Overview
This role is for a Financial Analyst within the Development & Community Advisory team, focusing on the Affordable Housing practice. The position involves working alongside experienced leaders to deliver financial advisory services to real estate clients, contributing to complex transactions and client outcomes, and supporting the growth of the practice. The role offers career progression, flexible work arrangements, and opportunities to build professional relationships.
Responsibilities
- Support transaction structuring and financial modeling, including integrating multiple tax credit programs, incentives, and nontraditional financing sources
- Assist in securing debt, equity, and other financing sources, including supporting negotiations with funding partners
- Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
- Support transactions involving low-income and historic tax credits, including preparation of application materials and analysis to maximize value
- Research industry and technical topics, compile relevant data, and present clear, actionable findings
- Provide consulting support to help clients achieve strategic, financial, and operational objectives
- Contribute to additional real estate analyses, including market-rate projects, syndicated transactions, and end-of-compliance-period assessments
Minimum Qualifications
- Bachelor's degree (4-year degree)
- Minimum of 3 years of professional experience
Preferred Qualifications
- 3+ years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications
- Experience with affordable housing funding sources such as LIHTC, HOME, FHLB, and HUD programs
- Strong Microsoft Office skills, especially Excel and Word, with the ability to navigate and update complex financial models
- Ability to prepare applications, supporting documentation, and other detailed client deliverables accurately
- Strong written and verbal communication skills, including drafting professional emails, asking thoughtful questions, and providing clear project updates
- Exceptional attention to detail and commitment to producing accurate, polished work
- Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
- Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments
- A resourceful self-starter who takes initiative, works independently, and knows when to seek guidance
- A curious and motivated learner with strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry
Compensation & Benefits
- The US National pay rate range for this position is $84,000 to $164,300
- The California pay rate range for this position is $77,800 to $164,300
- Actual compensation depends on factors including skills, experience, qualifications, certifications, work arrangements, and geographic location
- A comprehensive compensation and benefits package is offered to eligible employees
Location
Please discuss work location status with the talent acquisition professional to understand requirements for the opportunity being explored.