Senior Financial Analyst

cw; New York (NY); On-site; USD 98,000 - 115,000; Full time

Benefits offered by this job

Health, vision and dental insurance

Flexible spending accounts

Health savings accounts

Retirement savings plan

Life and disability insurance

Job summary

Cushman & Wakefield is seeking a Senior Financial Analyst to support underwriting and valuation for large-scale multifamily and mixed-use investment sales across the Tri-State region. You will deliver underwriting, market data, and high-quality financing materials to institutional clients.

You'll lead financial modeling, analyze market dynamics, and collaborate with brokers and clients to advance transactions, while mentoring junior staff and maintaining accurate databases.

Qualifications

• Bachelor's degree in Real Estate, Finance, Business, or related field.
• 2-5 years of experience in real estate investment, finance, or advisory services.
• Proficient in Excel and Argus; modeling expertise required.
• Excellent written and verbal communication skills.
• Detail-oriented with ability to manage multiple projects in a fast-paced environment.
• Ability to obtain and maintain applicable state real estate license.
• Familiarity with local market dynamics and trends preferred.

Responsibilities

• Lead underwriting and valuation for $50M+ investment sales transactions.
• Prepare discounted cash flow analyses, pro forma statements, and rent roll evaluations to determine valuation.
• Assist in the preparation of offering memorandums, pitch decks, and reports for investment sales transactions.
• Conduct market research and analyze competitive positioning, location dynamics, and supply/demand dynamics.
• Interface directly with prospective investors and clients during diligence and site inspections.
• Maintain internal databases tracking investment sales activity and relevant real estate metrics.
• Mentor junior analysts to ensure timely and accurate deliverables.
• Support the collection and evaluation of due diligence materials and coordinate with clients to ensure completeness.
• Preserves client-facing continuity by leading property tours, presenting financial insights to investors, and supporting brokers in real-time conversations - activities that materially shape client confidence and deal conversion.

Skills

Excel

Argus

Financial modeling

Communication skills

Education

Bachelor's degree in Real Estate, Finance, Business, or related field

Job description

Senior Financial Analyst

The Multifamily Senior Financial Analyst will play a critical role in supporting the execution of investment sales transactions across multifamily, mixed-use, and development assets across the Tri-State. This position requires strong financial modeling capabilities, market research acumen, and the ability to communicate complex financial narratives to institutional clients. The Senior Financial Analyst will work closely with key team members and clients to deliver high-quality underwriting, marketing materials, and transaction support.

Key Responsibilities

• Lead underwriting and valuation for $50M+ investment sales transactions
• Prepare discounted cash flow analyses, pro forma statements, and rent roll evaluations to determine valuation
• Assist in the preparation of offering memorandums, pitch decks, and reports for investment sales transactions
• Conduct market research and analyze competitive positioning, location dynamics, and supply/demand dynamics
• Interface directly with prospective investors and clients during diligence and site inspections
• Maintain internal databases tracking investment sales activity and relevant real estate metrics
• Mentor junior analysts to ensure timely and accurate deliverables
• Support the collection and evaluation of due diligence materials and coordinate with clients to ensure completeness
• Preserves client-facing continuity by leading property tours, presenting financial insights to investors, and supporting brokers in real-time conversations - activities that materially shape client confidence and deal conversion.

Expected Impact

• Improve underwriting-to-market speed by 30-40%
• Enhance pitch win rate through elevated financial precision and storytelling
• Enable execution of $1B+ in annual transaction volume, supporting $5M+ in fee generation
• Increase institutional buyer confidence through sophisticated and clean deliverables

Qualifications & Experience

• Bachelor's degree in Real Estate, Finance, Business, or related field preferred
• 2-5 years of experience in real estate investment, finance, or advisory services
• Strong proficiency in Excel and Argus; financial modeling expertise required
• Excellent written and verbal communication skills
• Detail-oriented with the ability to manage multiple projects in a fast-paced environment
• Ability to obtain and maintain applicable state real estate license
• Familiarity with local market dynamics and trends preferred

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 accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $ 97,750.00 - $115,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

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 [e-mail]. Please refer to the job title and job location when you contact us.

INCO: "Cushman & Wakefield"