Advanced knowledge of AI technologies, including prompt engineering and machine learning
Experience with SQL, Python, Power Query, or similar data tools
Strong command of Microsoft Excel and Power BI
Effective interpersonal, verbal, and written communication skills
Knowledge of the New York metropolitan real estate market helpful
Responsibilities
Design, test, document, and maintain AI-enabled workflows for financial analysis and due diligence
Develop and enhance Power BI dashboards for portfolio performance and risk indicators
Identify and standardize manual processes for automation
Mentor Real Estate Analysts on data quality and analytical tools
Communicate analytical findings to both technical and nontechnical stakeholders
Perform other duties as assigned
Benefits
Hybrid work environment
Opportunity to work with advanced AI technologies
Mentorship and professional development opportunities
Engagement with a dynamic real estate market
Access to a collaborative team environment
Full Job Description
New York, NY (Hybrid) Salary Range: $130,000- $160,000
The Senior Commercial Real Estate (CRE) Data Analyst supports Apple Bank's Real Estate Valuation & Advisory Division (REVAD) and related Commercial Mortgage Division (CMD), as well as other internal stakeholders by delivering data-driven analysis of real estate, financial, and market information. The position will be involved in a variety of activities including development of actionable insights, analytical reports, market research, and leveraging data and AI-enabled tools to support valuation, underwriting, portfolio monitoring, risk management, due diligence, and informed business decisions.
ESSENTIAL DUTIES & RESPONSIBILITIES
Design, test, document, and maintain AI-enabled and automated workflows for property financial statement analysis, document review, market research, due diligence, and recurring portfolio processes.
Develop, maintain, and enhance Power BI dashboards and recurring reports for the commercial real estate portfolio, including portfolio composition, property performance, debt service coverage, maturity, exposure, valuation, and risk indicators.
Identify manual or duplicative processes that can be standardized or automated without weakening control quality, auditability, or professional judgment.
Mentor and provide technical guidance to Real Estate Analysts on CRE analysis, data quality, reporting, visualization, and use of approved analytical tools.
Communicate analytical findings clearly to technical and nontechnical stakeholders, including the limitations, assumptions, and source data underlying the analysis.
Perform other duties as assigned.
SKILLS, EDUCATION & EXPERIENCE
Bachelor's degree in a related field of study preferred.
6 + years of experience in a similar position.
Advanced knowledge of AI technologies, including prompt engineering, agent-based automation, machine learning, data science, and analytics, coupled with a proven ability to streamline processes and deliver business insights.
Experience with SQL, Python, Power Query, or similar tools used for data extraction, transformation, analysis, or workflow automation.
Strong command of Microsoft Excel, Power BI, Word.
Effective interpersonal, verbal, and written communication skills.
Knowledge of the New York metropolitan real estate market helpful.
