Equity Underwriting Analyst - LIHTC & Affordable Housing

Boston Financial Investment Management, LP; Boston (MA); Híbrido; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement benefits

Hybrid work model

Descripción de la vacante

Boston Financial is seeking an Equity Underwriting Analyst to support originators and underwriters in LIHTC investment deals, from acquisition to closing, with developers and investors. The role involves financial modeling, market analysis, and due diligence, ensuring high-quality deal work and strong stakeholder relationships.

The Analyst will learn the equity underwriting lifecycle, perform analysis, and assist in preparing investor materials, with a focus on timely and accurate deliverables

Formación

• Bachelor’s Degree in business or finance preferred.
• 0–2 years of related experience in LIHTC, real estate, underwriting or finance.
• Familiarity with LIHTC and affordable housing industry desirable.
• Familiarity with general accounting principles is desired.
• Strong financial analysis skills are required.
• Ability to understand complex real estate and financial transactions, tax credit, and partnership requirements.
• Solid problem solving and timely issue escalation.
• Strong communication and writing skills.
• Solid active listening and client-focused approach.
• Proficiency with MS Office and Excel is expected.
• Excellent organizational and time management for multiple projects.
• Solid critical thinking and strong work ethic.

Responsabilidades

• Perform initial review of materials related to perspective deal opportunities.
• Prepare the initial investment model and a summary of key deal features.
• Assist in preparing screening and investment committee packages.
• Support due diligence with financial and market analysis and review of required information.
• Raise concerns promptly to ensure timely resolution.
• Coordinate and manage due diligence with third parties.
• Note: extended days and weekends may be required due to workload.

Conocimientos

Financial analysis

Problem solving

Communication

Writing

Active listening

Client focus

MS Office

Excel

Time management

Critical thinking

Educación

Bachelor’s degree in business or finance

LIHTC/real estate/underwriting or finance experience

LIHTC familiarity

General accounting principles

Herramientas

MS Office

Excel

Descripción del empleo

Boston Financial is seeking an Equity Underwriting Analyst to support originators and underwriters in LIHTC investment deals, from acquisition to closing, with developers and investors. The role involves financial modeling, market analysis, and due diligence, ensuring high-quality deal work and strong stakeholder relationships.

The Analyst will learn the equity underwriting lifecycle, perform analysis, and assist in preparing investor materials, with a focus on timely and accurate deliverables