RMF Analyst
MKS2 Technologies
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Senior Analyst, LIHTC Fund Management
Aegon Asset Management
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Illinois, Iowa • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $77,000 per year
Job Level
Senior
About the role
- Run and assist in the development of financial reports and complex models for forecasting, trending, and results analysis
- Reconcile reporting results to tax actuals and participate in peer review of report and model outputs
- Support new business by completing fund pricing runs and analysis with Investor Relations and Acquisitions staff
- Review and interpret LLC agreements and other legal documents for terms related to fund management
- Participate in accounting processes to ensure accuracy and completeness of financial records
- Interpret financial transactions and events for users
- Support client needs including client performance reporting and scenario testing; provide updates to internal team members
- Identify solutions for more efficient methods of gathering, sorting, and accessing data
- Adhere to internal controls, compliance and regulatory policies and procedures
- Support operational client service experience in partnership with client service, portfolio management, and product management
- Determine appropriate methodology to prepare information for use by others within the Firm and by clients
Requirements
- Bachelor’s degree in accounting, mathematics, finance, or related field, or equivalent work experience
- Two years of experience in quantitative analysis, real estate finance, or related field
- In-depth financial and analytical skills
- Excellent interpersonal skills in a team-oriented environment
- Excellent written and verbal communication skills
- Proficiency using MS Office (Word, Excel, PowerPoint)
- Experience working in real estate investments, especially in the LIHTC industry (preferred)
- Background in project management and/or process improvement (preferred)
- Financial modeling experience (preferred)
- Investran software experience (preferred)
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program (Wellness Coaching and Reward Dollars)
- Parental Leave – fifteen (15) days of paid parental leave per calendar year (eligibility applies)
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial reportingforecastingdata analysisquantitative analysisfinancial modelingreconciliationscenario testingmethodology preparationdata sortingcompliance adherence
Soft skills
interpersonal skillsteam-orientedwritten communicationverbal communicationproblem-solvingclient servicecollaborationattention to detailorganizational skillsadaptability
