Acquisitions and Portfolio Finance Analyst

Beacon Communities•Boston, MA

67d•Hybrid

About The Position

The Analyst will support the Director of Portfolio Finance & Acquisitions with the acquisition, recapitalization, and long‑term stewardship of Beacon Communities’ assets. The role is responsible for underwriting acquisitions and recapitalizations, monitoring asset‑level performance, and supporting value‑preserving investment strategies that balance risk‑adjusted returns with long‑term affordability and regulatory constraints. This position operates at the intersection of private equity discipline and affordable housing complexity. This role supports capital deployment into critically important housing assets while applying private equity‑level discipline to ensure capital preservation, durable cash flow, and responsible exits. The analyst helps align investor objectives with long‑term housing stability, navigating complexity to generate returns without sacrificing affordability.

Requirements

Bachelor’s degree in finance, Real Estate, Economics, Mathematics, or related discipline.
1–3 years of experience in investment management, private equity real estate and/or affordable housing.
Advanced Excel modeling skills – the ability to structure waterfalls for a multifamily property is a plus.
Strong working knowledge of Yardi, Costar, and/or Smartsheet is a plus.
Must be comfortable communicating with and presenting to investors, lenders, and Executive leadership.
Occasional travel required.
Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility.
Decision-Making/Judgement, Communication, Budgets/Cost Control, Managing for Results, People Development.

Nice To Haves

the ability to structure waterfalls for a multifamily property is a plus.
Strong working knowledge of Yardi, Costar, and/or Smartsheet is a plus.

Responsibilities

Build and maintain detailed project level financial models for current Beacon assets and potential acquisitions.
Analyze market fundamentals, operating pro formas, sources and uses, capital stack assumptions, and regulatory constraints that affect value and risk.
Perform sensitivity, scenario, and risk analyses related to interest rates, rents, expenses, vacancy, and subsidy availability.
Evaluate feasibility of acquisition opportunities.
Prepare financial materials for lenders, investors, credit committees, and public funding agencies.
Monitor and analyze post acquisition performance relative to underwriting expectations.
Analyze Beacon’s portfolio and maintaining workbooks that track property level detail in both excel and Smartsheet.
Partner with asset managers to identify capital reinvestment needs, operational risks, and strategic recapitalization or refinance opportunities.
Prepare financial reports and schedules required by investors and lenders.
Support transaction execution including due diligence, financing coordination and legal review.
Collaborate with lenders, public agencies, housing finance authorities, and operating partners.
Assist with structuring consents from finance partners and investor buy outs.
Support structuring of preservation equity, preferred equity and joint venture equity investments.
Provide analytical support for Director and the Executive team’s needs.
Participate in cross departmental teams to advance mission aligned housing initiatives.

Benefits

quality medical, dental, and vision coverage
HSA/FSA options
13 paid holidays per year
attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays.
401k program with a company match.
100% Company-Paid Life Insurance.
affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage.
Access to an Employee Assistance Program (EAP)
Childcare & Eldercare Support
Career Development and Advancement Opportunities