Financial Analyst, Capital Markets

Job Title Financial Analyst, Capital Markets

Job Description Summary The Capital Markets Financial Analyst will serve as dedicated support to a leading Charlotte-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 North Carolina market, the Southeastern U.S., and other markets 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. Analysts will also identify opportunities to automate existing workflows and lead the implementation of AI-driven and data-enabled solutions to improve efficiency, scalability, and deal sourcing effectiveness.

This role will be based in Charlotte, North Carolina, and the candidate must be available to work on-site in the Cushman & Wakefield office located at 300 S. Tryon Street. 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.

Job Description Essential Duties 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

Other Requirements & Administrative Duties Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred, with a master’s degree or MBA a plus.
1 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 detail and accuracy

Ability to build, analyze, and summarize complex financial models in Excel and Argus Experience utilizing AI tools and resources

Strong written communication skills developing high-level analysis summaries

Passion for client delivery, with strong…