Equity Underwriting, Analyst

Boston Financial•Boston, MA

1d•$70,000 - $80,000•Hybrid

About The Position

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.

Requirements

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
Proficient with MS Office & Strong Excel skills
Organizational and time management skills, including the ability to manage multiple, diverse projects concurrently
Solid critical thinking skills and strong work ethic

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