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Capital Markets Senior Financial Analyst

Cushman & Wakefield
United States, North Carolina, Charlotte
Nov 22, 2024

Job Title

Capital Markets Senior Financial Analyst

Job Description Summary

The Capital Markets Senior Financial Analyst ("CMFA") will support transactions generated by Cushman & Wakefield's Capital Markets brokerage services with a concentration in multifamily valuation analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, due diligence collection and review, and will be responsible for translating analysis findings into high-level summaries for our Capital Market brokers.
The ideal candidate will be based in one of the following locations: Charlotte, Atlanta or Dallas, and available to work on-site in a local Cushman & Wakefield office. Hybrid schedule available. Team members may be expected to travel and work outside normal operating hours depending on the product type and markets they service and to meet project deadlines.

Job Description

  • Lead the execution of more complex Broker financial analysis/modeling requests, which may include serving as a project manager on high-value client opportunities and portfolio transactions
  • Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)
  • Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps
  • Conduct market research to analyze property and market conditions; synthesize findings in a clear, concise manner
  • Communicate with Brokers and Broker teams to confirm request scope and review analysis findings; demonstrate ability to communicate findings in a clear, compelling manner, answer clarifying questions, and make timely, accurate revisions
  • Identify and communicate any missing information or unclear requests to ensure accurate analyses
  • Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies
  • Assist and mentor CMFA Analysts as they gain experience
  • Participates in the development of training resource tools and material in support of continuous Analyst development
  • Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training
  • Track and develop working knowledge of real estate fundamentals and industry trends
  • Support the CMFA Hub's maturity by supporting process improvement and automation initiatives through communicating improvement opportunities and suggesting potential solutions, and participating in related project task teams and user acceptance testing groups, as needed
  • Performs other related duties as required or requested

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
  • 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 a plus
  • Highly proficient in Microsoft Office Suite, especially in Microsoft Excel
  • Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and motivated to exceed expectations
  • Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy
  • Demonstrates strong time management and organization skills
  • Takes charge and is proactive in all aspects of role
  • Growth oriented mindset, desire to learn more and shares knowledge to help others succeed
  • Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment, navigating challenges with a positive and solution-oriented mindset


Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

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 HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

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