Investor Relations, Lead Analyst

Overview

A national nonprofit organization focused on affordable housing is seeking a Lead Analyst to support property due diligence and data collection for low-income housing tax credit (LIHTC) multi-investor real estate funds. This role involves working with property data, investor reporting, and supporting fund closing processes.

Responsibilities

• Collect, transform, and integrate property data from multiple sources into tabular investor reports used during fund closings.
• Maintain investor pipeline reports and ensure internal record-keeping systems are up to date.
• Coordinate with Acquisitions and Underwriting teams to respond to investor inquiries and requests.
• Support investor due diligence and closing processes, including managing documentation and third-party reviews.
• Assist in preparing materials for investor meetings and portfolio reviews.
• Develop and maintain knowledge of LIHTC underwriting standards and compliance requirements.
• Participate in team meetings and contribute to process improvement initiatives.
• Travel up to 10% for internal events, conferences, and investor meetings.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, Urban Planning, or a related field.
• Minimum of 2 years of experience with LIHTC investments (including internships or analyst roles).
• Experience merging, transforming, and analyzing large data sets with strong attention to detail and accuracy.
• Strong financial analysis and writing skills.
• Highly service-oriented, detail-focused, self-motivated, and able to work independently.
• Proficiency in Microsoft Excel; familiarity with Salesforce integration is a plus.

Preferred Qualifications

• Interest in affordable housing and community development.
• Ability to collaborate effectively and manage ambiguity.
• Skills in driving results, developing talent, ensuring accountability, and cultivating innovation.

Compensation & Benefits

• Salary range: $85,000 – $105,000 annually, dependent on skills, qualifications, experience, and location.
• Annual performance bonuses.
• Comprehensive benefits including dental, health, and vision plans.
• Family-building benefits such as adoption and surrogacy support.
• Flexible work arrangements to support work-life balance.
• Health advocacy, Employee Assistance Program (EAP), and mental health benefits.
• Financial education and wellness programs.
• 401(k) plan with employer matching contributions.
• Learning and development opportunities including tuition reimbursement for job-related courses and certifications.

Location

Opportunities available across multiple offices nationwide with some travel required (up to 10%).