Financial Analyst, Capital Markets

Job Title

Financial Analyst, Capital Markets

Job Description Summary

The Capital Markets Financial Analyst will serve as dedicated support to a leading Charlotte-based broker team within Cushman & Wakefield’s Capital Markets Equity Debt & Structured Finance (EDSF) group. The team represents owners of all major property types with an emphasis on the North Carolina market, the Southeastern U.S., and other markets across the country.
The Financial Analyst 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 and debt models for new assignments and summarizing and distributing feedback of the broker’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 deal sourcing effectiveness.
This role will be based in Charlotte, North Carolina, and the candidate must be available to work on-site in the Cushman & Wakefield office located at 300 S. Tryon Street. 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 superb time management skills to prioritize deadlines, and have a strong work ethic.

Job Description

Essential Duties

• Prepare debt and/or equity offering memoranda that conveys all particulars of a transaction in a professionally written format presented to clients and lenders (financial projections, market and location issues, tenant analysis and persuasively written summaries/highlights).

• 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 for each deal.

• 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 with a goal to best “tell the story” of a given asset.

• 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.

• Assist the brokers in closing transactions including following checklists while interacting with lenders and clients to facilitate an efficient closing.

• Other duties as assigned

Other Requirements & Administrative Duties

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred, with a master’s degree or MBA a plus.    

• 1 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 a plus.

• Strong analytical skills with high attention to detail and accuracy 

• Ability to build, analyze, and summarize complex financial models in Excel and Argus

• Experience utilizing AI tools and resources

• Strong written communication skills developing high-level analysis summaries

• Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and strong personal initiative to succeed in an entrepreneurial environment

• Ability to function in a team-oriented setting while working independently with limited day-to-day supervision

• Strong time management, organization, and interpersonal skills

• Ability to handle multiple projects at one time and work in a high-volume, fast past transaction-oriented environment

• Takes charge and is proactive in all aspects of role

• Growth oriented mindset, desire to learn and shares knowledge to help others succeed

• Ability to maintain attention to detail while working under tight deadlines

• Highly proficient in Microsoft Office Suite; advance Excel skills preferred

• Ability and willingness work extended hours, including some weekends as needed.

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally 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. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $ 68,000.00 - $80,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

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 [email protected]. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”