Financial Analyst

The Bozzuto Group is seeking a Financial Analyst to assist in project level debt and equity financing for our existing portfolio and development pipeline of multifamily and single-family assets. The Financial Analyst will be an integral member of the finance team, assisting with project-level underwriting, due diligence, portfolio analysis, and investor relations.

Responsibilities Include:

Project Finance

  • Analysis, evaluation, and modeling of debt and equity financings for multifamily, mixed-use and for-sale development projects.
  • Preparation of debt and equity packages for distribution to potential capital sources.
  • Coordination of lender and investor due diligence, including working closely with Bozzuto Development Company, Bozzuto Homes and/or Director of Research to gather and analyze market conditions, comparable projects and other data relevant to project financings.
  • Ongoing monitoring of project performance to ensure compliance with milestones and hurdles (e.g., construction progress, debt service coverage) specified by loan agreements and/or operating agreements.
  • Administration and tracking of debt portfolio, including upcoming debt maturities, qualification for loan extensions and guaranty exposure.
  • Other ad hoc analysis as assigned

Investor Relations

  • Production of regular project status updates for investors.
  • Updating of annual investor reports, including development of investor-specific cash flow projections based on project-level budgets.
  • Coordination of capital calls to equity co-investors.
  • Calculation and communication of investor cash distributions.
  • Other investor communications as assigned.

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