Senior Financial Analyst, Capital Markets

Overview

Job Title: Senior Financial Analyst, Capital Markets

The Capital Markets Senior Financial Analyst will serve as dedicated support to a Fort Lauderdale based leading 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 Florida market and Southeast U.S. but also 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.

The team also partners with the South Florida Commercial Investment Sales team with the analyst often cross-training and working together on sale and financing transactions. Further, the analyst is expected to interact with other internal teams (research, leasing, property management, valuation advisory, etc).

This role will be based in Fort Lauderdale, FL, and the candidate must be available to work in the office. 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.

• 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.

• Combination of education without a degree and corporate work experience may be considered.

• 1 to 5 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.

• Strong written communication skills developing high-level analysis summaries.

• Passion for…