Analyst

Hageman Capital; Carmel (IN); Sur place; USD 75 000 - 110 000; Plein temps

Résumé du poste

Hageman Capital is seeking an Analyst to support the full deal lifecycle, from underwriting to post-close asset management. You will build and maintain financial models for TIF bond acquisitions, prepare memos, and perform due diligence across potential transactions.

This role offers visibility to firm leadership and emphasis on data-driven decision making. Ideal candidates have a finance-oriented degree, strong Excel skills, and meticulous attention to data accuracy across systems.

Qualifications

• Bachelor’s degree in finance, economics, accounting.
• Strong financial modeling skills and precision with numbers.
• Clear, concise written communication for decision-ready memos.
• High attention to detail and data accuracy across multiple systems.

Responsabilités

• Build and maintain financial models for TIF bond acquisitions, including projected values, tax increments, debt service, and returns.
• Prepare investment committee memos and supporting analysis.
• Execute due diligence across acquisitions: credit, liens, economics, and structural review.
• Manage pipeline and deal data in the CRM (HubSpot).
• Monitor portfolio assets post-close, tracking performance vs underwriting and variances.
• Contribute to standardized performance-tracking and reporting infrastructure.

Connaissances

Financial modeling

Excel proficiency

Data accuracy

Written communication

Formation

Bachelor’s degree in finance, economics, accounting

Outils

HubSpot CRM

Excel (advanced)

Description du poste

Hageman Capital is a specialty finance firm that acquires developer-backed tax increment financing (TIF) bonds from commercial real estate developers. A subsidiary of Hageman Group, a multi-generational family office, the firm operates on permanent capital with an institutional underwriting and credit discipline.

About the Firm

Hageman Capital is a specialty finance firm that acquires developer-backed tax increment financing (TIF) bonds from commercial real estate developers. A subsidiary of Hageman Group, a multi-generational family office, the firm operates on permanent capital with an institutional underwriting and credit discipline.

The Role

Our Analysts support the full deal lifecycle (underwriting, diligence, investment committee, and post-close asset management) and are central to the firm’s data and reporting infrastructure. This is a high-exposure position reporting into the acquisitions team with direct visibility to firm leadership.

Responsibilities

• Build and maintain financial models for TIF bond acquisitions, including assessed value projections, tax increment forecasts, debt service, and return analysis.
• Prepare investment committee memos and supporting analysis for prospective transactions.
• Execute due diligence across acquisitions, including developer creditworthiness, lien position, project economics, and structural review.
• Manage pipeline and deal data in the CRM (HubSpot).
• Monitor portfolio assets post-close, tracking increment performance against underwriting and identifying variances.
• Contribute to the buildout of standardized performance-tracking and reporting infrastructure.

Required Background

• Bachelor’s degree in finance, economics, accounting, or a related field.
• Strong financial modeling skills (advanced Excel) and precision with numbers and assumptions.
• Clear, concise written communication with the ability to translate analysis into decision-ready memos.
• High attention to detail and comfort owning data accuracy across multiple systems.

Ideal, But Not Required

• 1–3 years in a quantitative finance role: CRE finance, credit, or institutional asset management.
• Familiarity with TIF, structured credit, or commercial real estate underwriting.