Director, Equity Underwriting

ORIX Corporation USA

Underwriting Director responsible for overseeing LIHTC investment deals at Boston Financial. Managing relationships with developers and investors while ensuring quality and integrity.

Posted 5/6/2026full-timeMaine • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree in business, real estate or finance
8+ years work experience in the real estate industry
5+ years of LIHTC (Low Income Housing Tax Credit) underwriting experience
Excellent verbal, written presentation and organizational skills
Ability to balance multiple projects and communicate effectively with senior management, developers and investors
Strong negotiation and problem-solving skills
Advanced financial and analytical skills with the ability to understand complex real estate and financial transactions, tax credit, partnership and understanding of general accounting principles
Proficient with MS Office

Benefits

Comp & perks

Health insurance
401(k) matching
Competitive vacation policy
Floating personal holidays
Extensive leave options
Annual observed holidays
Infertility coverage
Adoption support
Child and elder care
Fully paid maternity
Generous parental leave benefits
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysismarket analysisunderwritingdeal modelingdue diligencetax credit investmentreal estate transactionspartnership agreementsgeneral accounting principlesproject feasibility

Soft Skills

negotiationproblem-solvingcommunicationorganizational skillsleadershipmentoringcritical thinkingrelationship managementtime managementconsensus building