Senior Financial Analyst, Capital Markets (Multifamily)
About the Role
The Capital Markets Senior Financial Analyst (CMFA) will support transactions generated by Cushman & Wakefield’s Capital Markets brokerage services, focusing on multifamily valuation analyses. This role involves complex financial analysis, Excel valuation model creation, due diligence, and translating findings into high-level summaries for brokers. The ideal candidate will be based in Los Angeles, CA, and work on-site in a local Cushman & Wakefield office. Travel and work outside normal operating hours may be required to meet project deadlines.
Responsibilities
- Lead the execution of complex broker financial analysis and modeling requests, including project management for high-value client opportunities and portfolio transactions.
- Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models, considering current and historical market conditions.
- Conduct audits of existing financial models to ensure accuracy of inputs and validity of assumptions, identifying data gaps.
- Perform market research to analyze property and market conditions, synthesizing findings clearly and concisely.
- Review tenant leases to abstract key data points and identify issues impacting financial analysis.
- Communicate with brokers and teams to confirm request scope, review findings, and make timely revisions.
- Identify and address missing information or unclear requests to ensure accurate analyses.
- Assist and mentor CMFA Analysts as they gain experience.
- Develop high-level analysis summaries, identifying transaction considerations, trends, outliers, and inconsistencies.
- Participate in developing training resources and materials for continuous analyst development.
- Attend internal and external stakeholder meetings to present and discuss analyses.
- Draft and prepare Offering Memorandums, Broker Opinion of Value, Request for Proposals, and related content.
- Perform quality control reviews to ensure work product meets scope requirements and identify themes for further training.
- Assist with market research for prospective transactions.
- Participate in broker team calls and meetings as needed.
- Liaise with Commission Accounting regarding broker commissions, outside broker payments, and discrepancies.
- Track and develop knowledge of real estate fundamentals and industry trends.
- Perform other related duties as required or requested.
Requirements
- Bachelor’s Degree in Business, Finance, Accounting, Real Estate, or related field preferred; combination of education and corporate work experience may be considered.
- 2-5 years of financial analysis and modeling experience; Capital Markets experience a plus.
- Strong knowledge of real estate financial concepts.
- Extensive experience with multifamily underwriting; knowledge of student housing and/or self-storage is a plus.
- Highly proficient in Microsoft Office Suite, especially Microsoft Excel.
- Ability to write effectively and succinctly for marketing deliverables and internal stakeholders.
- Passion for client delivery, with a strong emphasis on high-quality work and meeting deadlines.
- Critical thinking and strong analytical skills with high attention to detail and accuracy.
- Strong time management and organization skills.
- Proactive and takes initiative in all aspects of the role.
- Growth-oriented mindset with a desire to learn and share knowledge.
- Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment.
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 $93,500.00 to $110,000.00, depending on factors such as geographic location, experience, qualifications, and applicability of collective bargaining agreements.