ORIX Corporation USA

Director

• Serve as a subject-matter expert and internal quarterback for the firm’s real estate investment products.
• Translate complex investment strategies, portfolio performance, and market dynamics into clear messaging.
• Own the development and ongoing refinement of product descriptions, pitch decks, and fund overviews.
• Act as a strategic partner to Investor Relations in fundraising and ongoing LP engagement.
• Coordinate closely with Portfolio Management, Asset Management, Risk, Legal/Compliance, CEO’s Office and Finance / Accounting.
• Monitor market trends, peer strategies, and competitor positioning across real estate asset classes.

Managing Director, Real Estate Products

Underwriter

• Responsible for taking deals through the acquisitions and investor placement process from proposal letter through due diligence to closing
• Review and analyze prospective deal opportunities with Originators
• Work with Originators and Senior Management to establish pricing, structure deal terms, determine investor interest and to prepare and execute proposal letter
• Oversee preparation of screening and investment committee packages
• Oversee deal due diligence process
• Serves as contact for general partners/developers on individual deals to ensure timely, efficient, and thorough processing of due diligence
• Evaluate the effect of underwriting decisions on investors and developers
• Identify and evaluate solutions to potential deal issues
• Participate in client negotiation to achieve successful resolution of issues
• Act as a role model and mentor for more junior employees

Director, Equity Underwriting

• Review and analyze prospective deal opportunities with Originators
• Work with Originators and Senior Management to establish pricing and structure deal terms
• Take ownership of your work, deals and relationships
• Oversee preparation of screening and investment committee packages
• Oversee deal due diligence process
• Serve as contact for general partners/developers on individual deals
• Evaluate the effect of underwriting decisions on investors and developers
• Identify and evaluate solutions to potential deal issues
• Participate in client negotiation
• Act as a role model and mentor for more junior employees
• Collect and disseminate market intelligence on tax credit investment industry
• Lead initiatives and accept change around new innovative processes
• Serve as primary contact for all third party activity

• Review and analyze prospective deal opportunities with Originators, including project feasibility, strength of general partner/developer and financial return opportunities
• Work with Originators and Senior Management to establish pricing, structure deal terms, determine investor interest and to prepare and execute proposal letter
• Take ownership of your work, deals and relationships
• Oversee preparation of screening and investment committee packages
• Oversee deal due diligence process, including financial analysis, market analysis, and review of other information and material required to evaluate project feasibility
• Serves as contact for general partners/developers on individual deals to ensure timely, efficient, and thorough processing of due diligence
• Evaluate the effect of underwriting decisions on investors and developers, as well as the impact to other Boston Financial departments through the full holding period of the investment
• Identify and evaluate solutions to potential deal issues
• Work with originators, capital and senior management to build a consensus around an optimal strategy to mitigate deal risk
• Participate in client negotiation to achieve successful resolution of issues, or if unsuccessful, to terminate deal
• Act as a role model and mentor for more junior employees, developing and training analysts as they assist you with deal modeling, screening and due diligence
• Collect and disseminate market intelligence on tax credit investment industry, including deal term and structure trends and state tax allocation activity
• Be willing to lead initiatives and accept change around new innovative processes, keeping form documents relevant, and achieving company goals
• Serve as primary contact for all third party activity, including legal, tax, engineering, consulting, asset management, and other services
• Use critical thinking to ensure scope of review is appropriate and consistent with investment committee guidelines based on characteristic of deal and coordinate all communications and transfers of information to maximize efficiency and to ensure the highest level of client service

QA Engineer

• Perform comprehensive financial analysis for transactions
• Create credit profiles, mortgage insurance applications, and corresponding exhibits
• Participate in all stages of deals from engagement to closing
• Provide support to loan originators and underwriters as necessary
• Develop and apply knowledge of Lument programs, requirements, policies, and procedures
• Work professionally and harmoniously with team and coworkers

Managing Director, Real Estate Products

Director, Equity Underwriting

Director, Equity Underwriting

Director, Equity Underwriting

Tester