Job Title
Financial Analyst, Capital Markets
Job Description Summary
The Capital Markets Financial Analyst ("CMFA") will serve as 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 all major property @types throughout the New York City market and across the country. Financial Analysts 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 for new assignments, and summarizing and distributing feedback of the team's marketing efforts to clients and lenders. Analysts will also identify opportunities to automate existing workflows and lead the implementation of AI-driven and data-enabled solutions to improve efficiency, scalability, and sourcing effectiveness.
This role will be based in New York, New York and the candidate must be available to work on-site in the Cushman & Wakefield office located at 1290 Avenue of the Americas in New York, NY. 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 excellent time management skills to prioritize deadlines, and have a strong work ethic.
Job Description
Financial Analyst, Capital Markets Equity Debt & Structured Finance
Cushman & Wakefield's Equity, Debt, and Structured Finance group ("C&W EDSF") is a premier Capital Markets team providing solutions for complex transactions on behalf of institutional, corporate, and private investment clients offering a range of debt advisory services including construction, bridge and permanent financing throughout the capital stack including first mortgages, B-notes, mezzanine financings, preferred equity, and common equity.
Essential Duties
Prepare debt and/or equity offering memoranda that conveys all particulars of a transaction (financial projections, market and location nuances and tenant analysis etc.) in a professional written format presented to clients and lenders.
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 available to clients
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
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.
Build and execute data-driven sourcing strategies to identify new business opportunities utilizing AI tools, data platforms and automation workflows including Copilot, ChatGPT and Claude
Other duties as assigned
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 to 3 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.
Experience utilizing AI tools and resources
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 being resourceful and 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 to travel and work extended hours, including some weekends as needed
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job @type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 76,500.00 - $90,000.00
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 Accommodations@cushwake.com . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
