Construction Analyst Job Description
Construction analyst
provides construction management services through all phases of the project for contract administration processes, quality of work documentation, shop drawing management, testing procedures, inspection protocols and construction techniques, change order review, and maintenance of field office records (such as time-and-materials documentation, RFI’s, contract documentation, issues files (P-files) and logs).
Construction Analyst Duties & Responsibilities
To write an effective construction analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included construction analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Assist in client and prospect materials preparation
Research, data gathering and project specific assignments
Utilization of MAPS (Morgan Asset Projection System), factor model and other tools used by EFG
Liaise with the other investment product groups (due diligence, fixed income, equity, alternatives, etc) in analysis of the appropriate data and results
Monitoring of portfolio performance and the paper traded portfolio process specific to EFG
Partner with a wide variety of constituents to produce and execute strategic investment guidance
Coordination and engagement of third party consultants for the upfront plan & cost review monthly site inspections along with property condition assessments if applicable to scope of work illustrated in the bank’s underwriting
The LOB analyst will work with the CART (Construction Loan Administration Team) team to ensure the items identified in the upfront review that require monitoring during the course of construction will be adhered to and/or noted accordingly
LOB construction analyst will serve as the point of contact to assist in the construction draw review process to confirm that the draw request package has been reviewed and analyzed and either a) reveals no concerns and is awaiting approval to fund or disburse or b) requires assistance in the facilitation of draw request if/when critical items are identified by CART team member during draw review analysis to seek resolution
The following is a concise list of the typical primary critical items or red flags that should be relayed by the CART team member to the LOB construction analyst during the draw package review process if identified and require further assistance/escalation in order to mitigate properly
Construction Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Construction Analyst
List any licenses or certifications required by the position: PMP, LSS, APICS, OSHA, AIA
Education for Construction Analyst
Typically a job would require a certain level of education.
Employers hiring for the construction analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Accounting, Business, Construction Management, Education, Engineering, Construction, Graduate Education, Economics, Architecture
Skills for Construction Analyst
Desired skills for construction analyst include:
Buildings
Designing forms
Managing files and records
Materials
Methods
Office procedures and terminology
Repair of houses
Stenography and transcription
Tools involved in the construction
Excel
Desired experience for construction analyst includes:
Research of optimal implementation strategies
At least 1-4 years relevant work experience during which time the candidate will have gained a strong understanding of at least one asset class
Strong preference for trading experience
Programing and data analysis skills
Strong communication skills to facilitate tasks within a small team field questions from sales teams
Out of balance between borrower paperwork (sworn owner’s statement-project budget inclusive of hard/soft costs) and bank’s system of record
Construction Analyst Examples
1
Construction Analyst Job Description
Job Description Example
Our company is looking for a construction analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for construction analyst
- Competitor, trend and market analysis
- Analysis on due diligence for M&A projects
- Presenting findings back to senior managment
- Lead carpenter/tradesperson responsible for the actual build of photography sets and exhibits
- Provide leadership with the build of photography sets and tradeshow displays
- Fabricate sets and displays within the agreed upon timelines
- Work with outside contractors to fabricate specialized displays/props used on the sets and exhibits
- Notify Associate Manager with issues that affect the outcome of approved timelines relating to the fabrication of sets and exhibits
- Collaborate with Associate Manager and the other team members on cost engineering and construction technique options for sets and exhibits
- When Associate Manager is traveling or on vacation, this position assumes the responsibilities of that position regarding scheduling, supervising of staff, and ordering of supplies
Qualifications for construction analyst
- Cross Asset Class Trading
- Research of quantitative trading algorithms
- Potential change order log illustrates potential cost overruns or schedule delays
- Title update has revealed liens filed or exceptions to the endorsement or update (unpaid real estate taxes)
- Requests for tenant improvements are not being calculated correctly or no lease is in place
- Work with member banks if BMO is Agent or Agent bank where BMO is a member on party bought/sold or syndicated deals to expedite resolution of issues identified with funding request
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Construction Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a construction analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for construction analyst
- Preparing a large number of ad hoc and standardized reports, participating in the research, design and creation of new reports as needed
- Risk Monitoring – Support the Global Risk Model (GRM) and review daily risk exception reports
- Risk Budgeting & Portfolio Construction – Act as liaison to PMs in creating new portfolio risk budgets, assisting with implementing changes to existing risk budgets and ensuring consistent positioning across portfolios
- Strategic Development – Work with risk strategists in developing tools to enhance the team’s risk monitoring abilities
- Client Focus – Eventually, meet with clients for due diligence meetings and GRM demonstrations
- Expedite and prioritize resource schedules Maintain schedule templates
- Take pro-active measures to ensure division-wide compliance
- Compile and distribute research in the form of narratives, graphics, data summaries, for internal (CITI) and external (Clients, Consultants, Vendors) clients
- Manage the timely and accurate preparation and communication of manager model trades to all Investment Counsellor teams
