Financial Analyst, Capital Markets
About The Position
The Capital Markets Financial Analyst (CMFA) provides dedicated support to a New York-based, top fee-earning team within Cushman & Wakefield’s Capital Markets Equity Debt & Structured Finance (EDSF) group. The team represents institutional owners of major property types in New York City and across the country. The analyst supports all phases of the financing process, including financial analysis and valuations, proposals for new business, marketing materials, and client and lender feedback. The role also identifies opportunities to automate workflows and leads the implementation of AI-driven and data-enabled solutions to improve efficiency, scalability, and sourcing effectiveness. The position is based at the Cushman & Wakefield office at 1290 Avenue of the Americas in New York, New York, and requires on-site work. Team members may travel and work outside normal operating hours to meet project deadlines. The ideal candidate is interested in growing in commercial real estate, has a strong financial analysis background and excellent writing skills, and is self-motivated, organized, and committed to high-quality work.
Requirements
- Bachelor’s degree preferred in Business, Finance, Accounting, Real Estate, or a related field; a combination of education without a degree and corporate work experience may be considered.
- 0 to 3 years of commercial real estate financial analysis and/or finance experience; experience with a commercial real estate firm engaged in consulting, appraisal, investing, lending, or brokerage is preferred.
- Experience utilizing AI tools and resources.
- Strong analytical skills and high attention to detail and accuracy.
- Ability to build, analyze, and summarize complex financial models in Excel and Argus.
- Strong written communication skills, including developing high-level analytical summaries.
- Commitment to client delivery, high-quality work, meeting deadlines, and personal initiative in an entrepreneurial environment.
- Ability to work in a team-oriented setting while also being resourceful and working independently with limited day-to-day supervision.
- Strong time management, organizational, and interpersonal skills.
- Ability to manage multiple projects in a high-volume, fast-paced, transaction-oriented environment.
- Proactive approach to all aspects of the role.
- Growth-oriented mindset, desire to learn, and willingness to share knowledge.
- Ability to maintain attention to detail under tight deadlines.
- High proficiency in Microsoft Office Suite; advanced Excel skills preferred.
- Ability and willingness to travel and work extended hours, including some weekends as needed.
- Availability to work on-site at the New York office.
Nice To Haves
- Capital Markets experience is a plus.
- Advanced Excel skills preferred.
- Experience with commercial real estate firms engaged in consulting, appraisal, investing, lending, or brokerage is preferred.
Responsibilities
- Prepare debt and/or equity offering memoranda presenting transaction particulars, including financial projections, market and location details, and tenant analysis.
- Manage the graphic design process for debt and equity memoranda with a graphic designer; create tables, graphs, and charts and write technical transaction summaries.
- Prepare debt sizings to identify financing options for clients.
- Prepare financial models in Excel and Argus outlining valuation and pricing structures.
- Collect and evaluate transaction due diligence, making inquiries to clients to obtain required information in a timely manner.
- Prepare pro forma statements and projections reflecting historical property cash flow and current and projected market conditions.
- Research, analyze, and evaluate market feasibility for real estate transactions.
- Review real estate documents, including leases, operating statements, rent rolls, loan documents, and appraisals, to identify issues or inconsistencies.
- Generate weekly written reports and transaction marketing-program updates for senior brokers.
- Collect lender and investor bids and summarize them in quote matrices.
- Prepare and manage lists of potential lenders, investors, and contacts for marketing efforts.
- Contact lenders and respond to their requests and questions.
- Build and execute data-driven sourcing strategies to identify new business opportunities using AI tools, data platforms, and automation workflows.
- Identify opportunities to automate workflows and lead implementation of AI-driven and data-enabled solutions.
- Perform other duties as assigned.
Benefits
- Eligible employees may enroll in health, vision, and dental insurance programs.
- Flexible spending accounts and health savings accounts.
- Retirement savings plans.
- Life and disability insurance programs.
- Paid and unpaid time away from work.
- Competitive pay.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
