Analyst Ii, Asset Management
4 weeks ago
PURPOSE & JOB SUMMARY
- As an Analyst on the Asset Management Team, you will support the asset management of one of the nation’s largest and most diverse portfolios of affordable housing properties. You will be assigned to a regional team and work with a group of highly skilled and experienced Asset Managers who oversee Low Income Housing Tax Credit (LIHTC) equity investments, providing capital to affordable housing properties. Partnering with Asset Managers and your Team Leader, you will learn about the different aspects of a property’s life cycle, from its initial operations to loan conversion and stabilized operations during the 15-year compliance period. As your knowledge and skills grow, you will gradually take on responsibilities with greater complexity. This is typically the first step in the Asset Manager career path.
- ESSENTIAL DUTIES & RESPONSIBILITIES- Analyze a property’s ability to support its debt service and achieve required benchmarks.-
- Establish and maintain productive professional relationships with affordable housing developers and property management agents.-
- Work with Asset Managers to assess operational or other property issues and prepare analytical materials for internal committee presentations.-
- Analyze performance to identify strengths and deficiencies of portfolio properties and develop projections that inform high value asset strategies and workout scenarios for troubled properties.-
- Prepare reports and analysis of real estate performance for senior staff.- STAKEHOLDERS
- You will engage and collaborate with a wide variety of company staff across multiple teams and departments at all management levels within the organization. In addition, you will engage routinely with a wide variety of external partners and resources.
- EDUCATION, SKILLS, & EXPERIENCE- Interest in affordable housing.-
- Bachelor’s Degree in business, finance, real estate, or related field, preferred.-
- 1+ year of real estate or related financial experience, strongly preferred.-
- Ability to perform consistently accurate and complete work with proficiency in reviewing results of own work product for accuracy.-
- Highly focused on detail and ability to identify discrepancies in information.-
- Ability to think critically and synthesize a variety of information to prepare thoughtful work product.- Solid problem-solving skills with the ability to identify and address issues timely using resources and tools provided and to discern when to raise more complex issues to senior staff to handle.- Strong organizational skills.- Solid time and project management skills with the ability to follow a plan, manage to milestones, and track and communicate progress, timely, to stakeholders; ability to organize, prioritize assignments, and to meet critical and established deadlines; ability to manage several assignments and transactions simultaneously.- Ability to actively engage with other team members as part of a collaborative, team-based environment.-
- Strong Microsoft Excel skills with the ability to clean and manage data sets, group data appropriately, create lookups and pivot tables, create and modify, charts, filter data and manage filtered lists, perform multiple sorting, use logical functions (VLOOKUP, IF, IS, etc.), and use logic and financial functions. Ability to create and modify Macros is a plus.-
- Real estate underwriting experience, a plus.- Low Income Housing Tax Credit (LIHTC) experience, a plus.- Understanding of partnership agreements, a plus.- Market analysis skills, a plus.- Basic to Intermediate MSWord skills.- Intermediate skills in MS Outlook, Teams, and Zoom.- Basic to Intermediate PowerPoint skills, a plus.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender ide
We have other current jobs related to this field that you can find below
-
Operations Analyst
1 month ago
Boston, United States Weiss Asset Management Full timeWeiss Asset Management (WAM), a Boston-based investment firm, is seeking an ambitious Operations Analyst to join our operations team. A successful candidate will have strong reading comprehension and analytical abilities, excellent communication skills, and the capacity to learn on the job. The Analyst should be reliable, organized, and possess an eye for...
-
Operations Analyst
4 weeks ago
Boston, United States Weiss Asset Management Full timeWeiss Asset Management (WAM), a Boston-based investment firm, is seeking an ambitious Operations Analyst to join our operations team. A successful candidate will have strong reading comprehension and analytical abilities, excellent communication skills, and the capacity to learn on the job. The Analyst should be reliable, organized, and possess an eye for...