- Generate and distribute pre-trade reporting and directly support Investment Counsellor teams in the process
Qualifications for construction analyst
- Connect and co-ordinate successfully with on-shore research analysts, off-shore lending consultants and private banking relationship managers and create a winning team
- 2 years Consumer or Commercial loan experience
- Thorough financial standards understanding from a complex ASX listed background
- Minimum 3 years in commercial real estate construction disbursement or commercial Loan Servicing
- Two year technical degree in construction management and/or trade school education and 8 years of hands on experience within the construction trade or a minimum of ten years of experience within the construction trade and or tradeshow construction trade
- Supervisory experience is a plus with leading construction crews
3
Construction Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of construction analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for construction analyst
- Coordinate the resolution and reporting of trade errors through close collaboration with Investment Counsellor teams, Operations, GAM Portfolio Modelling and PH&N Management
- Generate and distribute reporting on key business metrics, including detailed assets under management data
- Act as the subject matter expert for both front office and internal partners on a variety of portfolio management related topics including, but not limited to, trading, performance measurement, corporate actions, security classification on the use of PH&N portfolio management systems
- Development and monitoring of GMP budgets and General Conditions
- Under supervision, revises, and maintains status of the detailed project cost estimate/forecast to include all phases of project execution from design/engineering, material/equipment procurement and deliveries and construction contracts through start-up activities and closeout
- Assists in analyzing project control requirements as part of bid review process to insure all cost control requirements are incorporated into individual contracts and purchase orders
- Interacts with other project groups in relation to cost codes, purchase order commitments, change orders and actual progress
- Works with the Project Controls Lead and Cost Lead in managing the overall project cost control efforts
- Works with Schedulers to develop, manage, revise, and update integrated detailed project schedules including all phases of project execution
- Monitors key project indicators and assists in the production of project reports
Qualifications for construction analyst
- Minimum 3 year work experience in the finance industry in either an investment research or investment analysis role
- Portfolio Construction workflow
- Experience reading blueprints, construction documents, and working in scale is required
- Hands on experience is required in tiling installation and techniques, construction techniques and procedures, installing plumbing products, minimal electrical
- A minimum of 8-10 years of experience within the construction trade and or tradeshow construction trade
- Limited Computer skills in Microsoft Office required
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Construction Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a construction analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for construction analyst
- Prepare monthly reporting packages for investors
- Prepare quarterly reporting for management (Development, Redevelopment, non-revenue generating capex and acquisition capital) or other departments (costs projections/pipelines, deferred depreciation analysis)
- Prepare construction loans’ funding requests to lenders
- Update tracker for legal issues, ensuring completeness and accuracy of records, and issue monthly reporting to Legal department
- Assist with Development projects’ Bond requests, Bonds tracker updates, and quarterly reporting to Development department
- Assist with General Contractors’ Due Diligence update for Development projects
- Assist with review of other construction financial analysts’ work
- Special projects as needed to assist Construction Financial Manager and Development Controller
- Develop tracking mechanisms and related databases to document, house, and monitor a large number of project-related outreach activities
- Act as liaison with IT as needed to “trouble shoot” issues with SCS-focused databases and other technology-based tools
Qualifications for construction analyst
- 2-4 years work experience in the finance industry in either an investment research or investment analysis role
- Keen interest in the investment process
- Familiarity with Credit instruments (High Yield Bonds, Leveraged Loans, Convertible Securities)
- Highly skilled analytically (Math/Statistics/Finance background preferred)
- Interest in Fixed Income markets
- 8 years Commercial and Residential Real Estate Loan experience
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Construction Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of construction analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for construction analyst
- Conduct both incremental and final data reviews to ensure that equipment validation and load out bin validation feedback is accurately captured in MERLIN/ Material Management System Windows (MMSWIN) databases
- Inventory, catalog, and stow 100% of available selected record drawings (SRD) and technical manuals (TM)
- Create customized MS Access databases to gather, extract, and analyze data, based on the needs of the department
- Manage the invoice payment process of capital and expense invoices
- Analyze historical data to assist in creating an annual work plan and capital forecast
- Analyze planned versus actual project spend and work completion, and share with key stakeholders
- Work with Public Works Reimbursement analysts to ensure reimbursement goals are met
- Work with Engineers to track employee vacation and sick time
- Develop and maintain effective relationships with other stakeholders to share best practices, provide technical advice
- Challenge existing ways of working and continuously seek ways to do things better in order to drive greater efficiencies within assigned areas
Qualifications for construction analyst
- Junior Real Estate and Construction Sector Analyst to cover Japanese Equities
- Bachelor’s degree required or any similar combination of education and experience
- Minimum of 2 years of design construction related research or related business experience
- Position may require periodic travel among retail branch offices
- Proficiency with SQL applications
- Proficiency with industry-standard programming languages and reporting platforms such as PowerPivot, Python and VBA is preferred but not strictly required