Asset Management Analyst

Vctavern; St. Louis (MO); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Job summary

Vctavern is seeking an Asset Management Analyst to join their team in St. Louis, Missouri. The successful candidate will assist in financial review and compliance administration for a portfolio of investments, gaining a comprehensive understanding of the New Market Tax Credit Program.

This position requires strong analytical skills, a Bachelor's degree in a relevant field, and 2-4 years of relevant experience. The role involves collaboration across departments and building relationships with various stakeholders.

Qualifications

• 2-4 years of related experience in lending, compliance, or finance.
• Experience with NMTCs or tax credit programs is a plus.
• Strong analytical skills and attention to detail.

Responsibilities

• Collect and review borrower financial statements.
• Monitor cash flows and loan servicing.
• Prepare internal analysis and presentations.

Skills

Financial analysis

Communication skills

Problem solving

Excel proficiency

Education

Bachelor’s degree in finance, economics, accounting

Job description

Job Title: Asset Management Analyst

Position Type/Department: Partner Services

Reports To: Senior Vice President

Job Purpose: ACPS is seeking a highly motivated individual to join our team in one of our nationwide offices. The Asset Management Analyst will assist in financial review and compliance administration for a portfolio of investments. This position involves a working knowledge of lending, financial analysis, basic financial statements and covenant testing.

The Analyst will develop a comprehensive understanding of the New Market Tax Credit Program. This role will involve interaction with all parts of Advantage Capital, including ACPS, Accounting, Compliance and Investment teams, as well as our external clients. Candidates are expected to have outstanding written and verbal communication skills and a strong record of leadership accomplishments.

Responsibilities

Asset Management Support

• Collection and review of borrower and partner financial statements and compliance reporting
• Monitor cash flows and assist with loan servicing, disbursing and distributions
• Track and update financial models
• Monitor and track the portfolio’s loan performance and compliance with loan agreements and program requirements, prepare reports for management review
• Assist with validation and presentation of impact reporting to internal and external stakeholders
• Coordinate required reporting to investors, partners, state agencies and lenders
• Interacting and building relationships with partners, banks, and investors

Transaction Support

• Assist with onboarding of new investments
• Document management, as needed

General Analysis and Department Support

• Prepare internal analysis and ad hoc presentations and projects, as requested
• Collaboration and support across departments

Skills/Qualifications

• Bachelor’s degree in finance, economics, accounting or equivalent work experience
• Two to four years of related experience (lending, compliance, financial structures, finance, accounting); direct experience with NMTCs or other tax credit programs is a plus
• Proactive in identifying next steps, intellectually curious, ability to focus on both details and the big picture
• Comfort with reviewing financial statements; comfort reading legal documents a plus
• Strong mathematical and analytical skills, attention to detail and accuracy in work product is critical
• Self-starter with ability to problem solve
• Strong computer skills with basic formula proficiency in Excel
• Strong written and verbal communication skills

Compensation

This position includes a competitive comp and benefits package.

Location

Position is available in any of our office locations (St. Louis, New Orleans, New York City, Austin or Hanover). ACPS would consider remote work for someone with sufficient NMTC experience.