Senior Associate, Business Development & Corporate Strategy

Boston Financial Investment Management, LP; Boston (MA); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Flexible work options

Paid time off

Job summary

Boston Financial, a leading LIHTC syndicator, seeks a Senior Associate to support business development and corporate strategy. You'll partner with the Managing Director to analyze markets, develop cases, and prepare executive material for senior leadership.

The role requires strong financial modeling, strategic thinking, and stakeholder management, with a hybrid work model and a competitive compensation package.

Qualifications

• 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.
• Familiarity with LIHTC, affordable housing finance, tax credit syndication, real estate investment, or impact investing preferred

Responsibilities

• External Business Development / Corporate Strategy: Evaluate developer relationships and new market opportunities.
• Affordable Housing Platform Scale: Evaluate partnerships and strategic initiatives to drive 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.
• Strategic Planning, Performance & Executive Reporting: Develop performance metrics and accountability frameworks.

Skills

Financial analysis

Modeling

Executive communication

Decision making

Education

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

Job description

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-making skills
• Professional demeanor with excellent organizational, presentation, and interpersonal skills
• Exceptional organizational skills with the ability to plan, prioritize assignments, meet critical deadlines, and manage multiple high-priority workflows simultaneously
• Ability to summarize complex information clearly for executive communication; strong written and verbal communication skills
• Project management capability
• Demonstrated ability to maintain confidentiality and use discretion in the performance of daily activities

Compensation

Annual base salary gross: $110,000 - $130,000 (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.

Benefits

• cash bonuses
• long term incentives
• health insurance
• accident and life insurance
• retirement benefits
• infertility coverage
• adoption support
• child and elder care
• fully paid maternity
• generous parental leave benefits
• Flexible Work Arrangements: ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

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.

Equal Employment Opportunity

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.

About Boston Financial

Founded in 1969, Boston Financial is the oldest low-income housing tax credit syndicator in America, with the largest portfolio in the country. We manage over $15 Billion in equity, and over half a million people live in our communities. We work with regional and national banks, GSEs, insurance companies, impact investors, and other institutional investors to provide investment opportunities in affordable housing. Our developer partners are often entrepreneurial and mission-oriented: local, regional, and national non-profits and for-profits, as well as housing authorities. Boston Financial’s vision is to create a future where everyone has a home, one investment at a time. By working together, we can make that belief a reality. Serving as a trusted partner, Boston Financial fosters investments in housing that create a positive impact in communities across the United States.

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.