Asset Management Analyst

Community Affordable Housing Equity Corporation; Raleigh (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Community Affordable Housing Equity Corporation (CAHEC) is seeking an Asset Management Analyst to manage investment data, maintain databases, and produce portfolio analyses and reports for senior management and external parties.

The role is hybrid, based in Raleigh, NC with travel to portfolio sites as needed. Requirements include at least two years of analyst experience in financial services, accounting, or real estate, an associate’s degree, and strong Microsoft Office and data skills.

Qualifications

• Associate’s degree in business management, business administration, accounting, finance, real estate, information technology, or an equivalent combination of education and comparable work experience.
• Minimum Two (2) years of analyst experience from any financial service, accounting or real estate organization.
• Database administration experience and a general understanding of real estate, financing, management, and basic accounting; LIHTC knowledge is essential.
• Strong communication, interpersonal, analytical, and problem-solving skills; ability to manage multiple priorities.

Responsibilities

• Track, review, input and update investment operational and financial data into CAHEC’s database and applicable spreadsheets.
• Maintain accurate partner contact information in CAHEC’s database including property managers, general partners, and accountants.
• Assist in maintaining the integrity of CAHEC’s database by developing and executing quality control processes and procedures.
• Provide portfolio and investment analyses and other reports in response to requests from senior management, Board of Directors and external parties.
• Track the collection of year-end deliverables, including tax returns, audits, work papers and other documentation.

Skills

Database administration

Microsoft Excel

PowerPoint

Outlook

Smartsheet

Word

Analytical skills

Communication

Problem-solving

Education

Associate’s degree in business administration, finance, real estate, or IT

Tools

Smartsheet

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Outlook

Job description

CAHEC is a community investment organization that strengthens communities by
providing affordable housing and supportive service initiatives to residents in the Southeast
and Mid-Atlantic regions. CAHEC engages in diverse product areas, including low-income
housing tax credits, historic tax credits, new markets tax credits, and renewable energy
credits. Additionally, CAHEC offers loan programs, wellness and education initiatives for
residents, affordable housing development, and property management services.
The Asset Management Analyst manages portfolio data to facilitate interdepartmental
reporting processes, to support the asset management team, to meet stakeholder
requirements, and to respond to ad hoc requests for analysis. Some of the primary duties
of this position include ongoing maintenance of CAHEC’s database, the ability to create
and utilize outputs (customized and recurrent reports), and to analyze and present
investment performance data.

Some specific functions include:

• Track, review, input and update investment operational and financial data into CAHEC’s database and applicable spreadsheets.
• Maintain accurate partner contact information in CAHEC’s database including property managers, general partners, and accountants.
• Assist in maintaining the integrity of CAHEC’s database by developing and executing quality control processes and procedures.
• Provide portfolio and investment analyses and other reports in response to requests from senior management, Board of Directors and external parties.
• Track the collection of year-end deliverables, including tax returns, audits, work papers and other documentation.

Education Requirement

Associate’s degree in business management, business administration, accounting, finance, real estate, information technology, or an equivalent combination of education and comparable work experience.

Work Experience

Minimum Two (2) years of analyst experience from any financial service, accounting or real estate organization.

Knowledge, Skills, and Abilities

This position requires database administration experience and a general understanding of real estate, financing, management, and basic accounting. The ability to learn and apply knowledge of the Low-Income Housing Tax Credit (LIHTC) industry to CAHEC’s investment portfolio is essential. Strong communication, interpersonal, analytical, and problem-solving skills are required, along with the ability to manage multiple priorities and build effective working relationships. Ability to demonstration intermediate proficiency in Microsoft Word, Excel, Outlook, Smartsheet, and PowerPoint.

Work Environment

This position is classified as hybrid remote and works from both the CAHEC corporate office in Raleigh, NC and a dedicated home office. Travel, typically by either commercial airline or automobile, is required for this position. Certain objectives require traveling to various locations to meet with partners, visiting properties in CAHEC’s investment portfolio, attending industry-related events, and professional training opportunities.

Compensation and Benefits:

CAHEC is an equal-opportunity employer that offers a competitive compensation and benefits package.