Senior Associate, Business Development & Corporate Strategy

ORIX USA; Boston (MA); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Boston Financial seeks a Senior Associate to support business development and corporate strategy, collaborating with the Managing Director to drive growth across the LIHTC platform and execute strategic initiatives.

The role includes evaluating market opportunities, assisting with diligence and integration for target investments, and preparing investment memos and board decks for senior leadership review.

Formación

• Bachelor's degree in finance, accounting, business, economics, real estate, or related field.
• 3-5 years of experience in corporate development, strategy, consulting, financial analysis, investment analysis, accounting, real estate finance, or related field.
• Strong financial acumen and working knowledge of financial statements, KPIs.
• Familiarity with LIHTC, affordable housing finance, tax credit syndication preferred.

Responsabilidades

• External Business Development / Corporate Strategy: evaluate relationships and opportunities to drive growth.
• Affordable Housing Platform Scale: assess partnerships and strategic initiatives for market expansion.
• Diligence, financial analysis, and business-case development for M&A activities.

Conocimientos

Financial analysis

Financial modeling

Executive communication

Business judgment

Execution discipline

Educación

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

Descripción del empleo

Purpose and Job Summary

Boston Financial (BF) provides creative capital solutions for affordable housing developers and gives institutional investors an opportunity to achieve solid risk-adjusted returns while creating meaningful social impact. BF manages the largest syndicated Low Income Housing Tax Credits "LIHTC" portfolio in the country, comprised of over $16 billion in equity under management and almost 1,900 properties. BF has built their business on the strength of their relationships, and today they are a national leader in affordable housing capital solutions and manage the largest affordable housing portfolio in the country. BF is seeking a Senior Associate, Business Development & Corporate Strategy to support the business development and strategic efforts of Boston Financial. This role serves as both a key analytical resource as well as a part of the execution arm of the business. This role will collaborate regularly across a portfolio of projects and support initiatives overseen by the Managing Director, Business Development and Strategy. Further, this role will be responsible for preparing decision-level information for review by senior leadership and will sit at the intersection of corporate strategy, external business development, product development, and enterprise execution.

Essential Duties and Responsibilities

• External Business Development / Corporate Strategy: Evaluate developer relationships, community initiatives, and new market opportunities to support growth across Boston Financial's affordable housing platform.
• Affordable Housing Platform Scale: Evaluate partnerships, strategic initiatives, and new market opportunities to drive platform growth.
• Drive Business Growth: Identify and analyze market opportunities to expand client base and sources of revenue.
• M&A: Assist with diligence, financial analysis, business-case development, and integration planning for target investments to support Boston Financial's M&A strategy.
• Strategic Planning, Performance & Executive Reporting:
• Performance Architecture: Collaboratively develop performance metrics and accountability frameworks to reinforce execution discipline for emerging business opportunities.
• Executive Decision Support: Analyze and synthesize financial, market, and business information to develop decision-level insights and recommendations for senior leadership.
• Strategic Deliverables: Routinely author presentations, investment memos, and board decks for review by senior and executive leadership at Boston Financial and its affiliates.
• Strategic Initiatives & Cross-Functional Coordination:
• Strategic Initiatives: Support the development and execution of high-priority strategic initiatives by working with business leaders to develop a business case, establish cross-functional workstreams, implementation, and performance monitoring to drive business results.
• Early-Stage Execution: Establish and maintain execution frameworks, milestones, performance measures, and reporting for early-stage enterprise initiatives.
• Stakeholder Relationship Management: Build and maintain effective relationships with internal business leaders and external institutional stakeholders to advance strategic initiatives and business objectives.

Contacts

Possessing both inwardly and outwardly facing components, this role will have frequent contact with all levels of employees at Boston Financial and its affiliates. Further, this role will periodically interact with outside business partners, vendors, consultants, and other third parties.

Education, Skills and Experience

The ideal candidate is a highly analytical, execution-oriented professional who can operate as a trusted business development and strategy partner to the Managing Director. This individual should combine strong financial analysis and modeling skills with sound business judgment, execution discipline, and the ability to translate complex information into clear recommendations, executive-ready materials, and repeatable processes.

Qualifications & Experience

• Bachelor's degree from an accredited four-year university in finance, accounting, business administration, economics, real estate, or a related field
• 3-5 years of experience in corporate development, strategy, consulting, financial analysis, investment analysis, accounting, real estate finance, or a related field
• Solid financial acumen and a deep working knowledge of financial statements, corporate metrics, and KPIs
• Basic understanding of accounting systems, principles, practices, and procedures
• Familiarity with LIHTC, affordable housing finance, tax credit syndication, real estate investment, or impact investing preferred

Core Competencies & Skills

• Ability to learn quickly and work independently or as part of a high-performing team
• Thrives in a dynamic, evolving environment with strong problem-solving abilities; ability to grasp complex transactions with a desire to continuously learn new processes
• Strong business judgment and decision-maki