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Indianapolis, IN. or Boston, MA.

Indianapolis, IN. or Boston, MA.

Indianapolis, IN. or Boston, MA.

Financial Analyst, Syndications

Localización:

Indianapolis, IN. or Boston, MA.

Informes a:

Senior Vice President, Syndications

Presencia física:

In-Office | Tue – Thu; Flexible | Mon & Fri

Fecha:

May 2024

CREA, LLC es un sindicato de crédito fiscal para viviendas de bajos ingresos (LIHTC) de servicio completo que forma relaciones a largo plazo con inversionistas y desarrolladores que cultivan el éxito y mejoran vidas. Mientras CREA celebra más de 20 años en el negocio, se han recaudado más de $9,200 millones, lo que contribuye a la formación de más de 73,000 hogares dentro de 797 propiedades. Con más de 150 empleados, seguimos buscando personas talentosas y apasionadas que estén entusiasmadas con las oportunidades de crecer con nosotros.

Resumen de posición

The Syndications Financial Analyst will play a vital role in an energetic CREA department working in the multi-family affordable housing industry. Analysts will be assigned to multiple client accounts to support the Vice President or Senior Vice President, serving as relationship managers for those accounts in evaluating, presenting, and closing partnerships for placement with CREA’s investor clients. These responsibilities are further outlined below.

Responsabilidades primarias

The primary responsibilities for this position are the preparation of investor’s financial models and presentation materials, prospect pipelines, information grids, and benefits schedules. Additional Financial Analyst responsibilities include:

  • Develop foundational understanding of LIHTC underwriting and transaction structure to support all other Primary Responsibilities

  • Prepare investor-specific charts, grids, tables outlining investment parameters and comparisons

  • Prepare and manage investor financial models and benefits schedules

  • Assist in the coordination of the third-party review process for properties in multi-investor funds and other investor outlets as needed.

  • Assist in the preparation of and updates to sales materials for fund offerings.

  • Assist with due diligence reviews for investors

  • Update and monitor deal pipelines for assigned accounts

  • Assist in closings at upper tier partnership level, including closing documentation preparation & post-closing follow-ups

  • Prepare and organize deal pitch materials for investor meetings

  • Prepare and organize materials for sales meetings as needed

  • Respond to ad hoc requests from investors and team members

  • Assist other team members in their responsibilities

  • Other duties as assigned by the Executive Vice President, Managing Directors, Senior Vice Presidents and managers.

Requisitos de trabajo

This position requires a bachelor’s degree in real estate, finance, economics, or a related business major from an accredited college or university. A minimum of 0-2 years of professional-level work experience, preferably in multi-family real estate, investment analysis, underwriting, or finance, is required. Up to 10% travel occurs annually. The candidate must be highly motivated, proactive, and possess superb time management skills and attention to detail.

Competencias básicas

  • A high standard and expectation for attention to detail

  • Excellent written and oral communication skills to express complex issues or solutions

  • Above average proficiency with Microsoft Office products and collaboration tools

  • Possess enthusiasm and initiative to succeed with minimal supervision

  • Ability to work on multiple projects while diligently managing competing deadlines

  • Exhibit professionalism, high ethics, and a team philosophy in one’s work

Nuestros valores

  • Trabajamos como una familia, invirtiendo unos en otros, en causas valiosas y en las comunidades a las que servimos.

  • Tenemos integridad en todo lo que hacemos; aceptamos las diferencias y tratamos a los demás con amabilidad y respeto.

  • Creemos que, con el trabajo en equipo, podemos lograr cualquier cosa y buscar soluciones innovadoras para nuestros clientes.

CREA cree en recompensar el arduo trabajo de todos aquellos que hacen posible nuestra misión. Conozca nuestros competitivos beneficios para empleados enMisCREABeneficios.com.

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