- Perform timely processing of capital releases, including reviewing partnership documents to determine benchmark requirements, reviewing and analyzing collected documentation, obtaining approval of benchmark documentation from other departments as required, updating proprietary applications, and preparing wire information.
- Analyze a property's ability to support its debt service and achieve required benchmarks.
- Establish and maintain productive professional relationships with affordable housing developers and property management agents.
- Work with Asset Managers to assess operational or other property issues and prepare analytical materials for internal committee presentations.
- Analyze performance to identify strengths and deficiencies of portfolio properties and develop projections that inform high value asset strategies and workout scenarios for troubled properties.
- Prepare reports and analysis of real estate performance for senior staff.
- Interest in affordable housing.
- Bachelor's Degree in business, finance, real estate, or related field, preferred.
- 1+ year of real estate or related financial experience, strongly preferred.
- Ability to perform consistently accurate and complete work with proficiency in reviewing results of own work product for accuracy.
- Highly focused on detail and ability to identify discrepancies in information.
- Ability to think critically and synthesize a variety of information to prepare thoughtful work product.
- Solid problem-solving skills with the ability to identify and address issues timely using resources and tools provided and to discern when to raise more complex issues to senior staff to handle.
- Strong organizational skills.
- Solid time and project management skills with the ability to follow a plan, manage to milestones, and track and communicate progress, timely, to stakeholders; ability to organize, prioritize assignments, and to meet critical and established deadlines; ability to manage several assignments and transactions simultaneously.
- Ability to actively engage with other team members as part of a collaborative, team-based environment.
- Ability to learn, and effectively use and deploy, proprietary databases, applications, and related reporting tools, as required.
- Strong Microsoft Excel skills with the ability to clean and manage data sets, group data appropriately, create lookups and pivot tables, create and modify, charts, filter data and manage filtered lists, perform multiple sorting, use logical functions (VLOOKUP, IF, IS, etc.), and use logic and financial functions. Ability to create and modify Macros is a plus.
- Solid command of the English language, both verbally and in writing; able to produce consistently clear and effective communications for a variety of stakeholders using different means, including conversations, emails, reports, process documentation, etc.; solid interpersonal skills to effectively engage with colleagues in addition to partners outside the Company.
- Real estate underwriting experience, a plus.
- Low Income Housing Tax Credit (LIHTC) experience, a plus.
- Understanding of partnership agreements, a plus.
- Market analysis skills, a plus.
- Basic to Intermediate MSWord skills.
- Intermediate skills in MS Outlook, Teams, and Zoom.
- Basic to Intermediate PowerPoint skills, a plus.
-
Asset Manager
5 days ago
Iberdrola Energie Deutschland GmbH Boston, United Statesposted on · Posted 2 Days Ago · job requisition id · R-05549 · Position Title: Asset Manager · Work Location : Boston, MA · Office. · Salary: The base salary range for this position is dependent upon experience and location, ranging from $123k to $145k · Job Summary · The Asset ...
-
Asset Management Consultant
1 week ago
Infosys Boston, United StatesInfosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create de ...
-
Digital Asset Manager
2 weeks ago
Peloton Group Boston, United StatesRecognized on the Inc. 5000 fastest growing companies in the US, Peloton is one of the largest and fastest growing professional services firms specializing in Integrated Cloud Solutions for Enterprise Resource Planning, Enterprise Performance Management, Supply Chain Management, ...
-
Analyst, Asset Management
4 days ago
Related Company Boston, United StatesResponsibilities · The Analyst, Asset Manager will be an integral part of the Asset Management Team ("AM Team") responsible for executing the business plan for a portfolio of affordable multi-family assets owned by Related Affordable. This role will support the Lead Asset Manage ...
-
Asset Management Associate
5 days ago
Hydrogen Group Boston, United StatesI'm currently working with a top-tier law firm with a large & well-established team sitting in New York, Boston and Washington, DC focused on Asset Management. The team advises premier clients in a variety of industries such as asset managers, financial services firms and investm ...
-
Analyst, Asset Management
2 weeks ago
Related Company Boston, United StatesResponsibilities · The Analyst, Asset Manager will be an integral part of the Asset Management Team ("AM Team") responsible for executing the business plan for a portfolio of affordable multi-family assets owned by Related Affordable. This role will support the Lead Asset Manage ...
-
Asset Management Associate
2 weeks ago
Jameson Legal Boston, United StatesWe are looking to speak with mid to senior-level asset management regulatory associates to join our client's stellar global financial services group in Boston. · Our client has front-line resources for clients operating in today's funds space · A unique practice built around the ...
