Financial Analyst, Capital Markets

Job Title

Financial Analyst, Capital Markets

Job Description Summary

Position Summary: The Capital Markets Financial Analyst (“CMFA”) Pool Analyst will support transactions generated by Cushman & Wakefield’s Investment Sales brokerage services across multiple product types. The primary role of the CMFA will be to perform financial analysis activities of pricing, Excel valuation model creation and auditing, lease abstractions, due diligence collection and review, market data collection, and translating analysis findings into high-level summaries with oversight from senior members of the team.  
The ideal candidate will be based in San Francisco, CA and will be available to work on-site at that 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.

Job Description

Essential Duties

• Support the execution of financial analysis and valuation modeling requests
• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (historical and current)
• Conduct audits of existing financial models for accuracy of data inputs and validity of cash flow and pricing assumptions
• Review leases to abstract key economic and non-economic data points, identifying any lease term gaps or areas of issue/concern
• Conduct market research to analyze property and market conditions; synthesize research findings in a clear, concise manner
• Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies
• Identify and communicate any missing information or unclear requests to ensure accurate analyses; coordinate collection of additional information as required
• Review analysis deliverables with senior team members and lead broker, addressing clarifying questions and making accurate revisions in a timely manner
• Participate in knowledge share and content management by documenting processes and training materials and disseminating tools, templates, and best practices
• Embrace and leverage AI tools and emerging technologies to enhance efficiency, accuracy, and quality in financial analysis and workflow processes
• Performs other related duties as required or requested.

Other Requirements & Administrative Duties

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred
• Combination of education without a degree and corporate work experience may be considered
• 1-2 years of financial analysis and modeling experience, Capital Markets and/or industrial experience
• Experience with Argus Enterprise (certification not required) and Excel discounted cash flow models a plus
• Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and exceeding stakeholder expectations
• Highly proficient in Microsoft Office Suite, especially in Microsoft Excel
• Experience with CoStar and other similar market research tools a plus
• Strong analytical skills with high attention to detail and accuracy
• Ability to write effectively and succinctly for use in marketing deliverables a plus
• 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 more and shares knowledge to help others succeed   

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: $ 72,250.00 - $85,000.00

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”