Asset Management Analyst

Job Title: Asset Management Analyst

Position Type/Department: Partner Services

Reports To: Senior Vice President

Job Purpose: ACPS is seeking a highly motivated individual to join our team in one of our nationwide offices. The Asset Management Analyst will assist in financial review and compliance administration for a portfolio of investments. This position involves a working knowledge of lending, financial analysis, basic financial statements and covenant testing.

The Analyst will develop a comprehensive understanding of the New Market Tax Credit Program. This role will involve interaction with all parts of Advantage Capital, including ACPS, Accounting, Compliance and Investment teams, as well as our external clients. Candidates are expected to have outstanding written and verbal communication skills and a strong record of leadership accomplishments.

Asset Management Support

• Collection and review of borrower and partner financial statements and compliance reporting
• Monitor cash flows and assist with loan servicing, disbursing and distributions
• Track and update financial models
• Monitor and track the portfolio’s loan performance and compliance with loan agreements and program requirements, prepare reports for management review
• Assist with validation and presentation of impact reporting to internal and external stakeholders
• Coordinate required reporting to investors, partners, state agencies and lenders
• Interacting and building relationships with partners, banks, and investors

Transaction Support

• Assist with onboarding of new investments
• Document management, as needed

General Analysis and Department Support

• Prepare internal analysis and ad hoc presentations and projects, as requested
• Collaboration and support across departments

• Bachelor’s degree in finance, economics, accounting or equivalent work experience
• Two to four years of related experience (lending, compliance, financial structures, finance, accounting); direct experience with NMTCs or other tax credit programs is a plus
• Proactive in identifying next steps, intellectually curious, ability to focus on both details and the big picture
• Comfort with reviewing financial statements; comfort reading legal documents a plus
• Strong mathematical and analytical skills, attention to detail and accuracy in work product is critical
• Self-starter with ability to problem solve
• Strong computer skills with basic formula proficiency in Excel
• Strong written and verbal communication skills

This position includes a competitive comp and benefits package.

Position is available in any of our office locations (St. Louis, New Orleans, New York City, Austin or Hanover). ACPS would consider remote work for someone with sufficient NMTC experience.