Fund Analyst I - Fund Management-1

ORIX Group•Boston, MA

9d•$70,000 - $80,000•Hybrid

About The Position

Boston Financial, a subsidiary of ORIX Corporation USA, provides innovative capital solutions for affordable housing developers and offers institutional investors the opportunity to achieve compelling risk-adjusted returns while delivering meaningful social impact. We manage the largest syndicated Low Income Housing Tax Credit portfolio in the country, and maintain a platform dedicated to the preservation of existing affordable housing. Our business is built on a proven investment track record, long-term client relationships, and a commitment to housing solutions. Today, Boston Financial is recognized as a national leader in affordable housing finance and asset management. The Fund Analyst supports the Fund Management Team in meeting the investment objectives of each fund for its investors by providing various analysis and supporting the activities Fund Managers with portfolios of Affordable Housing Real Estate Funds. You will participate in activities that enable preservation of the value of investor equity and the stream of benefits associated with the investment.

Requirements

Bachelor’s degree
Proficient with MS Office, including Word, Excel, PowerPoint, Access, and Outlook
Proficient in financial analysis and spreadsheet modeling in MS Excel
Ability to balance multiple projects while using critical thinking and creative problem-solving
Excellent verbal and written communication skills with the ability to communicate effectively with peers, senior management and investors
Highly attentive to detail
Ability to thrive in a collaborative, team-based environment; pitching in wherever needed to achieve team objectives
Ability to meet tight deadlines in time sensitive situations while maintaining a professional demeanor

Nice To Haves

Interest in real estate and/or affordable housing
Familiarity with Partnerships, Financial Statements

Responsibilities

Support the Fund Management team in managing a portfolio of Affordable Housing Real Estate Funds to preserve the value of investor equity and the stream of benefits associated with the investment
Work with the Fund Managers to prepare and maintain long-term projections of capital installments, tax credit and tax loss delivery, cash distributions, and update corresponding investor benefit schedules
Assist with preparation and maintenance of fund risk reports and business plans
Assist Senior Management with time sensitive projects such as investor presentation materials, compilation of due diligence items and hand off materials related to fund investment closings, and ad hoc requests
Assist Fund Management with annual tax return process, which includes reviewing and analyzing Federal and State partnership tax returns and internal tax reports
Monitor the performance of property investments and address discrepancies in conjunction with the preparation of quarterly reports to corporate investors
Participate in various Fund Management initiatives, as well as contribute to team-based, long term initiatives