Financial Analyst, Syndications - Boston, United States - CREA, LLC

CREA, LLC

Verified Company

Boston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives.

With over 20 years in affordable housing, CREA has raised $11 billion - resulting in the formation of over 83,000 homes within 906 communities across the country.

Thanks to the contribution of over 155 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future.

We are looking to add a talented Financial Analyst to the Syndications department in CREA's Boston, MA. or Indianapolis, IN. office.

Physical Presence:

In-Office | Tue - Thu; Flexible | Mon & Fri.

Open to the following CREA offices:

Indianapolis, IN. or Boston, MA.

Reports to:

Senior Vice President, Syndications

Position Summary:

The Syndications Financial Analyst will play a vital role in an energetic CREA department working in the multi-family affordable housing industry.

Analysts will be assigned to multiple client accounts to support the Vice President or Senior Vice President, serving as relationship managers for those accounts in evaluating, presenting, and closing partnerships for placement with CREA's investor clients.

These responsibilities are further outlined below.

Primary Responsibilities:

The primary responsibilities for this position are the preparation of investor's financial models and presentation materials, prospect pipelines, information grids, and benefits schedules.

Additional Financial Analyst responsibilities include:

Develop foundational understanding of LIHTC underwriting and transaction structure to support all other Primary Responsibilities
Prepare investorspecific charts, grids, tables outlining investment parameters and comparisons
Prepare and manage investor financial models and benefits schedules
Assist in the coordination of the thirdparty review process for properties in multiinvestor funds and other investor outlets as needed.
Assist in the preparation of and updates to sales materials for fund offerings.
Assist with due diligence reviews for investors
Update and monitor deal pipelines for assigned accounts
Assist in closings at upper tier partnership level, including closing documentation preparation & postclosing followups
Prepare and organize deal pitch materials for investor meetings
Prepare and organize materials for sales meetings as needed
Respond to ad hoc requests from investors and team members
Assist other team members in their responsibilities
Other duties as assigned by the Executive Vice President, Managing Directors, Senior Vice Presidents and managers.

Requirements:

Core Competencies:

A high standard and expectation for attention to detail
Excellent written and oral communication skills to express complex issues or solutions
Above average proficiency with Microsoft Office products and collaboration tools
Possess enthusiasm and initiative to succeed with mínimal supervision
Ability to work on multiple projects while diligently managing competing deadlines
Exhibit professionalism, high ethics, and a team philosophy in one's work

Our Values:

We work as a family, investing in each other, worthy causes, and the communities we serve.
We have integrity in all that we do; we embrace differences and treat others with kindness and respect.
We believe that, with teamwork, we can accomplish anything and pursue inventive solutions for our clients.