Asset Analyst, Capital Formation
Core
Monitoring and managing New Market Tax Credit (NMTC) investments, ensuring compliance, and analyzing financial models for clients.
Role type
Asset Analyst (Capital Formation)
Builds
NMTC investment portfolios for clients
Domain
Real estate finance / Tax credit advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, compliance reporting, risk assessment, construction budget review, database management
Preferred skills
Real estate finance knowledge, asset/portfolio management experience, IT proficiency
Technologies
Spreadsheet software, word-processing tools, presentation software
Responsibilities
Review pre- and post-closing financial models and construction budgets; assess project and partnership risk factors; prepare compliance and community impact reports; maintain database integrity; cultivate relationships with investors and lenders.
Seniority
Junior, individual contributor