Asset Analyst, Capital Formation

Responsibilities

• The Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments.
• Focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws.
• Responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting.
• Assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions.
• Establish strong working relationships with investors, lenders, and financial partners and assist with the preparation and modification of annual community impact questionnaires.
• Assist with mitigating risk.
• Continually assess project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements and operating agreement conditions.
• Monitor loan defaults and that there are no mechanic liens or other non‑permitted encumbrances on the project.

• 4-year degree
• 1 year professional experience
• Bachelor’s degree in real estate finance, economics, business, accounting or a related field is required.
• Two years of experience in asset/portfolio management or real estate finance is preferred.
• Strong aptitude with information technology with proficient skills in word-processing, spreadsheet and presentation software and the ability to adapt to new technology is required.
• Strong financial analysis skills with the ability to recognize financial issues through review of borrower financial statements
• Ability to establish and maintain effective working relationships with supervisors, co‑workers, and outside business professionals
• Self‑starter who exhibits the drive and resourcefulness to work independently and with team members toward common company goals - show confidence in functional skills and an ability to apply those skills in a multi‑task cross‑functional team setting
• Ability to work in an evolving, team‑oriented environment, and accept new challenges as assigned
• Must exhibit excellent communication skills (verbal and written)