Fund Analyst I - Fund Management-1

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 Fund Analyst supports the Fund Management Team in meeting the investment objectives of each fund for its investors by providing various analysis and supporting the activities Fund Managers with portfolios of Affordable Housing Real Estate Funds. You will participate in activities that enable preservation of the value of investor equity and the stream of benefits associated with the investment.

• Support the Fund Management team in managing a portfolio of Affordable Housing Real Estate Funds to preserve the value of investor equity and the stream of benefits associated with the investment.
• Work with the Fund Managers to prepare and maintain long-term projections of capital installments, tax credit and tax loss delivery, cash distributions, and update corresponding investor benefit schedules.
• Assist with preparation and maintenance of fund risk reports and business plans.
• Assist Senior Management with time sensitive projects such as investor presentation materials, compilation of due diligence items, and hand off materials related to fund investment closings, and ad hoc requests.
• Assist Fund Management with annual tax return process, which includes reviewing and analyzing Federal and State partnership tax returns and internal tax reports.
• Monitor the performance of property investments and address discrepancies in conjunction with the preparation of quarterly reports to corporate investors.
• Participate in various Fund Management initiatives, as well as contribute to team-based, long term initiatives.

• Bachelor’s degree.
• Proficient with MS Office, including Word, Excel, PowerPoint, Access, and Outlook.
• Proficient in financial analysis and spreadsheet modeling in MS Excel.
• Ability to balance multiple projects while using critical thinking and creative problem‑solving.
• Excellent verbal and written communication skills with the ability to communicate effectively with peers, senior management and investors.
• Highly attentive to detail.
• Ability to thrive in a collaborative, team‑based environment; pitching in wherever needed to achieve team objectives.
• Ability to meet tight deadlines in time‑sensitive situations while maintaining a professional demeanor.

• Interest in real estate and/or affordable housing.
• Familiarity with Partnerships, Financial Statements.

Annual base salary gross: $70,000 - $80,000 (MA only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees.

Other rewards and benefits include cash bonuses, long‑term incentives, health insurance, accident and life insurance, and retirement benefits.

• Competitive vacation policy, floating personal holidays, extensive leave options, and annual observed holidays.
• Family care programs including infertility coverage, adoption support, child and elder care, fully paid maternity and generous parental leave benefits.
• Hybrid working model with a 3‑day in‑office minimum requirement.

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.