Financial Analyst, Capital Markets

About the role

The Capital Markets Financial Analyst will serve as dedicated support to a leading Charlotte-based 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 North Carolina market, the Southeastern U.S., and other markets across the country. This role will be based in Charlotte, North Carolina, and requires on-site work at the Cushman & Wakefield office located at 300 S. Tryon Street. Team members may be expected to travel and work outside normal operating hours to meet project deadlines.

Responsibilities

• Prepare debt and/or equity offering memoranda that convey all particulars of a transaction in a professionally written format for clients and lenders, including financial projections, market and location analysis, tenant analysis, and persuasive summaries.
• Manage the graphic design process of debt and equity memoranda in conjunction with a graphic designer, including creating tables, graphs, charts, and technical summaries.
• Prepare debt sizings to determine possible financing options for each deal.
• Prepare financial models in Excel and Argus for clients outlining valuation and pricing structures.
• Assist in collecting and evaluating required due diligence for transactions, including making necessary inquiries to clients to ensure timely information submission.
• Prepare pro forma statements and projections that 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 to effectively “tell the story” of a given asset.
• Understand and review real estate documents (leases, operating statements, rent rolls, loan documents, appraisals, etc.) to identify issues or inconsistencies.
• 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 marketing efforts; respond to lender requests and questions.
• Assist brokers in closing transactions, including following checklists and interacting with lenders and clients to facilitate efficient closings.
• Identify opportunities to automate existing workflows and lead the implementation of AI-driven and data-enabled solutions to improve efficiency, scalability, and deal sourcing effectiveness.
• Other duties as assigned.

Requirements

• Bachelor’s Degree in Business, Finance, Accounting, Real Estate, or a related field preferred; master’s degree or MBA a plus.
• 1 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.
• Strong analytical skills with high attention to detail and accuracy.
• Ability to build, analyze, and summarize complex financial models in Excel and Argus.
• Experience utilizing AI tools and resources.
• Strong written communication skills for developing high-level analysis summaries.
• Passion for client delivery, with a strong emphasis on producing high-quality work, meeting deadlines, and demonstrating personal initiative 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 simultaneously in a high-volume, fast-paced, transaction-oriented environment.
• Proactive and takes charge in all aspects of the role.
• Growth-oriented mindset with a desire to learn and share knowledge to help others succeed.
• Ability to maintain attention to detail while working under tight deadlines.
• Highly proficient in Microsoft Office Suite; advanced Excel skills preferred.
• Willingness to work extended hours, including some weekends as needed.

Benefits

Cushman & Wakefield provides eligible employees with an opportunity to enroll in a variety of benefit programs, 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.

Pay

The compensation for this position ranges from $68,000 to $80,000, depending on factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The company will not pay less than minimum wage for this role.