Equity Underwriting, Analyst

Boston Financial • Boston, MA

2d • $70,000 - $90,000 • Hybrid

About The Position

The Equity Underwriting Analyst supports Originators and Equity Underwriters throughout acquisition and closing processes for affordable housing LIHTC investment deals with developers and investors. The role provides support during acquisitions and investor placement, including modeling, analysis, due diligence, and closing activities. Analysts learn the equity underwriting lifecycle, processes, and requirements while helping maintain high standards of deal quality, integrity, and structure. Their work enables Equity Underwriters to maintain and strengthen relationships with developers, investors, and investor advisors through timely, accurate, and thorough work product.

Requirements

• 0–2 years of related experience in areas such as LIHTC, real estate, underwriting, or finance.
• Strong financial analysis skills.
• Ability and desire to understand complex real estate and financial transactions, tax credit, and partnership requirements.
• Solid problem-solving skills, including timely issue resolution and judgment about when to escalate complex issues for additional support.
• Strong communication skills for interacting with staff at all levels and external stakeholders.
• Solid writing skills.
• Solid active listening skills to understand stakeholder needs and concerns and support positive outcomes.
• Strong client focus and ability to interact effectively with company personnel and external stakeholders as needed.
• Proficiency with Microsoft Office and strong Excel skills.
• Organizational and time management skills, including the ability to manage multiple diverse projects concurrently.
• Solid critical-thinking skills and a strong work ethic.

Nice To Haves

• Bachelor’s degree in business or finance.
• Familiarity with the affordable housing industry and Low Income Housing Tax Credit (LIHTC).
• Familiarity with general accounting principles.

Responsibilities

• Perform initial reviews of materials related to prospective deal opportunities.
• Prepare initial investment models and summaries of key deal features.
• Assist in preparing screening and investment committee packages.
• Support due diligence through financial and market analysis and review of information needed to evaluate project feasibility.
• Raise concerns and issues quickly so they can be addressed in a timely manner.
• Support due diligence management by coordinating and working with various third parties.

Benefits

• Cash bonuses and long-term incentives.
• Health insurance, accident insurance, and life insurance.
• Retirement benefits.
• Competitive vacation policy, floating personal holidays, extensive leave options, and observed annual holidays.
• Infertility coverage and adoption support.
• Child and elder care.
• Fully paid maternity leave and generous parental leave benefits.
• Hybrid working model with a three-day in-office minimum.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level