Equity Underwriting, Analyst

Boston Financial Investment Management, LP; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Cash bonuses

Long-term incentives

Health insurance

Accident and life insurance

Retirement benefits

Hybrid work model

Job summary

ORIX USA is seeking an Equity Underwriting Analyst to support originators and equity underwriters in affordable housing LIHTC investments in Boston, MA. You will assist in model development, due diligence, and closing activities, learning the underwriting lifecycle and contributing to high-quality deal work.

The role emphasizes financial analysis, market review, and coordination with developers, investors and advisors, with a hybrid in-office schedule and benefits aligned to ORIX's rewards

Qualifications

• Bachelor’s degree in business or finance; 0–2 years in LIHTC, real estate, underwriting or finance.
• Familiarity with affordable housing and LIHTC is highly desirable.
• Solid understanding of accounting principles and financial analysis.

Responsibilities

• Perform initial review of materials for deal opportunities.
• Prepare initial investment model and summarize key deal features.
• Assist in screening and investment committee packages.
• Support due diligence with financial and market analysis.
• Coordinate with third parties and manage timely issue resolution.
• Travel up to 10% for project and site work.

Skills

Financial analysis

MS Excel

Communication skills

Education

Bachelor's degree in business or finance

Job description

Purpose and Job Summary

The Equity Underwriting Analyst will support Originators and Equity Underwriters throughout the acquisition and closing processes with developers and investors in affordable housing LIHTC investment deals. The Analyst will provide support during the acquisitions and investor placement process, modeling, analysis and due diligence, and closing activities. Analysts will learn the equity underwriting lifecycle, processes, requirements, and help the team maintain high standards of deal quality, integrity, and structure. The Analyst will perform work that enables Equity Underwriters to maintain and enhance relationships with developers, investors, and investor advisors through timely, accurate, and thorough work product.

Essential Duties and Responsibilities

• Perform initial review of materials related to perspective deal opportunities
• Prepare the initial investment model and a summary of key deal features
• Assist in the preparation of screening and investment committee packages
• Support the due diligence process with financial analysis, market analysis, and review of other information and material required to evaluate project feasibility.
• Raise concerns and issues quickly to ensure they are addressed timely
• Support the management of due diligence by coordinating and working with various third parties
• Due to the fast-paced nature of the responsibilities for this position, extended days and weekends may be required Travel Requirements - <10%

Education, Skills and Experience

• Bachelor’s Degree in business or finance, preferred 0-2 years of related experience in any of the following areas: LIHTC, real estate, underwriting or finance
• Familiarity with affordable housing industry and Low Income Tax Credit (LIHTC), highly desirable
• Familiarity with general accounting principles, desired
• Strong financial analysis skills
• Ability and desire to gain an understanding of complex real estate and financial transactions, tax credit, and partnership requirements
• Solid problem-solving skills with the ability to address issues timely and discern when to raise complex issues requiring additional support, timely
• Strong communication skills to successfully interact with all levels of staff and external stakeholders
• Solid writing skills
• Solid active listening skills to understand needs and concerns of stakeholders and support positive outcomes
• Strong client focus with demonstrated ability to interact effectively with Company personnel as well as external stakeholders, where necessary
• Proficient with MS Office & Strong Excel skills
• Organizational and time management skills, including the ability to manage multiple, diverse projects concurrently
• Solid critical thinking skills and strong work ethic

Annual base salary gross: $70,000 - $90,000 (MA only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals. Learn more about ORIX USA at www.orix.com.