- Conduct research and analysis on federal and state tax credit incentives, including both new and existing programs.
- Conduct initial research on potential real estate acquisitions including market analysis, current condition of property and improvements, and eligibility for various tax incentives.
- Create transaction models including financial performance and proforma financials.
- Coordinate with internal legal, tax, and accounting functions to collect/organize transaction due diligence and perform underwriting analysis.
- Coordinate with legal and other functions to determine appropriate transaction structure.
- Produce timely and accurate word-processed documents and spreadsheets (reports, memos, pitch decks, proposals, charts, agreements, PowerPoint presentations, etc.).
- Bring new and innovative ideas to the team to improve internal and external processes.
- Capable of leading a team to achieve the above responsibilities.
- Assisting and or leading a team to manage special projects for other RiseImpact Capital companies and affiliates on an as needed and time permitting basis.
- Bachelor's degree in business, finance, accounting, or commensurate degree field.
- 3-5 years experience in the fields of accounting, finance, banking, real estate, or commensurate work experience necessary to perform key responsibilities outlined.
- Advanced Microsoft office product knowledge Excel, Word, PowerPoint, and Outlook.
- Proven analytical, problem identification, and resolution skills.
- Excellent written and verbal communication and interpersonal skills.
- Strong time management and project delivery skills.
- Ability to work in a team environment with elevated expectations and being held accountable to deliver assigned tasks and responsibilities in a timely manner.
- Graduate Degree in a business, accounting, or finance related field.
- Experience with federal and state tax credits, real estate transactions, or partnership tax.
- Experience with the underwriting process, specifically as it applies to real estate.
- Contacts with real estate marketing vendors and analysts and/or contacts within targeted individual taxpayer community (CPAs, attorneys, financial advisors, wealth management firms, family offices) or targeted corporate taxpayer community (c-suite management or income tax contacts at banks, insurance companies, large publicly traded companies, etc.).
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Financial Analyst - New Orleans, United States - RiseImpact Capital, LLC
Description
At RiseImpact Capital, our mission is to be the premier company revolutionizing regional economies and yielding substantial returns to investors while inspiring growth in the wellbeing of community stakeholders alike. Since inception in 2017, RiseImpact has partnered with local developers to build high impact projects that transform communities, families, and small businesses. From the initial spark of a potential development idea, to managing a portfolio of state and federal tax credit investments, our team of experienced professionals help both developers and investors achieve their goals and objectives.
Opportunity:
We are seeking an experienced Financial Analyst to join our New Orleans office and support the firms diverse portfolio of syndicated federal and state tax credits (Historic Rehabilitation, Affordable/Workforce Housing, Renewable Energy, Film & Entertainment, etc.) and tax advantaged real estate assets (primarily Historic Rehabilitation and Affordable Housing Developments). As a member of RiseImpact you will work with an experienced, dynamic team in a challenging, intense, and fast-paced environment. This position will oversee qualitative/quantitative transaction analysis including tax credit research, proforma financial statement modeling and projections for target projects, due diligence/underwriting analysis, transaction structuring, and asset management.
Essential Functions:
Qualifications:
Preferred Qualifications:
Travel Requirements:
Infrequent travel (less than 25% of the time).
About RiseImpact Capital
RiseImpact Capital is a full-service tax advantaged real estate development and tax credit syndication firm. We specialize in partnering with local developers and stakeholders to build high impact developments that transform communities, families, and small businesses. Learn more at .
RiseImpact Capital is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, or veteran status and encourage all applicants to apply.
