Investment Analyst

The Asset Management Analyst provides a broad range of support to a team of Asset Managers. The team oversees a portfolio of multifamily real estate assets in which the company is the Low-income Housing Tax Credit (LIHTC) investor.  This is an entry level real estate position for individuals looking for exposure to real estate with a 100% focus on multifamily housing. The apartment developments are analyzed from deal closing through construction, lease-up, permanent mortgage commencement to stabilized operations.


  • Analyze annual audited financial statements to evaluate: 1) operational performance and compliance with the partnership agreement and 2) operational performance as compared to underwritten projections.
  • Analyze monthly unaudited financial statements to evaluate operational performance as compared to prior year activity.
  • Review site visit reports and follow up with General Partners and Management Companies on issues identified in the site visit reports
  • Assist in evaluating equity release requests by reviewing partnership documents to determine if required benchmarks have been satisfied – Including debt sizing and rental achievement analysis.
  • Attend watch list meetings for troubled assets.
  • Monitor construction progress through the review of monthly construction draw requests.
  • Monitor lease up progress on a monthly basis
  • Contact appropriate stakeholders for required documents and reports that have not been received.
  • Assist in collecting annual asset management fees and distributions.
  • Attend and participate in property inspections.
  • Responsible for monitoring a small but stable portfolio of properties.
  • Provide other administrative support as needed.


  • Bachelor’s degree
  • Strong written and verbal communication skills along with excellent analytical skills
    • The ideal candidate will be comfortable not only reviewing financial statements, but have strong writing skills to be able to summarize property operations and real estate transactions.
  • Experience or internship in a similar work environment of a least one year preferred
  • Real estate experience preferred
  • Some travel is required
  • Ability to pass the HCCP (Housing Credit Certified Professional) exam within one year of employment