Job Description: Financial and Business Analyst
Position Overview:
The Financial & Business Analyst supports real estate development, construction, and
private equity investment strategies through in-depth financial modeling, cost analysis,
and market research. This role evaluates development costs, investment opportunities,
and economic impacts, including tax implications and job creation.
With expertise in capital markets, valuation, and deal structuring, the analyst provides
insights into debt and equity financing, risk assessment, and ROI optimization.
1. Financial Reporting & Analysis
● Prepare detailed financial reports, forecasts, and variance analysis for construction and
real estate development projects.
● Analyze development costs, project budgets, and funding structures to ensure financial
efficiency and profitability.
● Generate periodic financial statements and investor reports to support decision-making.
2. Construction Development Cost Analysis
● Assess and break down hard and soft costs associated with commercial and residential
developments.
● Evaluate cost overruns, change orders, and potential risks impacting project financials.
● Develop cost-benefit analysis models to optimize project expenditures and enhance
return on investment (ROI).
3. Economic Impact Analysis & Tax Implications
● Conduct economic impact studies on new developments, including job creation, tax
revenue generation, and local economic contributions.
● Analyze government incentives, tax abatements, and public-private partnership
structures.
● Prepare detailed reports outlining the financial impact of developments on municipalities,
businesses, and communities.
4. Valuation & Investment Analysis
● Perform real estate valuation assessments using income, market, and cost approaches.
● Evaluate investment opportunities based on risk, return, and projected cash flows.
● Support land acquisition and deal structuring by assessing potential returns and financial
viability.
5. In-Depth Financial Modeling
● Build and maintain complex financial models to assess development feasibility, funding
structures, and capital requirements.
● Perform sensitivity analysis, scenario modeling, and pro forma financial projections for
various project types.
● Develop discount cash flow (DCF) and internal rate of return (IRR) models to support
investment decisions.
6. Capital Markets & Funding Strategy Analysis
● Analyze capital markets trends and interest rate impacts for development projects.
● Evaluate debt and equity financing structures, including private equity, institutional
investments, and REITs.
● Assist in preparing investment memorandums, presentations, and funding proposals for
stakeholders.
7. Business & Market Research
● Conduct feasibility studies and competitive market analysis for commercial and
residential developments.
● Assess supply and demand trends, economic conditions, and demographic shifts that
impact project success.
● Monitor key industry indicators, construction costs, and regulatory changes affecting
development projects.
● Work with data sources such as BEA, BLS, IMF, World Bank, and industry
benchmarks to support analysis.
8. Stakeholder Communication & Reporting
● Prepare and present financial reports, executive summaries, and investment
recommendations for senior management.
● Support investor relations by providing key insights into financial performance and
market conditions.
● Collaborate with project managers, developers, legal teams, and government entities to
ensure financial transparency and compliance.
Qualifications:
● Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
● 2+ years of experience in private equity investment, investment banking,
investment analysis, asset management, or financial consulting.
● Strong proficiency in Excel, financial modeling, and valuation methodologies.
● Knowledge of commercial development, economic and impact assessment, proforma
creation, waterfall distributions, and carried interest calculations.
● Experience with Bloomberg, PitchBook, CapIQ, or similar financial data platforms.
● Understanding of private equity investments, capital flows, and regulatory
frameworks.
● Excellent analytical, problem-solving, and communication skills.
Proof of Concept
- Financial analysis of the development and operational costs for studio build based on
feasibility study - we feasibility study done
- Economic impact analysis for amount of jobs created in New Jersey from this project
(See comparables - Netflix)
