Financial Analyst & Operations Coordinator

• Location: Encino, California, United States of America
• 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.

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.