Financial Analyst, Capital Markets (Multifamily)

About the role

The Capital Markets Financial Analyst (“CMFA”) Hub Analyst supports transactions generated by Cushman & Wakefield’s Investment Sales brokerage services specializing in multifamily investments. The primary role involves performing financial analysis activities such as 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”). The ideal candidate will be based in San Francisco and available to work on-site in a local Cushman & Wakefield office.

Responsibilities

• 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
• Conduct extensive research, including but not limited to, reviewing and analyzing financial reports, studying comparable properties, collecting 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
• Aid in 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.)
• 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
• Reviews 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
• Maintains owner database and tracks loan maturities for Business Development
• Maintains rent and sales comp database
• Reviews analyses with deal team, answer clarifying questions and make accurate revisions
• Participates 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

Requirements

• 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

Qualifications

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred
• Combination of education without a degree and corporate work experience may be considered
• 0-2 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

Skills

• Financial Analysis
• Excel Modeling
• Market Research
• Client Service
• Communication
• Time Management
• Attention to Detail

Benefits

• Comprehensive benefits package including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs
• 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

Pay

$72,250.00 - $85,000.00

Schedule

Full-time