Financial Analyst, Capital Markets

Overview

Job Description Summary The Capital Markets Financial Analyst will serve as dedicated support to a leading Chicago-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 Chicago market, the Midwestern U.S., and across the country.

Financial Analyst, Capital Markets

The Capital Markets 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. This role will be based in Chicago, Illinois, and the candidate must be available to work on-site in the Cushman & Wakefield office located at 225 West Wacker Drive.

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.

Cushman & Wakefield’s Equity, Debt, and Structured Finance group (“C&W EDSF”) is a premier Capital Markets advisory team providing a myriad of capital solutions for complex transactions on behalf of institutional, corporate, and private investment clients offerings. These transactions include permanent, bridge, construction and recapitalization financings throughout the capital stack including first mortgages, B-notes, mezzanine financings, preferred equity, and common equity.

• 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

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred, with a master’s degree or MBA a plus.
• 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 a plus.
• Strong analytical skills with high attention to…