Manager, Financial Analysis Hub (Equity Debt & Structured Finance)

Job Title

Manager, Financial Analysis Hub (Equity Debt & Structured Finance)

Job Description Summary

Cushman & Wakefield’s Equity, Debt, and Structured Finance group (“C&W EDSF”) is a premier capital markets team providing solutions for complex transactions on behalf of institutional, corporate, and private investment clients offering a range of debt advisory services including construction, bridge and permanent financing throughout the capital stack including first mortgages, B-notes, mezzanine financings and preferred equity.

The role reports into the Director of the Financial Analysis Hub, an Advisory shared services platform supporting Capital Markets brokerage within the Americas. The Financial Analysis Hub specializes in valuation modeling and advanced commercial real estate analytics, providing best-in-class financial analysis support across various product types for the benefit of our clients and key stakeholders.

Job Description

Essential Duties 

• Oversee the delivery of strategic insights and recommendations to C&W Americas EDSF brokers based on analysis findings; refine analyses by providing subject matter expertise on the market, property, or commercial real estate conditions and trends in effort to equip brokers with value-add insights and high-quality analysis deliverables, contributing to driving successful transaction completion  

• Collaborate with broker and leadership stakeholders, and other support teams, to ensure the Capital Markets Financial Analysis Hub delivers an exceptional broker experience, partnering with embedded and flex analyst resources to balance team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings 

• Monitors, tracks, and observes workflow processes and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues and/or workflow process improvements 

• Implements effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments 

• Oversee the day-to-day operations of the Capital Markets Financial Analysis Hub including supervision of direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts 

• Partners on quality control reviews and communicating review feedback in a timely manner,  identifying recurring themes observed to action into individual and/or team training and development opportunities.  

• Lead, coach, train, and develop financial analysts on best practices developing investment memoranda, identifying and articulating transactional strengths and mitigates to risks, analyzing complex legal real estate related documentation including tenant leases, term sheets, loan agreements, mortgage documents, partnership agreements, and financial statements, and interacting with lenders and investors throughout the marketing and due diligence process   

• Develop and deliver Capital Markets EDSF Analyst training materials to standardize onboarding and support continued development, equipping Analysts with relevant resource tools  

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