Equity Underwriting, Analyst

ORIX Group; Boston (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Paid time off

Job summary

ORIX USA Group is seeking an Equity Underwriting Analyst to support originators and underwriters in LIHTC investment deals in Boston, MA. You will model, analyze, and assist in acquisitions, investor placement, and closing processes to ensure high-quality deal structures.

The role emphasizes learning the equity underwriting lifecycle, coordinating with developers, investors, and advisors, and maintaining timely, accurate deliverables across the deal lifecycle.

Qualifications

• Bachelor’s Degree in business or finance required or preferred.
• 0–2 years of related experience in LIHTC, real estate, underwriting or finance.
• Familiarity with LIHTC and affordable housing industry is highly desirable.
• Strong financial analysis skills and desire to learn complex real estate transactions.
• Proficiency with MS Office and Excel.

Responsibilities

• Perform initial review of deal opportunities and prepare investment model.
• Assist in screening and investment committee packages.
• Support due diligence with financial and market analysis.
• Raise concerns promptly to ensure timely resolution.
• Coordinate with third parties to manage due diligence.
• Extend hours or days as the fast-paced workload requires.

Skills

Financial analysis

MS Office

Excel skills

Communication skills

Writing skills

Problem solving

Time management

Stakeholder interaction

Education

Bachelor's Degree in business or finance

Tools

MS Office

Excel

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 - $80,000 (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 Benefitspage 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.