Equity Underwriting, Analyst

About the Role

The Equity Underwriting Analyst will support Originators and Equity Underwriters throughout the acquisition and closing processes with developers and investors in affordable housing LIHTC investment deals. The Analyst will provide support during the acquisitions and investor placement process, modeling, analysis and due diligence, and closing activities. Analysts will learn the equity underwriting lifecycle, processes, requirements, and help the team maintain high standards of deal quality, integrity, and structure. The Analyst will perform work that enables Equity Underwriters to maintain and enhance relationships with developers, investors, and investor advisors through timely, accurate, and thorough work product.

Key Responsibilities

• Perform initial review of materials related to perspective deal opportunities
• Prepare the initial investment model and a summary of key deal features
• Assist in the preparation of screening and investment committee packages
• Support the due diligence process with financial analysis, market analysis, and review of other information and material required to evaluate project feasibility.
• Raise concerns and issues quickly to ensure they are addressed timely
• Support the management of due diligence by coordinating and working with various third parties

Due to the fast-paced nature of the responsibilities for this position, extended days and weekends may be required.

Travel Requirements - <10%

Requirements & Tech Stack

• MS Office
• Strong Excel skills

Qualifications

• Bachelor’s Degree in business or finance, preferred
• 0-2 years of related experience in any of the following areas: LIHTC, real estate, underwriting or finance
• Familiarity with affordable housing industry and Low Income Tax Credit (LIHTC), highly desirable
• Familiarity with general accounting principles, desired
• Strong financial analysis skills
• Ability and desire to gain an understanding of complex real estate and financial transactions, tax credit, and partnership requirements
• Solid problem-solving skills with the ability to address issues timely and discern when to raise complex issues requiring additional support, timely
• Strong communication skills to successfully interact with all levels of staff and external stakeholders
• Solid writing skills
• Solid active listening skills to understand needs and concerns of stakeholders and support positive outcomes
• Strong client focus with demonstrated ability to interact effectively with Company personnel as well as external stakeholders, where necessary
• Organizational and time management skills, including the ability to manage multiple, diverse projects concurrently
• Solid critical thinking skills and strong work ethic