Senior Financial Analyst, Capital Markets

Cushman & Wakefield•Fort Lauderdale, FL

3d•Onsite

About The Position

The Capital Markets Senior Financial Analyst will serve as dedicated support to a Fort Lauderdale based leading broker team within Cushman & Wakefield’s Capital Markets Equity Debt & Structured Finance (EDSF) group. The team represents owners of all major property types with an emphasis on the Florida market and Southeast U.S. but also across the country. The Financial Analyst will support all phases of the financing process, including preparing detailed financial analysis and valuations, assisting in preparing proposals for new business opportunities, creating marketing materials and debt models for new assignments and summarizing and distributing feedback of the broker’s marketing efforts to clients and lenders. The team also partners with the South Florida Commercial Investment Sales team with the analyst often cross-training and working together on sale and financing transactions. Further, the analyst is expected to interact with other internal teams (research, leasing, property management, valuation advisory, etc). . This role will be based in Fort Lauderdale, FL, and the candidate must be available to work in the office. Team members may be expected to travel and work outside normal operating hours to meet project deadlines. The ideal candidate will have the desire to grow in the commercial real estate industry, have a strong background in financial analysis, excellent writing skills, be self-motivated with superb time management skills to prioritize deadlines, and have a strong work ethic.

Requirements

Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred, with a master’s degree or MBA a plus. Combination of education without a degree and corporate work experience may be considered
1 to 5 years of commercial real estate financial analysis and/or finance experience preferably with a commercial real estate firm engaged in consulting, appraisal, investing, lending, or brokerage, Capital Markets experience a plus.
Strong analytical skills with high attention to detail and accuracy
Ability to build, analyze, and summarize complex financial models in Excel and Argus
Strong written communication skills developing high-level analysis summaries
Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and strong personal initiative to succeed in an entrepreneurial environment
Ability to function in a team-oriented setting while working independently with limited day-to-day supervision
Strong time management, organization, and interpersonal skills
Ability to handle multiple projects at one time and work in a high-volume, fast past transaction-oriented environment
Takes charge and is proactive in all aspects of role
Growth oriented mindset, desire to learn and shares knowledge to help others succeed
Ability to maintain attention to detail while working under tight deadlines
Highly proficient in Microsoft Office Suite; advance Excel skills preferred
Ability and willingness work extended hours, including some weekends as needed.

Responsibilities

Prepare debt and/or equity offering memoranda that conveys all particulars of a transaction in a professionally written format presented to clients and lenders (financial projections, market and location issues, tenant analysis and persuasively written summaries/highlights).
Manage the graphic design process of debt and equity memoranda in conjunction with a graphic designer, including creating tables, graphs and charts, and writing technical summaries of all particulars of a transaction.
Prepare debt sizings to determine possible financing options for each deal
Prepare financial models in Excel and Argus for clients which outline valuation and pricing structures
Assist in collecting and evaluating required due diligence for transactions, including making necessary inquiries to clients to ensure that required information is provided in a timely manner
Prepare pro forma statements and projections which accurately reflect historical cash flow performance of properties, as well as current and projected future market conditions
Research, analyze, and evaluate market feasibility for various real estate transactions with a goal to best “tell the story” of a given asset.
Understand and review real estate documents (leases, operating statements, rent rolls, loan documents, appraisals, etc.) to determine if any issues or inconsistencies exist
Generate weekly written reports and updates to senior brokers on each transaction’s marketing program status.
Collect lender and investor bids and summarize them in detailed quote matrices.
Prepare and manage lists of potential lenders, investors, and contacts for use in marketing efforts.
Contact and respond to lender requests and questions.
Assist the brokers in closing transactions including following checklists while interacting with lenders and clients to facilitate an efficient closing.
Other duties as assigned