-
Asset Management Consultant
1 week ago
Infosys Boston, United StatesInfosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create de ...
-
Asset Management Consultant
2 weeks ago
Infosys Boston, United StatesInfosys is seeking a Asset Management Business Analyst in Financial services domain. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create de ...
-
Asset Management Consultant
2 weeks ago
Infosys Boston, United StatesInfosys is seeking a · Asset Management Business Analyst in Financial services domain . As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will creat ...
-
Asset Management Associate
6 days ago
Back Bay Staffing Group Boston, United StatesIdeal candidates will possess 4–6 years of experience representing IA's and investment companies on matters related to the '40 Act, '33 Act, and '34 Act. Work with an excellent team. Please contact Joni Lee Rossi at and send your resume in confidence to · ...
-
Digital Asset Product Manager
1 week ago
Fidelity TalentSource LLC Boston, United States· Job Description: · Role · The Digital Asset Product Manager will work on product development, management, strategy, and marketing of a range of Fidelity Digital Asset Managment s (FDAM) crypto and digital asset investment strategies and products. This role will cover existing ...
-
Head of Asset Management, Multifamily
2 weeks ago
Shine Associates Boston, United StatesJob Description · Job Description · POSITION SPECIFICATION · HEAD of ASSET MANAGEMENT · Shine Associates, LLC ('Shine') has been retained to search, identify, and recruit a Head of Asset Management on behalf of our client ('Company'). · The position will be in the Greater Bo ...
-
Digital Asset Product Manager
1 week ago
Fidelity Investments Boston, United StatesFidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelitys retail customers and intermediary and institutional clients.#Crypto. Job. Certifications: Product Manager, Digital, Man ...
-
Asset Management Associate Boston
3 weeks ago
Jameson Legal Boston, United StatesWe are looking to speak with mid to senior-level asset management regulatory associates to join our clients stellar global financial services group in Boston. · Our client has front-line resources for clients operating in todays funds space · A unique practice built around the ...
-
Digital Asset Product Manager
5 days ago
Fidelity Investments Boston, United StatesJob Description: · Role · The Digital Asset Product Manager will work on product development, management, strategy, and marketing of a range of Fidelity Digital Asset Managment's (FDAM) crypto and digital asset investment strategies and products. This role will cover existing s ...
-
Head of Asset Management, Multifamily
3 weeks ago
Shine Associates Boston, United StatesJob DescriptionJob DescriptionPOSITION SPECIFICATIONHEAD of ASSET MANAGEMENTShine Associates, LLC ("Shine') has been retained to search, identify, and recruit a Head of Asset Management on behalf of our client ("Company'). The position will be in the Greater Boston, MA office.CON ...
-
Director, Asset Management Compensation
2 weeks ago
Fidelity Investments Boston, United StatesJob Description: The Role · As Director of Asset Management Compensation at Fidelity, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and advise on solutions that meet the short and long-term needs of the Asset Man ...
-
Director, Asset Management Compensation
1 week ago
Fidelity Investments Boston, United StatesJob Description:The Role · As Director of Asset Management Compensation at Fidelity, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and advise on solutions that meet the short and long-term needs of the Asset Mana ...
-
Sr. Level Asset Management Distribution Manager
3 weeks ago
Cutter Associates Inc Boston, United StatesSenior Level Asset Management Distribution Manager (Contract) · Job Description · Cutter Associates supports the global investment management industry by combining three complementary services: Consulting, Research, and Benchmarking. We have ongoing relationships with hundreds ...
Analyst II, Asset Management - Boston, United States - ORIX USA
Description
Purpose & Job SummaryAs an Analyst on the Asset Management Team, you will support the asset management of one of the nation's largest and most diverse portfolios of affordable housing properties. You will be assigned to a regional team and work with a group of highly skilled and experienced Asset Managers who oversee Low Income Housing Tax Credit (LIHTC) equity investments, providing capital to affordable housing properties. Partnering with Asset Managers and your Team Leader, you will learn about the different aspects of a property's life cycle, from its initial operations to loan conversion and stabilized operations during the 15-year compliance period. As your knowledge and skills grow, you will gradually take on responsibilities with greater complexity. This is typically the first step in the Asset Manager career path.
Essential Duties & Responsibilities
You will engage and collaborate with a wide variety of company staff across multiple teams and departments at all management levels within the organization. In addition, you will engage routinely with a wide variety of external partners and resources.
Education, Skills, & Experience