-
Portfolio Analyst
1 week ago
Boston, United States Natixis Global Asset Management Full timeOverview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and assets...
-
Analyst II, Asset Management
4 weeks ago
Boston, United States Boston Financial Full timePURPOSE & JOB SUMMARY As an Analyst on the Asset Management Team, you will support the asset management of one of the nation's largest and most diverse portfolios of affordable housing properties. You will be assigned to a regional team and work with a group of highly skilled and experienced Asset Managers who oversee Low Income Housing Tax Credit (LIHTC)...
-
Portfolio Analyst
1 week ago
Boston, United States Natixis Global Asset Management Full timeDescriptionOverview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and...
-
Portfolio Analyst
3 days ago
Boston, United States Natixis Global Asset Management Full timeDescriptionOverview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and...
-
Regulatory Controls
2 weeks ago
Boston, United States Insight Global Full time2 openings: Regulatory Controls Analyst - Up to 110kRegulatory Process Analyst - Up to 140kLocation: Boston MA - ONSITE We are searching for a meticulous and driven IT Asset Management Controls Analyst to bolster our team. In this role, you will be tasked with developing, monitoring, and reporting on control remediation plans specific to IT asset management....
-
Senior, Business Analyst, Asset Management
6 days ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
-
Senior, Business Analyst, Asset Management
1 week ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
-
Senior, Business Analyst, Asset Management
2 weeks ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
-
Senior, Business Analyst, Asset Management
2 weeks ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
-
End User Support Manager
1 month ago
Boston, Massachusetts, United States Weiss Asset Management Full timeWeiss Asset Management (WAM), a Boston-based investment firm, is seeking a dynamic End User Support Manager to join our growing Technology team. This role will report to the Head of Technology and will work to help shape the team's future by refining and implementing strategies to enhance end user satisfaction, driving the evolution of policies and...
-
End User Support Manager
4 weeks ago
Boston, Massachusetts, United States Weiss Asset Management Full timeWeiss Asset Management (WAM), a Boston-based investment firm, is seeking a dynamic End User Support Manager to join our growing Technology team. This role will report to the Head of Technology and will work to help shape the team's future by refining and implementing strategies to enhance end user satisfaction, driving the evolution of policies and...
-
Applications Analyst II
4 weeks ago
Boston, United States Boston Medical Center Full timePOSITION SUMMARY: The Applications Analyst II is a business specialist and technology generalist responsible for aligning technology solutions with business strategies. The Applications Analyst II is responsible for proactively identifying opportunities to apply technologies to business processes by informing and advising customers on information system...
-
Applications Analyst II
4 weeks ago
Boston, United States Boston Medical Center Full timePOSITION SUMMARY: The Applications Analyst II is a business specialist and technology generalist responsible for aligning technology solutions with business strategies. The Applications Analyst II is responsible for proactively identifying opportunities to apply technologies to business processes by informing and advising customers on information system...
-
Financial Analyst II
3 weeks ago
Boston, United States ICONMA Full timeThe Research Finance Analyst II is the key sponsored program financial contact for department administrators, principal investigators and Client central research administration related to monitoring, controlling, and reporting of grants and contracts. The position performs, on a daily basis, analysis of accounts and communication with the Client research...
-
Cybersecurity Risk Analyst
5 days ago
Boston, United States Mutual Funds Asset Management Full timeJob DescriptionJob DescriptionIT Cybersecurity Risk Analyst - Technology Risk ManagementOverview:The Cybersecurity Risk Analyst oversees the Financial Institution's affiliated Investment Managers in the America, acting as the second line of defense for Cybersecurity Technology Risk Management. The role encompasses cyber risk management, IT operations, IT...
-
Senior, Business Analyst, Asset Management
4 weeks ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
-
Senior, Business Analyst, Asset Management
4 weeks ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
-
Senior, Business Analyst, Asset Management
4 weeks ago
Boston, United States QUANTEAM - North America (RAINBOW PARTNERS Group) Full timeAs the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon,...
