Asset Management Analyst

CAHEC; Raleigh (NC); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

CAHEC is seeking an Asset Management Analyst to maintain investment data, generate analyses, and support interdepartmental reporting. You will manage portfolio data, produce recurring outputs, and respond to ad hoc requests for performance insights.

The role requires a strong eye for detail, experience with LIHTC concepts, and the ability to collaborate with senior management across the organization. Hybrid work from Raleigh and home office is offered.

Qualifications

• Requires database administration exposure and understanding of real estate, financing, management, and basic accounting.

Responsibilities

• Maintain CAHEC's database with accurate investment and operational data.
• Create and deliver portfolio and investment analyses and reports for senior management, Board of Directors, and external parties.
• Input and update year-end deliverables and supporting documentation (tax returns, audits, work papers).
• Track collection of year-end deliverables and maintain partner contact information (property managers, general partners, accountants).
• Develop and implement quality control processes to safeguard database integrity.

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Smartsheet

PowerPoint

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.