Overview
This role involves working as a Senior Financial Analyst specializing in Affordable Multifamily Commercial Real Estate. The position requires expertise in market elements affecting this sector and performing in-depth financial analysis to evaluate assets. The analyst will support Investment Sales Advisors by providing financial analysis, research, and preparing market data for client-facing documents and presentations. This role is suited for candidates interested in Affordable Housing, with a strong focus on quantitative and qualitative analysis, and a desire to grow within a rapidly expanding organization.
Responsibilities
- Analyze and break down P&L statements and rent rolls to provide strategic insights and recommendations.
- Interpret complex Regulatory Agreements.
- Maintain and utilize databases tracking investment sales activity, construction pipeline, and other real estate metrics.
- Lead the creation of presentations involving complex financial analyses, offering strategic advice and actionable insights to clients.
- Occasionally present and support analyses directly to clients.
- Review industry surveys, benchmarks, economic, and demographic trends to identify opportunities and risks.
- Conduct active research, writing, and proofreading of market intelligence for marketing materials.
- Prepare and present analysis results clearly, including graphics and charts.
- Prioritize tasks, manage multiple assignments, and adapt to changing priorities within a team environment.
- Use market intelligence to craft compelling narratives for deals.
- Perform other duties as assigned.
Requirements
- Direct experience with Low Income Housing Tax Credit (LIHTC) programs.
- Strategic thinker capable of viewing situations from multiple perspectives and challenging decisions when appropriate.
- Comfortable taking initiative and managing ambiguity to achieve successful outcomes.
- Excellent interpersonal and customer service skills, both internally and externally.
- Highly organized, resourceful, flexible, and driven to complete tasks under pressure.
- Strong ability to analyze and interpret complex Regulatory Agreements.
- Exceptional Excel modeling skills, including experience with VBA and complex formulas.
- Experience with data analytics related to demographics, competitors, industry, and real estate trends.
- Commercial awareness of the needs of various client groups such as investment management firms, brokers, and lenders.
- Strong work ethic with the ability to work independently and deliver results with minimal supervision.
- Effective both individually and as part of a team.
- Ability to simplify and communicate complex ideas clearly through writing and data visualization.
- Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint).
- Experience with Adobe Creative Suite (InDesign, Photoshop, etc.) is a plus.
Compensation & Benefits
- Monthly paid volunteer hours and donation matching programs.
- Employee Resource Groups for professional growth.
- Fertility and family planning services.
- Up to 12 weeks of fully paid parental leave.
- Mental health care including free counseling sessions.
- Tuition reimbursement to support ongoing learning.
- Pet insurance discounts.
- Additional benefits beyond those listed.
Location
Not specified.