Financial Analyst, Capital Markets at Cushman &… · New York

Summary: Cushman & Wakefield is a leading commercial real estate services firm, and they are seeking a Financial Analyst for their Capital Markets team. The role involves supporting financial analysis, preparing proposals, and assisting in the financing process for institutional clients. Responsibilities: - 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 Required Qualifications: - 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 Required Skills: Financial analysis, Excel, Argus Important Skills: AI tools, Real estate knowledge Benefits: Health, vision, and dental insurance, Flexible spending accounts, Health savings accounts, Retirement savings plans, Life, and disability insurance programs, Paid and unpaid time away from work