Equity Underwriting, Analyst

Purpose and Job Summary

The Equity Underwriting Analyst will support Originators and Equity Underwriters throughout the acquisition and closing processes with developers and investors in affordable housing Low Income Tax Credit (LIHTC) investment deals. The Analyst will provide support during the acquisitions and investor placement process, modeling, analysis and due diligence, and closing activities. Analysts will learn the equity underwriting lifecycle, processes, requirements, and help the team maintain high standards of deal quality, integrity, and structure.

The Analyst will perform work that enables Equity Underwriters to maintain and enhance relationships with developers, investors, and investor advisors through timely, accurate, and thorough work product.

• Perform initial review of materials related to prospective deal opportunities.
• Prepare the initial investment model and a summary of key deal features.
• Assist in the preparation of screening and investment committee packages.
• Support the due diligence process with financial analysis, market analysis, and review of other information and material required to evaluate project feasibility.
• Raise concerns and issues quickly to ensure they are addressed timely.
• Support the management of due diligence by coordinating and working with various third parties.
• Due to the fast‑paced nature of the responsibilities, extended days and weekends may be required.
• Travel Requirements -