Financial Analyst, Capital Markets

Job Title

Financial Analyst, Capital Markets (Multifamily)

Job Description Summary

The Capital Markets Financial Analyst (“CMFA”) Hub Analyst will support transactions generated by Cushman & Wakefield’s Investment Sales brokerage services specializing in multifamily investments. The primary role of the CMFA will be to perform financial analysis activities of pricing, Excel valuation model creation and auditing, due diligence collection and review, market data collection, and translating analysis findings into high-level summaries with oversight from senior members of the Multifamily Advisory Group (“MAG”).

Additional responsibilities include, pipeline management, producing market reports, and creation of offering memorandums.

The ideal candidate will be based in Birmingham, AL and available to work on-site in a local Cushman & Wakefield office. Team members may be expected to work outside normal operating hours to meet project deadlines.

Job Description

Essential Duties

• Support the execution of MAG Broker team financial analysis and valuation modeling requests, including scenario analyses

• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current historical)

• Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions

• Perform extensive research, including but not limited to, reviewing and analyzing financial reports, studying comparable properties, collect information on the immediate area (demographics) and overall market; synthesize findings in a clear, concise manner

• Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies

• Assist with the drafting and preparing of Offering Memorandums, Broker Opinion of Value, and/or Request for Proposals

• Communicate professionally to clients in the execution phase of the sales process (including assisting with Marketing Timelines, Scheduling Tours, Weekly Activity Reports, etc.)

• Demonstrates continual development of cash flow and Excel-modeling skills and competencies. Deliverables will increase in complexity and scope over time in the role.

• Prepares clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports

• Review tenant leases to abstract key data points and identify areas of issue/concern that will have an impact on the real estate financial analysis, as applicable for mixed use opportunities

• Maintain owner database and track loan maturities for Business Development.

• Maintain rent and sales comp database

• Responsible for creating confidentiality agreements

• Review analyses with deal team, answer clarifying questions and make accurate revisions

• Participation in internal and external stakeholder meetings to present and discuss their analyses

• Prepare/edit BOVs, offering memorandums, agreements, property presentations/tour books, and market reports

• May assist with market research of prospective transactions

• Participates in broker team calls and meetings, as needed

• Performs other related duties as required or as requested

Other Requirements & Administrative Duties

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred

• Combination of education without a degree and corporate work experience may be considered

• 0-2 years of financial analysis and Excel modeling experience, Capital Markets and/or multifamily underwriting experience a plus

• Experience with creating or constructing discounted cash flow models in Excel

• Client-service oriented mindset with a passion for producing a high-quality work product, meeting deadlines and client expectations

• Highly proficient in Microsoft Office Suite. Advanced knowledge in Microsoft Excel and InDesign a plus.

• Experience with Salesforce, and CoStar and Axiometrics market research data a plus

• Strong analytical skills with high attention to detail and accuracy

• Ability to write effectively and succinctly for use in marketing deliverables, or other internal stakeholders

• Ability to manage multiple projects at once in a fast-paced environment

• Excellent written, oral communication skills and problem-solving skills

• Excellent written, oral communication skills and problem-solving skills

• Good time management and organization skills

• Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment

• Growth oriented mindset, desire to learn more and shares knowledge to help others succeed

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com . Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”