get there

• Proficiency in Excel and comfort reviewing financial models

• Working proficiency in Adobe InDesign and Creative Cloud

• Strong written communication and presentation skills

• An entrepreneurial mindset and a willingness to take on any task that helps build the business

Preferred

• Investment sales brokerage experience

• Familiarity with CoStar and the mainstream CRE brokerage platforms

• Experience planning or coordinating marketing and social media campaigns
• Experience building workflows and tools with Artificial Intelligence

Marcus & Millichap offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans:

• 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.

Marcus & Millichap does not currently sponsor, transfer, or renew employment visas. Candidates must be authorized to work in the United States on a permanent basis without employer sponsorship now or in the future.

We are an Equal Opportunity Employer and are committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance with the application process or require a reasonable accommodation to perform the essential functions of this position, please contact us at [email protected].

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.