LIHTC Asset Analyst – Real Estate & Compliance

National Equity Fund, Inc.; Chicago (IL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Job summary

National Equity Fund, Inc. (NEF) is seeking an Asset Analyst to support asset managers across closing, stabilization, operations, and disposition, with a focus on LIHTC investments.

Responsibilities include reviewing financial statements and budgets, monitoring compliance with Section 42, maintaining project records, preparing portfolio reports, and enhancing data quality through Excel-based analyses for internal and investor reporting.

Qualifications

• 3+ years in affordable housing, real estate, finance, or related fields.
• Experience with LIHTC or regulatory requirements is preferred.
• Strong financial analysis and risk-identification capabilities.
• Proven ability to communicate findings to stakeholders clearly.

Responsibilities

• Assist Asset Managers in monitoring investments from closing through stabilization and disposition.
• Review quarterly and annual financial statements, budgets, rent rolls, and operating reports.
• Analyze variances and elevate material concerns to management.
• Assess project and partnership risk factors and monitor LIHTC compliance.
• Maintain project records and portfolio data in SMT and related systems.
• Produce recurring and ad hoc portfolio reports and dashboards using Excel.
• Communicate with sponsors, property managers, lenders, and internal partners.
• Participate in process improvement and data-quality initiatives.
• Undertake special projects as assigned.

Skills

Financial analysis

Attention to detail

Communication skills

Risk assessment

Team collaboration

Education

Bachelor's degree in real estate finance, economics, business, accounting, or related field

Tools

Microsoft Excel

PowerPoint

Power BI

Portfolio management systems

Job description

National Equity Fund, Inc. (NEF) is seeking an Asset Analyst to support asset managers across closing, stabilization, operations, and disposition, with a focus on LIHTC investments.

Responsibilities include reviewing financial statements and budgets, monitoring compliance with Section 42, maintaining project records, preparing portfolio reports, and enhancing data quality through Excel-based analyses for internal and investor reporting.