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Senior Financial Analyst, Capital Markets (Equity Debt & Structured Finance)

Senior Financial Analyst, Capital Markets (Equity Debt & Structured Finance)

Cushman & WakefieldSan Francisco, CA, US
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Senior Financial Analyst, Capital Markets (Equity Debt & Structured Finance)

The Capital Markets Senior Financial Analyst ("CMFA") will serve as dedicated support to a San Francisco-based top fee-earner within Cushman & Wakefield's Capital Markets Equity Debt & Structured Finance (EDSF) group. The team represents institutional owners of all major property types throughout the Western United States. Senior Analysts will support all phases of the financing process, including preparing detailed financial analysis and valuations, assisting in preparing proposals for new business opportunities, and creating marketing materials for new assignments. This role will be based in San Francisco, California and the candidate must be available to work on-site in a local Cushman & Wakefield 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 excellent time management skills to prioritize deadlines, and have a strong work ethic.

Essential Duties :

  • Prepare debt sizings to determine possible financing options for each deal
  • Prepare debt and / or equity offering memoranda for commercial real estate transactions, including gathering client and property information, section write ups, creating tables, graphs and charts, and managing the graphic design process in conjunction with a graphic designer
  • Prepare financial models in Excel and Argus for clients which outline valuation and pricing structures
  • Analyze and evaluate rent rolls and operating statements of properties being considered for financing or sale to determine feasibility and valuation
  • Prepare pro forma statements and projections which accurately reflect past history of properties, as well as current and projected future market conditions
  • Prepare discounted cash flow analyses
  • Research, analyze, and evaluate market feasibility for various real estate transactions
  • Assist in collecting and evaluating required due diligence for transactions : make necessary inquiries to clients to ensure that required information is provided timely
  • Understand and review real estate documents (leases, operating statements, rent rolls, loan documents, appraisals, etc.) to determine if any issues / inconsistencies exist
  • Convey all particulars of a transaction (financial projections, market and location issues and tenant analysis etc.) in formal written format for financing packages and / or sales offering materials presented to clients
  • Generate weekly reports and updates to senior brokers on calling program status and loan quote grids
  • Collect lender / investor bids and maintain quote matrix, lender lists
  • Participate in marketing calls
  • Play an active role in business development meetings and help coordinate strategies for new business.
  • Contact and respond to lender requests / questions
  • Assist in conducting property tours / inspections
  • Other duties as assigned

Other Requirements & Administrative Duties :

  • Bachelor's degree with coursework in accounting, finance, economics and / or real estate, with strong academic credentials. MBA is a plus.
  • Combination of education without a degree and corporate work experience may be considered
  • 2 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 construct, apply and analyze complex financial models in Excel and Argus Enterprise preferred
  • 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 to travel and work extended hours, including some weekends as needed
  • California Real Estate Salesperson License required within the first year; existing license a plus.
  • 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 : $85,000.00 - $100,000.00

    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.

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