Financial Analyst

The primary role of the Financial Analyst is to underwrite acquisition prospects, support acquisition closings, and complete post-closing lender and tax credit equity investor requirements. Acquisition targets consist mainly of transactions using Low-Income Housing Tax Credits (LIHTC).

Below is a summary of the Financial Analyst’s duties:

• Perform Excel underwritings of LIHTC acquisition opportunities
• Perform research to support underwritings, including researching market rental rates, vacancy, bad debt, historical expenses, and project pro forma expenses
• Underwrite and compare various debt structures
• Present findings of research and analysis using effective verbal and written communications
• Lead in the preparation and delivery of due diligence items for lenders and investors, including: (Order, review, and submit the third party due to diligence reports, Perform initial review of title, survey, organizational documents, loan documents, insurance certificates, and other project-level due diligence)
• Participate in the development and preparation of presentations and materials
• Prepare and submit tax credit and soft fund applications
• Support deal leads in transaction closings
• Coordinate the transition from pre-closing to post-closing
• Post-closing work with other departments to track project costs and prepare cost certifications
• Post-closing work with equity investors, lenders, and state allocating agencies to process required information and documentation
• Support deal leads in property dispositions, refinancing, and HUD filings for contract modifications
• Other duties as assigned

Skills and Experience

• Minimum of two years of applicable transactional real estate experience
• LIHTC experience is a plus/optional
• Legal experience or familiarity with legal/transaction documents preferred
• Excellent communication and time management skills
• Must be proficient with Microsoft Office Suite with a heavy emphasis on Excel and Word
• Must possess and be able to demonstrate effectiveness with each of the following Key Attributes
• Real estate experience (internships count towards required experience)
• Experience in multifamily asset management/investment analysis preferred
• Strong use of formulas, functions, and ability to work efficiently within proprietary models and occasionally create new models on an ad hoc basis
• A clear understanding of fundamental real estate economics, finance principles and financial statements
• Strong project management and coordination skills as well as the ability to multi-task
• Strong quantitative and analytical skills
• Attention to detail and extremely well organized
• Able to work independently, be self-motivated, and be a team player
• Strong personal initiative and desire to succeed

Education

• Bachelor's Degree (finance, real estate, accounting, or business majors preferred)

To Apply:
If you are interested in joining our fast-paced, dynamic office and are looking to take a lead role in a diverse management team, please reply with a current resume, three (3) references, salary history, and a cover letter.

We are an equal opportunity employer and encourage all qualified candidates to apply.

Compensation and Benefits:

This is a full-time position with competitive compensation and benefits.

Job Type: Full-time