Financial Analyst jobs in United States
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Marcus & Millichap · 1 day ago

Financial Analyst

Marcus & Millichap is a leading commercial real estate brokerage firm focusing on investment sales, financing, research, and advisory services. They are seeking a Financial Analyst to support a top producing brokerage team in the Boston office, where the candidate will manage deal flow, generate market reports, and maintain a CRM database.

Commercial Real EstateFinanceReal EstateReal Estate Investment
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H1B Sponsor Likelynote

Responsibilities

Pipeline management using Marcus & Millichap’s proprietary software
Simple financial reporting
Work with third parties to maintain CRM database of properties and owners. Manage and maintain email database
Manage deal flow (facilitate the execution of documents when deals are launched and during sale process)
Closing coordination
Build and maintain a document management system to be used by the team
Generate market reports
Generate call lists as directed
Some calendar management

Qualification

Financial reportingMicrosoft ExcelCRM database managementSalesforceReal Estate LicenseConstant ContactPowerPointCommunicationDetail orientedOrganizational skills

Required

1+ years' experience
Highly organized and detail oriented
Strong written and verbal communication skills
Microsoft office, with a strong working knowledge of Excel and Power Point
Versatile/flexible with the ability and willingness to take on new responsibilities and tasks as requested

Preferred

Some facility with database software especially Salesforce is a plus
Experience with Constant Contact is a plus
Real Estate License a plus, but not required

Company

Marcus & Millichap

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Marcus & Millichap helps create and preserve wealth with the best real estate investment sales, financing, research and advisory services.

H1B Sponsorship

Marcus & Millichap has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (1)
2021 (3)

Funding

Current Stage
Public Company
Total Funding
$43.95M
2025-03-11Post Ipo Equity· $2.04M
2025-03-11Post Ipo Debt· $13.8M
2018-05-01Post Ipo Equity· $4M

Leadership Team

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Hessam Nadji
President and CEO
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J. J. Taughinbaugh
Vice President
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Company data provided by crunchbase