Financial Analyst, Capital Markets

Location: New York, New York, USA

Job Title

Job Description Summary

The Capital Markets Financial Analyst (“CMFA”) will serve as dedicated support to a New York-based top fee-earning team within Cushman & Wakefield’s Capital Markets Equity Debt & Structured Finance (EDSF) group. The team represents institutional owners of all major property types throughout the New York City market and across the country. Financial Analysts will support all phases of the financing process, including preparing detailed financial analysis and valuations, assisting in preparing proposals for new business opportunities, creating marketing materials for new assignments, and summarizing and distributing feedback of the team’s marketing efforts to clients and lenders.

Analysts will also identify opportunities to automate existing workflows and lead the implementation of AI-driven and data-enabled solutions to improve efficiency, scalability, and sourcing effectiveness.

This role will be based in New York, New York and the candidate must be available to work on-site in the Cushman & Wakefield office located at 1290 Avenue of the Americas in New York, NY. Team members may be expected to travel and work outside normal operating hours to meet project deadlines. The ideal candidate will have the desire to grow in the commercial real estate industry, have a strong background in financial analysis, excellent writing skills, be self-motivated with excellent time management skills to prioritize deadlines, and have a strong work ethic.

Essential Duties

• 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