Senior Financial Analyst, Capital Markets (Multifamily)

Cushman & Wakefield•Charlotte, NC

2d•Hybrid

About The Position

Position Summary The Capital Markets Senior Financial Analyst (“CMFA”) will support transactions generated by Cushman & Wakefield’s Capital Markets brokerage services with a concentration in multifamily valuation analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, due diligence collection and review, and will be responsible for translating analysis findings into high-level summaries for our Capital Market brokers. The ideal candidate will be based in one of the following locations: Atlanta, Charlotte or Dallas and available to work on-site in a local Cushman & Wakefield office. Hybrid schedule available. Team members may be expected to travel and work outside normal operating hours depending on the product type and markets they service and to meet project deadlines.

Requirements

Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred
Combination of education without a degree and corporate work experience may be considered
2-5 years of financial analysis and modeling experience; Capital Markets experience a plus
Strong knowledge of real estate financial concepts
Extensive experience with multifamily underwriting a plus for experience in self-storage, senior housing, mixed-use, student housing or LIHTC
Highly proficient in Microsoft Office Suite, especially in Microsoft Excel
Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and motivated to exceed expectations
Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy
Demonstrates strong time management and organization skills
Takes charge and is proactive in all aspects of role
Growth oriented mindset, desire to learn more and shares knowledge to help others succeed
Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment, navigating challenges with a positive and solution-oriented mindset

Responsibilities

Lead the execution of more complex Broker financial analysis/modeling requests, which may include serving as a project manager on high-value client opportunities and portfolio transactions
Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)
Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps
Conduct market research to analyze property and market conditions; synthesize findings in a clear, concise manner
Communicate with Brokers and Broker teams to confirm request scope and review analysis findings; demonstrate ability to communicate findings in a clear, compelling manner, answer clarifying questions, and make timely, accurate revisions
Identify and communicate any missing information or unclear requests to ensure accurate analyses
Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies
Assist and mentor CMFA Analysts as they gain experience
Participates in the development of training resource tools and material in support of continuous Analyst development
Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training
Track and develop working knowledge of real estate fundamentals and industry trends
Support the CMFA Hub’s maturity by supporting process improvement and automation initiatives through communicating improvement opportunities and suggesting potential solutions, and participating in related project task teams and user acceptance testing groups, as needed
Performs other related duties as required or requested