Financial Analyst Multifamily Full Time

The financial analyst will work with the fee-earner and their team to perform various forms of financial analysis. In this role the financial analyst will support the fee-earner in pursuit of prospect clients and the servicing of clients from an analytical perspective. This position will report to the Director of Market Operations and receive day-to-day feedback from the Service Delivery Associate and fee-earners.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support service lines by performing property level analytics, supporting pursuits, and generating reports to internal and external clients
• Perform various analytics unique to service line and industry which may require varying source documents and/or modeling.

Key responsibilities

Financial Analysis

• Receive request from fee-earner or service delivery coordinator for analysis
• Collect required data inputs and make request for information, as needed, from necessary parties to complete analysis
• Perform various analytics as requested by fee-earner using industry-specific systems/tools and Microsoft Excel
• Meet with Fee Earner and/or Associate to discuss assumptions and scenarios for analysis
• Draft analysis for review and packaging of material by fee-earner
• Edit and refine analysis based on feedback
• Support Marketing Specialists, as required, for creative interpretation of financial analysis
• Finalize and package analysis for delivery to fee-earner

Pitch and Proposal Coordination

• Attend strategy meeting with to discuss required analysis for pitch/proposal and corresponding assumptions and scenarios
• Perform necessary analysis and provide to fee-earner for review
• Draft analysis write up and provide to Associate for review and completion
• Provide analysis to Marketing and/or service delivery coordinator for inclusion in pitch and/or proposal
• Edit analysis based on feedback
• Draft analysis write up and provide to Associate for review and completion
• Provide finalized analysis to service delivery coordinator and/or Marketing for inclusion in overall pitch and/or proposal
• Revise analysis based on feedback from fee-earner and or Client as a result of pitch/proposal

Content Marketing and Graphic Design

• Perform analysis as necessary for desired content
• Draft analysis write up and provide to Associate for review and completion
• Deliver analysis to necessary party for inclusion in overall deliverable
• Provide Marketing and/or service delivery coordinator analysis for inclusion in overall presentation design
• Work with graphic designers on related visuals for analysis

Respond to Data Requests

• Request necessary information from appropriate party for analysis requested and follow up as necessary
• Perform analysis in response to data request and provide to fee-earner
• Review analysis with fee-earner and Associate and adjust based on feedback
• Provide final analysis to fee-earner or other party if included as part of overall presentation

Reporting relationship

Role will report to the following:

• Director of Market Operations (solid line)
• Associate or Fee Earner (dotted line)

Metrics

Role will be evaluated on the following:

• Accuracy of analysis
• Timeliness of analysis
• Client Churn
• Support Hours Required
• Pursuits Supported
• Cost of Customer Acquisition

BACKGROUND AND EXPERIENCE

Demonstrated experience should include:

• Bachelor’s Degree (Finance or Accounting preferred)
• 1-7 years’ experience in Finance field
• Financial modelling experience
• Commercial Real Estate experience a plus
• Knowledge of Microsoft Office with intermediate knowledge of Excel for junior positions and advanced knowledge in Excel for junior positions
• Advanced experience in Argus and Real Capital Analytics for senior positions

Competencies

• Exceptional analytical skills
• Strong math and advanced research skills
• Ability to read and interpret financial statements
• Strong written and oral communication skills
• Ability to multitask
• Knowledge of financial formulas

Source: Cushman Wakefield Career Page

Tagged as: Brokerage Firm