Asset Analyst, Capital Formation

Company Overview

Baker Tilly is a leading advisory, tax and assurance firm serving clients across the U.S. and globally with a network of independent accounting and business advisory professionals.

Asset Analyst – New Market Tax Credit (NMTC) Projects

• Monitor portfolio and address compliance and asset management issues during underwriting, closing, compliance period, and disposition of NMTC investments.
• Deliver reviews, comments, and work product related to pre‑closing and post‑closing financial models and construction budgets/draws.
• Manage compliance reporting for the client portfolio, ensuring data accuracy and mandatory mandates.
• Analyze community impact reporting and assess project and partnership risk factors per Section
  45 provisions, allocation agreement requirements, and operating agreement conditions.
• Establish working relationships with investors, lenders, borrowers, and financial partners; assist with annual community impact questionnaires.
• Maintain data integrity, monitor loan defaults, and ensure no mechanic liens or other encumbrances.
• Provide customer service and seek opportunities to extend Baker Tilly’s services beyond the current transaction.

• 4‑year degree.
• 1 year professional experience.

• Bachelor’s degree in real estate finance, economics, business, accounting, or related field.
• Two years experience in asset/portfolio management or real estate finance.
• Strong IT aptitude – proficient with word‑processing, spreadsheet, and presentation software.
• Strong financial analysis skills – ability to interpret borrower financial statements.
• Excellent communication skills, both verbal and written.
• Self‑starter, resourceful, able to work independently and with cross‑functional teams.
• Ability to work in an evolving, team‑oriented environment and take on new challenges.

In Wisconsin, pay range: $62,000 – $95,610. Compensation is influenced by skills, experience, qualifications, certifications, location, and work arrangement. Baker Tilly offers a comprehensive benefits package to eligible employees.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis in accordance with applicable federal, state, or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.