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Job Title

Capital Markets Financial Analyst Pool Manager (Multifamily)

Job Description Summary

Cushman & Wakefield’s Multifamily Advisory Group (“MAG”) is a premier capital markets team providing solutions for complex transactions on behalf of institutional, corporate, and private investment clients. MAG specializes in helping real estate owners and investors around the world with their strategic, operational, and financial goals for apartments, student housing, senior housing, build-to-rent, and other multifamily assets.

Position Summary

The Capital Markets Financial Analyst (“CMFA”) Pool Manager is a multifamily subject matter expert responsible for the day-to-day management of the CMFA Pool’s delivery of financial analysis on behalf of Cushman & Wakefield’s Multifamily Advisory Group (“MAG”) brokerage services. In this role, the CMFA Pool Manager provides oversight on the execution of MAG financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise to a diverse team of financial analysts. The CMFA Pool Manager provides oversight on team member development and performance, ensuring alignment on service delivery expectations. The CMFA Pool Manager serves as a key contributor to the CMFA Pool’s maturity with involvement in training and onboarding activities, implementing standardized workflow processes, implementing best practices, and identifying continuous improvement opportunities to ensure sustained delivery of high-quality, efficient services to Capital Markets Multifamily Brokers.

Team members may be expected to work in various time zones, depending on the product type and markets they service. Remote candidates will be considered should they agree to work during the specified working hours.

Job Description

Essential Duties

  • Deliver strategic insights and recommendations to Capital Markets Multifamily 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 Financial Analyst Pool delivers an exceptional broker experience, balances team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings
  • Monitors, tracks, and observes process and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues 
  • 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 CMFA Pool including supervision of direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts
  • Performs quality control reviews, identifying where the team’s strengths are and areas where additional training may be required. Communicates review feedback in a timely manner, and identifies recurring themes observed to action into individual and/or team training and development opportunities. 
  • Monitor CMFA Pool and Financial Analysts performance to identify opportunities for process/deliverable improvement and continued development
  • 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 Multifamily Financial Analyst training materials to standardize onboarding and support continued development, equipping Financial Analysts with relevant resource tools
  • Partner with MAG brokers and key stakeholders to develop, enhance, and implement a Multifamily Analyst training program
  • Spearhead the creation of standardized, best practice workflow processes and guidelines across the Financial Analyst Pool that create efficiencies and adds value to the MAG broker experience; collaborate with MAG brokers to understand current state processes and opportunities for standardization, taking ownership to action next steps
  • Collaborate with technology partners to identify, implement, and maintain automation/data analysis solutions to support CMFA Pool operations (e.g., Salesforce, SharePoint)
  • Actively participates in business intelligence reporting and maintenance, ensuring workflow pipeline is accurate, complete, and kept current. Ensures reporting data and analytics are accurate and complete. 
  • Support business development activities to encourage use of the CMFA Pool across C&W MAG’s product group and key stakeholders
  • Champions the adoption of the Financial Analyst Pool, pitching value proposition and benefits to Capital Markets MAG brokers while identifying opportunities where the Financial Analyst Pool can support. Develops and maintains productive broker relationships
  • Contributes to change management efforts and assist with managing resistance to change associated with changes to process/service delivery
  • Demonstrates Cushman & Wakefield’s core values by promoting a culture of diversity, equity, and inclusion; leads by example
  • Performs other related duties as required or requested

Other Requirements & Administrative Duties

  • Bachelor’s Degree (Business, Finance, Real Estate, Accounting, Economics, etc.) strongly preferred, Masters, MBA, CPA a plus
  • Combination of education without a degree and corporate work experience may be considered
  • 7+ years of multifamily financial analysis and underwriting modeling experience; Capital Markets and Commercial Real Estate underwriting and valuation experience strongly preferred 
  • Demonstrates an executive presence with the ability to communicate and interact with MAG brokers and contributes to driving successful outcomes
  • Experience leading teams and contributing to the professional development of financial professionals, including completing performance evaluations and managing team members who may be remote workers or reside in different geographies
  • Previous multifamily underwriting and/or originations experience a plus including, but not limited to, investment sales, debt financings for single assets, portfolios, and institutional-quality asset sale and experience across the capital stack sources
  • Strong champion of change and process improvement, as well as problem resolution, project management, communication, and relationship management skills
  • Experience improving processes and procedures to drive standardization and improve efficiency and quality; demonstrates technical savvy to identify areas for automation or technical improvement
  • Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment
  • Ability to navigate challenges with a solution-orientated mindset and act with a sense of urgency
  • Strong analytical skills with high attention to detail and accuracy
  • Prior management oversight with direct reports is a plus
  • Highly proficient in Microsoft Office Suite, specifically Excel
  • Excel cash flow modeling experience required, Argus modeling experience is a plus
  • Previous Capital Markets and/or Multifamily brokerage team experience a plus (broker license is not required for role)

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.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

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Confirmed 14 hours ago. Posted 15 days ago.

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