Senior Financial Analyst, Capital Markets (Senior Housing)

Job Title

Senior Financial Analyst, Capital Markets (Senior Housing)

Job Description Summary

Position Summary: The Capital Markets Financial Analyst (“CMFA”) Hub Senior Analyst will support transactions generated by Cushman & Wakefield’s Investment Sales brokerage services specializing in senior housing investments. The primary role of the CMFA will be to perform financial analysis activities of pricing, Excel valuation model creation and auditing, due diligence collection and review, market data collection, and translating analysis findings into high-level summaries with oversight from members of the Senior Housing specialty group.
The ideal candidate will be based in Chicago, Illinois and available to work on-site in a local Cushman & Wakefield office. Team members may be expected to work outside normal operating hours to meet project deadlines.

Job Description

Essential Duties

• Support the execution of Senior Housing Broker team financial analysis and valuation modeling requests, including scenario analyses
• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current historical)
• Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions
• Perform extensive research, including but not limited to, reviewing and analyzing financial reports, studying comparable properties, collect information on the immediate area (demographics) and overall market; synthesize findings in a clear, concise manner
• Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies
• Assist with the drafting and preparing of Offering Memorandums, Broker Opinion of Value, and/or Request for Proposals
• Communicate professionally to clients in the execution phase of the sales process (including assisting with Marketing Timelines, Scheduling Tours, Weekly Activity Reports, etc.)
• Demonstrates continual development of cash flow and Excel-modeling skills and competencies. Deliverables will increase in complexity and scope over time in the role.
• Prepares clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports
• Review tenant leases to abstract key data points and identify areas of issue/concern that will have an impact on the real estate financial analysis, as applicable for Senior Housing opportunities
• Maintain owner database and track loan maturities for Business Development.
• Maintain rent and sales comp database
• Review analyses with deal team, answer clarifying questions and make accurate revisions
• Participation in internal and external stakeholder meetings to present and discuss their analyses
• May assist with market research of prospective transactions
• Participates in broker team calls and meetings, as needed
• Performs other related duties as required or as 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
• 2+ years of financial analysis and Excel modeling experience, Senior Housing underwriting experience required. Candidate should have experience in Assisted Living, Independent Living, Memory Care (Alzheimer’s/Dementia Care), Skilled Nursing, and/or Continuous Care Retirement Communities type facilities
• Experience with creating or constructing discounted cash flow models in Excel
• Client-service oriented mindset with a passion for producing a high-quality work product, meeting deadlines and client expectations
• Highly proficient in Microsoft Office Suite. Advanced knowledge in Microsoft Excel a plus.
• Experience with Salesforce, and CoStar and Axiometrics market research data a plus
• Strong analytical skills with high attention to detail and accuracy
• Ability to write effectively and succinctly for use in marketing deliverables, or other internal stakeholders
• 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 acc