Analyst, Charter School Financing

Local Initiatives Support Corporation • New York, NY

10d • $88,537 - $110,671

About The Position

LISC is one of the country’s largest community development organizations, helping forge vibrant, resilient communities across America. LISC works with residents and partners to close gaps in health, wealth, and opportunity so that people and places can thrive. We do this by acting as a conduit for grants, loans and equity--and by providing technical assistance and capacity building--to locally rooted organizations that carry out the work in communities.
Position Description
LISC is seeking candidates for the Analyst position in the organization’s Charter School Financing (CSF) team. As part of a team looking for new and innovative ways to help high-quality charter schools succeed in a challenging financial environment, the Analyst is responsible for the tracking, reporting and ongoing management of LISC’s charter school portfolio. The Analyst will be responsible for annual compliance reports to the Department of Education and CSF’s charter school funders as well as preparing annual school-related due diligence for the charter school loan portfolio. The Analyst will stay informed of city and state specific market information pertinent to schools in CSF’s portfolio. They will be the primary relationship manager for all loans currently in the loan portfolio, monitoring performance, and staying informed of ongoing academic performance, enrollment, charter renewals and leadership changes. They will provide support to the lending team as needed for market and academic analysis.
The Analyst provides frequent updates on the charter school portfolio performance and impact summaries. They are also is responsible for anticipating loan pay-offs and unwinding NMTC transactions as needed. Any loan amendments beyond one-time extension of the loan origination period will be the purview of the Analyst. Additional duties include building and maintaining relationships within the charter school lending sector and serves as a resource in the field, presenting at conferences and on industry committees. This position will travel for site visits, industry events and presentations, and project directors’ meetings with the Department of Education. The Analyst of Charter School Financing will report to the Director of Lending, Charter School Financing.

Requirements

• Bachelor’s degree or relevant requisite work experience and
• 3-5 years of professional experience.
• Ability to produce high-quality work products under tight deadlines.
• Strong time management, multi-tasking and organizational abilities.
• Self-starter with the ability to work independently as well as the ability to collaborate.
• Highly detailed oriented.
• Demonstrated ability in data analysis.
• High proficiency in Microsoft Excel, MS Office and financial statement analysis
• Strong written and verbal communication skills.
• Commitment to LISC’s Charter School Financing’s mission.

Responsibilities

• Managing, tracking, and reporting on the performance of LISC’s charter school activity, including school related reporting and maintaining up to date knowledge of city and state specific market conditions affecting schools in the portfolio.
• Creating internal replicable data reports on overall CSF impact and trend analyses for CSF annual reports, marketing, national lending, applications for funding, etc.
• Serving as primary relationship manager for all active charter school loans, monitoring financial, academic, and operational performance and key performance indicators. Conduct annual due diligence for all schools in the charter school loan portfolio.
• Preparing compliance reporting and responding to monitoring by any of CSF’s funders including the Department of Education.
• Supporting ongoing grant compliance monitoring and documentation for funder compliance.
• Handling any post-closing amendments (besides one-time origination extension amendments), consents and waivers. Managing any loans in loan watch or default; and, loan pay-offs and NMTC unwinds as required.
• Collaborate closely with the Director of Lending, Charter School Financing, and other team members and internal LISC departments to share insights and analyses to advance CSF’s mission.
• Serve as a thought partner and problem-solver and bring a systems-thinking approach to program challenges and opportunities.

Benefits

• Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being
• Disability Insurance: Long-term and short-term coverage for peace of mind
• Retirement Savings: Secure your future with our 401(k) and 403(b) plans
• Generous Holidays: Enjoy ample time off to recharge and celebrate
• Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance
• Tuition Assistance: Pursue your educational goals with support from our tuition assistance program
• Referral Program: Earn rewards for referring qualified candidates to join our team
• Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees