Job Description

The Financial Analyst is responsible for analyzing and interpreting potential acquisition, rehab and development opportunities in the multifamily sector. Our growing portfolio consists of a mix of affordable, student housing and senior living multifamily apartment communities financed with combinations of private activity bonds, 501(c)(3) bonds, low income housing tax credits and market rate mortgages. The Financial Analyst will work closely with the President & CEO, Development & Acquisitions team, and other internal department staff as well as third party vendors and consultants. The Financial Analyst reports to the Director of Development & Acquisitions and supports the effort of the Development & Acquisitions team.

Job Responsibilities:

• Perform financial analysis/modeling, cash flow projections, and spreadsheet analysis in Excel and real estate analytical tools
• Produce detailed pro forma analysis for individual assets and multi-asset portfolios
• Conduct economic and demographic research, analyze market data
• Summarize market activity and trends to determine appropriate assumptions
• Research and evaluate markets, including occupancy trends, expense analysis, and rent / sales comparables to determine appropriate assumptions
• Underwrite and analyze potential real estate acquisitions and developments to determine investment potential
• Assist with the preparation of proposals and offering materials for new or existing investments
• Performance of due diligence, document review, analysis of deal structures, and transaction support

Qualifications

Position Qualifications :

• Minimum 2 years of experience in the real estate industry, preferably in an analytical role
• Bachelor’s degree in business, finance, real estate, or related fields
• Proven research, analytical and problem solving skills
• Ability to multi-task, work under pressure with minimal oversight, display a high degree of initiative and accuracy and effectively manage time and workload
• Advanced knowledge of Microsoft Excel, conditional formulas and formatting
• Strong attention to detail
• Willingness and ability to travel upon occasion
• Must possess the confidence that work product is accurate and complete
• Outstanding written and oral communication skills

Additional Information

Personal Characteristics:

• Dedicated to the mission of preserving affordable housing
• A passion for real estate and providing quality housing for working families
• Solve problems independently and be flexible enough to work in a group setting
• Meet deadlines and prioritize work requirements
• Initiate new ideas to streamline routine tasks
• Accept responsibility for new projects and see projects through completion
• Ability to be part of a small but growing office and work well within a team setting
• Good sense of humor