Asset Analyst, Capital Formation

Baker Tilly US

Asset Analyst responsible for monitoring NMTC projects and compliance reporting. Establishing relationships with lenders and partners while managing asset management issues efficiently.

Posted 7/8/2026full-timeMadison • Wisconsin • 🇺🇸 United StatesJunior💰 $62,000 - $95,610 per yearWebsite

About the role

Key responsibilities & impact

The Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments.
Focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws.
Responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting.
Assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions.
Establish strong working relationships with investors, lenders, and financial partners and assist with the preparation and modification of annual community impact questionnaires.
Assist with mitigating risk.
Continually assess project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements and operating agreement conditions.
Monitor loan defaults and that there are no mechanic liens or other non-permitted encumbrances on the project.

Requirements

What you’ll need

4-year degree
1 year professional experience
Bachelor’s degree in real estate finance, economics, business, accounting or a related field is required.
Two years of experience in asset/portfolio management or real estate finance is preferred.
Strong aptitude with information technology with proficient skills in word-processing, spreadsheet and presentation software and the ability to adapt to new technology is required.
Strong financial analysis skills with the ability to recognize financial issues through review of borrower financial statements
Ability to establish and maintain effective working relationships with supervisors, co-workers, and outside business professionals
Self-starter who exhibits the drive and resourcefulness to work independently and with team members toward common Company goals - show confidence in functional skills and an ability to apply those skills in a multi-task cross-functional team setting
Ability to work in an evolving, team oriented environment, and accept new challenges as assigned
Must exhibit excellent communication skills (verbal and written)

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisAsset ManagementPortfolio ManagementReal Estate FinanceConstruction Budget ReviewCommunity Impact ReportingCompliance MonitoringRisk MitigationLoan Default MonitoringData Analysis

Soft Skills

Effective CommunicationSelf-StarterTeam CollaborationResourcefulnessAdaptability