Job Summary :
Under direct administrative direction, works with a team of analysts that are responsible for determining whether prospective investment meet established guidelines.
Uses knowledge and skills obtained through education and experience to manage workflow to ensure that established deadlines are met and, with the input of their superiors in the Feasibility Group, assist in determining that the due diligence process was performed correctly and that the results of this process are adequately communicated.
Aid in the creation of feasibility reviews and reports findings to internal acquisition committee and to investor / clients.
Essential Duties and Responsibilities :
- Mentor and help to train a team of analysts.
- Oversees general workflow of a portion of the Feasibility team.
- Manages communication flow with sales teams.
- Sets and changes work flow priorities as needed.
- Performs quality control on work product and involves supervisor when necessary.
- Attends new deal meetings at ICM to understand underwriting issues for all new deals and ensures these issues are addressed in the Investment Analysis.
- Serves as a resource to the Analysts.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities :
Knowledge of :
- Company’s working structure, policies, mission and strategies.
- Advanced concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).
- Advanced concepts, principles and practices of the real estate finance industry, including deal structure and equity.
- Financial markets and products.
Skill in :
- Training / mentoring analysts.
- Real estate and financial statement analysis.
- Interpreting and applying policies and procedures.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to :
- Work independently, make non-routine decisions and resolve moderately complex accounting problems.
- Direct, monitor and guide the work activity of others.
- Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
- Balance conflicting resource and priority demands.
- Partner with other functional areas to accomplish objectives.
- Work independently as well as collaboratively within a team environment.
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
Educational / Previous Experience Requirements :
- Bachelor’s Degree (B.A.) in Finance or related field and a minimum of eight (8) years of real estate analysis and commercial real estate underwriting experience.
- Any equivalent combination of experience, education, and / or training approved by Human Resources.
Licenses / Certifications :
- None required.
