TIF & CRE Investment Analyst

Hageman Capital; Carmel (IN); On-site; USD 75,000 - 110,000; Full time

Job summary

Hageman Capital is seeking an Analyst to support the full deal lifecycle, from underwriting to post-close asset management. You will build and maintain financial models for TIF bond acquisitions, prepare memos, and perform due diligence across potential transactions.

This role offers visibility to firm leadership and emphasis on data-driven decision making. Ideal candidates have a finance-oriented degree, strong Excel skills, and meticulous attention to data accuracy across systems.

Qualifications

• Bachelor’s degree in finance, economics, accounting.
• Strong financial modeling skills and precision with numbers.
• Clear, concise written communication for decision-ready memos.
• High attention to detail and data accuracy across multiple systems.

Responsibilities

• Build and maintain financial models for TIF bond acquisitions, including projected values, tax increments, debt service, and returns.
• Prepare investment committee memos and supporting analysis.
• Execute due diligence across acquisitions: credit, liens, economics, and structural review.
• Manage pipeline and deal data in the CRM (HubSpot).
• Monitor portfolio assets post-close, tracking performance vs underwriting and variances.
• Contribute to standardized performance-tracking and reporting infrastructure.

Skills

Financial modeling

Excel proficiency

Data accuracy

Written communication

Education

Bachelor’s degree in finance, economics, accounting

Tools

HubSpot CRM

Excel (advanced)

Job description

Hageman Capital is seeking an Analyst to support the full deal lifecycle, from underwriting to post-close asset management. You will build and maintain financial models for TIF bond acquisitions, prepare memos, and perform due diligence across potential transactions.

This role offers visibility to firm leadership and emphasis on data-driven decision making. Ideal candidates have a finance-oriented degree, strong Excel skills, and meticulous attention to data accuracy across systems.