Financial Analyst, Capital Markets (Multifamily)

Job Title

Job Description Summary

Job Description

Essential Duties

·         Support the execution of Multifamily 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

·         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

·         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

·         Leverage AI tools to accelerate data collection, research, valuation modeling, document abstraction, analysis, etc.

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 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

·         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 

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 Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.