Financial Analyst, Syndications
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
CREA LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With nearly 25 years in affordable housing CREA has raised $12.025 billion - resulting in the formation of over 88000 homes within 958 communities across the country. Thanks to the contribution of over 130 employees CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future. We are seeking a talented Financial Analyst to join the Syndications department at CREA located in our Boston MA office.
Physical Presence: In-Office Tue Thu; Flexible Mon & Fri
Open to: Boston MA
Reports to: Managing Director Syndications
Position Summary:
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 CREAs investor clients. These responsibilities are further outlined below.
Primary Responsibilities:
The primary responsibilities for this position include preparing financial models and presentation materials for investors prospect pipelines information grids and benefits schedules. Additional Financial Analyst responsibilities include:
- Develop a foundational understanding of LIHTC underwriting and transaction structure to support all other Primary Responsibilities:
- Prepare investor-specific charts grids and 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.
This position requires a bachelors degree in real estate finance or a related business major from an accredited college or university. A minimum of 1-3 years of professional-level work experience in LIHTC multi-family real estate investment analysis or underwriting is preferred. Up to 10% of travel occurs annually. This position may require extended hours during certain times of the year to support critical deadlines and organizational priorities. The candidate must be highly motivated proactive and possess superb time management skills and attention to detail.
Core Competencies:
- 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 ones work
Our Values:
- We work as a family investing in each other worthy causes and the communities we serve.
- We have integrity in all that we do; we embrace differences and treat others with kindness and respect.
- We believe that with teamwork we can accomplish anything and pursue inventive solutions for our clients.
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
Creative Line is a Turnkey Interior Fit-out Contracting Company Founded in 2002 by Ar. Mobin Khan, Creative Line keeps delivering projects efficiently with the best quality on time, every time. Over the past 14 Years, we have extended our solutions to various types of Clients to deliv ... View more
