Syndication Analyst

Purpose and Job Summary:
Boston Financial, a subsidiary of ORIX Corporation USA, provides innovative capital solutions for affordable housing developers and offers institutional investors the opportunity to achieve compelling risk-adjusted returns while delivering meaningful social impact. We manage the largest syndicated Low Income Housing Tax Credit portfolio in the country, and maintain a platform dedicated to the preservation of existing affordable housing. Our business is built on a proven investment track record, long-term client relationships, and a commitment to housing solutions. Today, Boston Financial is recognized as a national leader in affordable housing finance and asset management.

The Analyst provides support to the Investor Capital Team and Director of Investment Analysis and is responsible for modeling multi-investor funds, including pulling in lower tier acquisitions models for prospective transactions and adjusting upper tier load to account for varying investor needs/requirements. Additionally, the Analyst is responsible for weekly and ad hoc reporting to team leaders on metrics including profitability and volume.

Responsibilities:

• Perform the input and manipulation of property and fund data into the multi-investor upper-tier financial model for evaluation of project feasibility.
• Provide support in the fund due diligence process, including summarizing fund metrics and reviewing data provided by account managers.
• Revise and update upper-tier financial models to ensure consistency of underwriting practices and soundness of fund structure.
• Provide reporting on a weekly basis for Production revenue and profitability, and for current and prospective fund metrics.  Ad hoc reporting is also required.
• Work with Production, Fund Management, and Asset Management to prepare and update presentations for prospective and recurring investors.
• Prepare drafts of responses for industry-wide surveys collected by national accounting and consulting firms.
• Provide support to Capital Officers for preparation of materials for annual investor meetings along with other ad hoc requests.
• Due to the fast-paced nature of the responsibilities for this position, extended days and weekends may be required.

Preferred Skills and Experience:

• Bachelor's degree in Finance, Accounting or Business
• 2+ years related financial modeling experience in the real estate industry (preferably LIHTC)
• Familiarity with Visual Basic or other programming language.
• Familiarity with LIHTC a plus
• Proficient with MS Office                                       
• Excellent verbal and written communication skills
• Ability to communicate effectively with senior management
• Demonstrated ability to think critically and be creative with problem-solving
• Attention to detail

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 identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.