Affordable Housing Investor Sales & Servicing Associate
Regions Bank
full-time
Posted on:
Location Type: Hybrid
Location: Great Neck • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $89,933 - $130,040 per year
Job Level
JuniorMid-Level
About the role
- Assists with building and maintaining Low Income Housing Tax Credit (LIHTC) related fund-level financial models and projections including the creation of investor-specific benefit schedules
- Tracks client and prospect needs and works with Originations team members to prepare updates on property pipeline and match opportunities to investor needs
- Prepares investor due diligence requests during the marketing and fund closing processes
- Supports senior staff in investor sales activities, including pitch material preparation, data analysis, and portfolio analysis for existing investors
- Helps identify opportunities for more efficient methods of internal data collection and distribution
- Ensures high quality client deliverables through strong written communication, presentation skills, and attention to detail
- Assists in compiling and organizing financial data for use in reports and presentations
- Provides analytical support to senior team members
Requirements
- Bachelor’s degree in Finance, Accounting, or a directly related field
- Three (3) years of financial analysis experience including strong Excel skills and prior experience with financial analytic tools related to rental multifamily housing transactions using the low income housing tax credit
- Three (3) years of experience preparing professional PowerPoint presentations, including the ability to present the results of data analysis
- Three (3) years of experience in a fast-paced transactional environment
- Familiarity with the LIHTC program strongly preferred
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingfinancial analysisExceldata analysisportfolio analysisPowerPoint presentationsdata collectionfinancial reporting
Soft skills
written communicationpresentation skillsattention to detail
Certifications
Bachelor’s degree in FinanceBachelor’s degree in Accounting