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 Associate and fee-earners.
Job Description
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 Associate 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 to discuss required analysis for pitch/proposal and corresponding assumptions and scenarios as needed
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 or Senior 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
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
BACKGROUND AND EXPERIENCE
Demonstrated experience should include:
Bachelor’s Degree (Finance or Accounting preferred)
1-3 years’ experience in Finance field
Financial modeling experience
Commercial Real Estate experience a plus
Knowledge of Microsoft Office with intermediate knowledge of Excel
Experience in Argus and Real Capital Analytics a plus
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
Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.
