Equity Specialist

Reports to:
Director of Fund Management

The Equity Specialist will handle all facets of obtaining, reviewing, and tracking equity payments made to operating companies. This includes assembling, reviewing, and processing payment packages directly and coordinating with other departments, as needed.

• Assemble, critically review, and efficiently complete payment requests. This includes the review of partnership and operating agreements, documents for contract compliance, accuracy of information, evaluation of project funding and recommendations.
• Monitor the progress of project completion, evaluate current status in relation to projections, and identify potential problems, including reading reports, reviewing draw sheet budgets, and tracking data in computerized databases.
• Maintain systems for tracking completion of follow-up tasks, and forecast upcoming payments in PIXUS, a proprietary software system.

• Interact effectively with development partners and other third parties as well as within the company to obtain and correct necessary documents and information.
• Develop and maintain monthly and quarterly reports for internal staff, owners and investors.
• Train new partners and staff on the PIXUS system.

• Manage the review and approval of the payment request by other departments within the company.
• Coordinate the supplementation or modification of information as needed for approval.
• Maintain systems for tracking completion of follow-up tasks and forecast upcoming payments in PIXUS, proprietary software system.

• Perform other duties as assigned; duties may vary and may include support to other areas of department.

• Bachelor’s degree in accounting or general business; or equivalent related experience.

• 3-5+ years’ experience in accounting or related administrative work.
• Knowledge of real estate development terminology, construction accounting/concepts, and financial analysis.
• Experience with Low Income Housing Tax Credits a plus.

• Candidate must be able to demonstrate strong customer service skills in interactions with investors, lenders, and developer partners in a financial services environment.
• Candidate must be able to communicate and work effectively with individuals representing various departments and having varying specialties, both financial and non-financial.
• Candidate must be able to perform multiple tasks and demonstrate the ability to coordinate complex activities, prioritize conflicting demands, and meet deadlines.
• Candidate must possess strong organizational skills.
• Requires knowledge of Microsoft Office Suite, and a high proficiency in Excel and Outlook.

OCCH is an independent, mission-driven nonprofit corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $7 billion in private capital and invested in over 66,000 units of affordable housing in over 1,100 developments.

Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership. Our mission is at the heart of everything we do. Our core values are our building blocks and foundation. Our values of CREATING: C Collaboration & C Communication, R Respect, E Expertise, A Accountability, T Trust, I Innovation, N Inclusion & G Growth, will guide our behaviors, ensuring a consistent focus on quality and progress toward our vision.

Ideal candidates will be passionate about our mission and exhibit our core values with a commitment to continuous improvement and growth.

OCCH is an equal opportunity employer. Equal Employment Opportunity is not only good practice - it is the law and applies to all areas of employment, including recruitment, selection, hiring, training, transfer, promotion and demotion, termination, compensation, and benefits. As an equal opportunity employer, OCCH prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.