Financial Analyst, Capital Markets

About the Role

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. This team represents institutional owners of various property types across New York City and the country. The role is based in New York, New York, with on-site work required at 1290 Avenue of the Americas.

Key Responsibilities

• Prepare debt and/or equity offering memoranda detailing transaction particulars for clients and lenders.
• Manage the graphic design process for offering memoranda, including creating tables, graphs, charts, and writing technical summaries.
• Prepare debt sizings to determine financing options.
• Prepare financial models in Excel and Argus outlining valuation and pricing structures.
• Assist in collecting and evaluating due diligence, making inquiries to clients for timely information.
• Prepare pro forma statements and projections reflecting historical performance and market conditions.
• Research, analyze, and evaluate market feasibility for real estate transactions.
• Review real estate documents (leases, operating statements, rent rolls, loan documents, appraisals) to identify issues or inconsistencies.
• Generate weekly written reports and updates to senior brokers on transaction marketing status.
• Collect and summarize lender and investor bids in detailed quote matrices.
• Prepare and manage lists of potential lenders, investors, and contacts for 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.

Requirements & Tech Stack

• AI tools
• Copilot
• ChatGPT
• Claude
• Excel (highly proficient, advanced skills preferred)
• Argus
• Microsoft Office Suite (highly proficient)

Qualifications

• Bachelor’s Degree in Business, Finance, Accounting, Real Estate, or a related field is preferred. A combination of education without a degree and corporate work experience may be considered.
• 0 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 is a plus.
• Experience utilizing AI tools and resources.
• Strong analytical skills with high attention to detail and accuracy.
• Ability to build, analyze, and summarize complex financial models.
• Strong written communication skills developing high-level analysis summaries.
• Passion for client delivery, with a strong emphasis on producing high-quality work and meeting deadlines.
• Self-motivated with excellent time management skills to prioritize deadlines.
• Ability to function in a team-oriented setting while being resourceful and working independently with limited day-to-day supervision.
• Strong time management, organization, and interpersonal skills.
• Ability to handle multiple projects simultaneously in a fast-paced, transaction-oriented environment.
• Proactive in all aspects of the role.
• Growth-oriented mindset, desire to learn, and willingness to share knowledge.
• Ability to maintain attention to detail while working under tight deadlines.
• Ability and willingness to travel and work extended hours, including some weekends, as needed.

Compensation: $76,500.00 - $90,000.00