Financial Analyst, Capital Markets (Multifamily)

About the Role

The Capital Markets Financial Analyst will support transactions generated by Cushman & Wakefield’s Investment Sales brokerage services specializing in multifamily investments. The primary role is to perform financial analysis activities including pricing, Excel valuation model creation and auditing, due diligence collection and review, market data collection, and translating analysis findings into high-level summaries. This role is based in the Tysons, VA area and requires on-site work.

Key Responsibilities

• Support financial analysis and valuation modeling requests for the Multifamily Broker team, including scenario analyses.
• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models, considering market conditions.
• Audit existing financial models for accuracy of inputs and validity of assumptions.
• Perform extensive research, including financial reports, comparable properties, and local demographics.
• Develop high-level analysis summaries identifying transaction considerations, trends, outliers, and inconsistencies.
• Assist with drafting Offering Memorandums, Broker Opinion of Value, and Request for Proposals.
• Communicate professionally with clients during the sales process, assisting with marketing timelines, tour scheduling, and activity reports.
• Continually develop cash flow and Excel modeling skills; deliverables will increase in complexity.
• Prepare clear summary documentation and spreadsheets supporting analyses for client presentations, proposals, and reports.
• Review tenant leases to abstract key data points and identify issues impacting financial analysis.
• Maintain owner database and track loan maturities for Business Development.
• Maintain rent and sales comp database.
• Review analyses with the deal team, answer questions, and make revisions.
• Participate in internal and external stakeholder meetings to present and discuss analyses.
• Assist with market research of prospective transactions.
• Participate in broker team calls and meetings as needed.
• Leverage AI tools to accelerate data collection, research, valuation modeling, document abstraction, and analysis.
• Perform other related duties as required or requested.

Requirements & Tech Stack

• Microsoft Office Suite proficiency.
• Advanced knowledge in Microsoft Excel is a plus.
• Experience with Salesforce is a plus.
• Experience with CoStar and Axiometrics market research data is a plus.
• Experience creating or constructing discounted cash flow models in Excel.

Qualifications

• Bachelor’s Degree in Business, Finance, Accounting, Real Estate, or related field is preferred.
• A 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 is a plus.
• Client-service oriented mindset.
• Strong analytical skills with high attention to detail and accuracy.
• Ability to write effectively and succinctly.
• 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 and share knowledge.
• Team members may be expected to work outside normal operating hours to meet project deadlines.