Senior Financial Analyst, Capital Markets; Multifamily
Listed on 2026-01-27
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Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
Senior Financial Analyst, Capital Markets (Multifamily)
Position located in Tampa or Jacksonville, Florida.
Job Description SummaryThe Capital Markets Senior Financial Analyst ("CMFA") will support transactions generated by Cushman & Wakefield’s Capital Markets brokerage services with a concentration in multifamily valuation analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, due diligence collection and review, and will be responsible for translating analysis findings into high-level summaries for our Capital Market brokers.
The ideal candidate will be based in Tampa or Jacksonville, Florida, and available to work on‑site in a local Cushman & Wakefield office. Team members may be expected to travel and work outside normal operating hours depending on the product type and markets they service and to meet project deadlines.
Essential Duties- Lead the execution of more complex Broker financial analysis/modeling requests, which may include serving as a project manager on high‑value client opportunities and portfolio transactions
- Prepare pro forma statements, discounted cash flow analyses, and Excel‑based financial models with consideration of market conditions (both current and historical)
- Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps
- Conduct market research to analyze property and market conditions; synthesize findings in a clear, concise manner
- Review tenant leases to abstract key data points and identify areas of issue/concern that will have an impact on the real‑estate financial analysis, as applicable
- Communicate with Brokers and Broker teams to confirm request scope and review analysis findings; demonstrate ability to communicate findings in a clear, compelling manner, answer clarifying questions, and make timely, accurate revisions
- Identify and communicate any missing information or unclear requests to ensure accurate analyses
- Assist and mentor CMFA Analysts as they gain experience
- Develop high‑level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies
- Participates in the development of training resource tools and material in support of continuous Analyst development
- Participation in internal and external stakeholder meetings to present and discuss their analyses
- Draft and prep Offering Memorandums, Broker Opinion of Value, and/or Request for Proposals and all related content
- Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training
- May assist with market research of prospective transactions
- Participates in broker team calls and meetings as needed
- May liaise with Commission Accounting on behalf of the MAG Broker team in regard to broker commissions, outside broker payments, and broker pay discrepancies
- Track and develop working knowledge of real‑estate fundamentals and industry trends
- Performs other related duties as required or requested
- Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred
- Combination of education without a degree and corporate work experience may be considered
- 2‑5 years of financial analysis and modeling experience;
Capital Markets experience a plus - Strong knowledge of real‑estate financial concepts
- Extensive experience with multifamily underwriting, knowledge of student housing and/or self‑storage a plus
- Highly proficient in Microsoft Office Suite, especially in Microsoft Excel
- Ability to write effectively and succinctly for use in marketing deliverables, or other internal stakeholders
- Passion for client delivery, with strong emphasis on producing high‑quality work, meeting deadlines, and motivated to exceed expectations
- Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy
- Demonstrates strong time management and organizational skills
- Takes charge and is proactive in all aspects of…
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