Senior Analyst - Finance jobs in United States
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Capstone Development Partners, LLC · 5 days ago

Senior Analyst - Finance

Capstone Development Partners, LLC is seeking a Senior Analyst in their Finance department. This role involves analyzing real estate project finance and investments, preparing investment memorandums, and conducting financial viability assessments for new development projects.

ConstructionManagement ConsultingReal Estate
Hiring Manager
Heena Bhakta
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Responsibilities

Analyze the financial viability of transaction structures and funding options in the context of CDP’s new development projects, running sensitivity analysis and structure scenario comparisons on both initial project capitalizations and future dispositions
Prepare investment memorandums and other finance-related materials for presentation to various audiences including internal leadership, clients, investment committee, and capital providers
Generate initial narrative drafts of finance proposals for P3 project pursuits
Generate draft meeting agendas and minutes for finance related meetings for review and finalization by Reporting Manager
Review and provide comment on project agreements, joint venture agreements, and other contracts relating to project transaction structures
Participate materially in, and lead components of, financial closing efforts with a focus on efficiently and effectively managing the due diligence process and closing checklists
Actively participate in meetings, presentations, and negotiations with clients, financial partners and other team members / partners
Travel to national and regional conferences as a representative of CDP with internal team members, clients, financial partners, etc
Create and maintain accurate and comprehensive preliminary real estate project pro forma models (using MS Excel) for projects in all phases of the predevelopment period (procurement, engagement, and closing), as well as some continuing forecasting responsibility for projects in construction and operations
Perform independent quality control reviews of all finance-related materials, including project pro forma models, resulting in a high degree of accuracy and reliability
Prepare university credit analysis and market research for new potential University partners and/or markets in which we are considering new developments
Generate and maintain a schedule of projects, tasks, and action items for CDP’s finance division for regular review and discussion with the reporting manager and CDP leadership
Conduct ongoing capital market monitoring and research, presenting relevant market updates to company leadership on no less than a quarterly basis
Coordinate with CDP’s Asset Management division to review and provide input into preliminary project O&M and capital renewal budgets, conduct ongoing analysis of company investment performance, and updates to project pro forma projections

Qualification

Real estate financeFinancial modelingDCF analysisMicrosoft ExcelMarket researchAnalytical skillsWritten communicationVerbal communicationAttention to detailTeam-oriented mindset

Required

Bachelor's Degree in relevant field (Finance, Real Estate, etc.)
2-5 years of relevant experience in commercial real estate investments and financial modeling
Demonstrated understanding of financial concepts related to project finance and investments (DCF analysis, financial statements review, GP/LP dynamics, cash flow waterfalls, etc.)
Possess exceptional analytical, written and verbal communication skills
Possess strong attention to detail and an ability to generate work product with a high degree of accuracy
Be eager and able to learn new concepts quickly
Be highly self-motivated, with a strong work ethic and sense of ownership over role and work product
Be able to provide and receive thoughtful input and constructive criticism
Be able to manage and prioritize tasks for multiple projects simultaneously, consistently meeting deadlines established by the reporting manager
Intermediate to expert proficiency in Microsoft Excel
Proficiency with MS office suite including Word & PowerPoint
Proficiency with market research platforms like Co-star or RealPage / Axiometrics
Travel requirements: 15-30%

Preferred

Experience in real estate finance and investments, preferably focused in a related real estate sector (student housing or multifamily)
Demonstrated experience in all aspects of real estate project finance analysis including market research, demand analysis, investment analysis and DCF modeling

Company

Capstone Development Partners, LLC

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Capstone Development Partners, LLC (CDP) is exclusively focused on the development of student housing on campus or near campus and is considered an industry leader in on-campus and university-affiliated P3 development.

Funding

Current Stage
Early Stage
Total Funding
unknown
2025-11-17Acquired

Leadership Team

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William Davis
Chief Development Officer
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Company data provided by crunchbase