Sponsor Support, Lead Analyst

Overview

This role is part of the Sponsor Support Team within the Asset Management division. The Lead Analyst supports the financial and organizational health of nearly 600 affordable housing organizations nationwide.

The position involves direct interaction with external sponsors, investors, lenders, state agencies, and internal stakeholders. The Lead Analyst evaluates sponsor and guarantor strength, identifies emerging risks, and develops recommendations that support long-term organizational sustainability.

Responsibilities

• Develop and maintain risk-monitoring dashboards, sponsor health metrics, and portfolio analytics to identify emerging organizational, operational, and financial risks across a national sponsor portfolio. Use data visualization, trend analysis, and AI-enabled tools to support proactive decision-making.
• Conduct comprehensive analyses of sponsor, guarantor, and affiliate financial statements, including assessments of liquidity, leverage, cash flow, net asset position, operational sustainability, and organizational capacity.
• Prepare multi-year financial models, risk assessments, and organizational health evaluations to identify strengths, vulnerabilities, and leading indicators of financial or operational stress.
• Synthesize financial, operational, governance, and market information into clear executive summaries, risk narratives, and actionable recommendations for Directors, Senior Directors, and other internal stakeholders.
• Develop preliminary sponsor support strategies, stabilization plans, and capacity-building recommendations to improve organizational resilience, strengthen financial sustainability, and mitigate portfolio risk.
• Identify portfolio-wide patterns from Real Estate Owned (REO) schedules, recurring challenges, and systemic risks, and communicate findings to leadership to inform strategic planning, policy development, and resource allocation.
• Champion the use of Microsoft Copilot, AI-enabled workflows, automation tools, and advanced Excel solutions to improve efficiency, consistency, and scalability of sponsor assessments, reporting, and risk-monitoring activities.
• Design, test, and continuously improve analytical tools, prompts, templates, dashboards, and reporting processes to enhance team productivity and improve organizational insights.
• Coordinate internal communication throughout sponsor assessment and support activities by documenting findings, recommendations, action plans, and key decisions while ensuring consistency and accountability across stakeholder groups.
• Engage directly with sponsor and guarantor leadership, finance teams, and external stakeholders to gather information, validate findings, and strengthen understanding of organizational opportunities and challenges.
• Support development and refinement of sponsor risk-rating methodologies, monitoring frameworks, assessment criteria, and performance indicators used to evaluate organizational health and measure progress over time.
• Assist in coordinating technical assistance resources, strategic interventions, and cross-functional support efforts to help sponsors address challenges and pursue sustainable growth opportunities.
• Maintain strict compliance with organizational policies and procedures governing the handling, protection, and confidentiality of sensitive financial, operational, and organizational information.
• Lead assessment and summarization of portfolio and market data from internal and external sources for contractual engagements with public entities and private contractors.
• Contribute to ongoing enhancement of Sponsor Support policies, procedures, analytical frameworks, and best practices to improve organizational effectiveness and portfolio outcomes.
• Perform other tasks as assigned.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or related field.
• Minimum of 3-5 years of professional experience in one or more of the following:
  • Corporate finance
  • Commercial banking
  • Credit underwriting
  • Financial planning and analysis (FP&A)
  • Investment analysis
  • Management consulting
  • Risk management
  • Affordable housing finance or real estate finance
• Advanced proficiency in financial statement analysis, including evaluation of liquidity, cash flow, leverage, profitability, net asset position, and organizational financial health.
• Demonstrated ability to perform complex financial modeling, trend analysis, scenario planning, and risk assessments using advanced Excel skills and other analytical tools.
• Experience synthesizing complex financial, operational, and organizational information into concise recommendations for executive-level audiences.
• Proven ability to manage multiple competing priorities, coordinate complex projects, and meet deadlines in a fast-paced, team-oriented environment.
• Strong written, verbal, and presentation skills with the ability to communicate technical concepts to both financial and non-financial audiences.
• Demonstrated ability to build productive relationships with internal stakeholders, external partners, and senior organizational leaders.
• High degree of intellectual curiosity, professional judgment, integrity, and accountability.
• Strong problem-solving skills and an investigative mindset with the ability to identify patterns, risks, and opportunities that may not be readily apparent.

Preferred Qualifications

• Experience using AI-enabled technologies such as Microsoft Copilot, Power BI, automation platforms, large language models (LLMs), or similar analytical solutions.
• Experience developing dashboards, visualizations, reports, prompts, workflows, or analytical tools that improve operational efficiency and organizational insights.
• Knowledge of credit analysis methodologies, risk-rating frameworks, portfolio monitoring practices, or organizational health assessments.
• Experience evaluating nonprofit organizations, affordable housing developers, community development organizations, or mission-driven enterprises.
• Knowledge of Low-Income Housing Tax Credit (LIHTC) programs, affordable housing finance, multifamily housing operations, real estate feasibility analysis, or community development finance.
• Experience working with large datasets to identify emerging trends, portfolio risks, and strategic opportunities.
• Demonstrated track record of improving processes, implementing innovative solutions, and leveraging technology to enhance efficiency and effectiveness.

Compensation & Benefits

• Pay range: $85,000 – $98,000
• Annual performance bonuses and generous paid leave programs.
• Dental, health, and vision care plans.
• Family-building benefits such as adoption and surrogacy support.
• Flexible work arrangements.
• Health advocacy, an Employee Assistance Program (EAP), and mental health benefits.
• Financial education, wellness programs, and auto-enrollment in the 401(k) plan with employer matching contributions.
• Learning and development opportunities, including tuition reimbursement for job-related courses and certifications.

Additional Requirements

• Ability to travel periodically to attend sponsor meetings, project site visits, conferences, and team meetings as needed.
• Ability to conduct onsite assessments at multifamily housing properties and organizational offices, including occasional exposure to outdoor weather conditions, construction environments, and active project sites.
• Valid driver’s license and ability to travel independently.