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Position: Analyst | Portfolio Management, Real Estate

Locations: Boston, MA and Chicago, IL

September 14, 2017

Position: Analyst | Portfolio Management, Real Estate

Locations: Boston, MA and Chicago, IL

Reporting to the Vice Presidents and Senior Vice Presidents | Portfolio Management (“Portfolio Managers”), the individual in this Analyst position will be responsible for providing support to Portfolio Managers on completing  asset management functions associated with a portfolio of Low Income Housing Tax Credit (“LIHTC”) properties.

His/her responsibilities will include assisting the Portfolio Managers with:

• Various functions related to the management of a portfolio of LIHTC assets, including properties in the following lifecycles: construction, pre-stable, stable and watchlist.  Functions include, but are not limited to, the following:
-Construction monitoring
-Calculating tax credit adjusters
-Lease up monitoring
-Tax credit compliance (in conjunction with Red Stone’s in-house expert)
-Facilitating permanent loan conversions
-Review of financial data (including budgets, monthly & quarterly financial   results, and annual audits & tax returns)
-Insurance monitoring;
• The preparation of property reports for internal and investor purposes;
• Completion of real estate site visits;
• Processing capital contributions for assigned properties; and
• Special projects, reporting, and research, as needed across the entire   Portfolio Management department.

Job Qualifications and Competencies:

• Bachelors Degree in Finance, Real Estate, Accounting or other relevant   areas of study is preferred;
• Minimum one year directly related experience;
• LIHTC experience and expertise preferred, but not required;
• Proficiency in Microsoft Office including Excel;
• Strong communication, decision making, analytical, organizational and   interpersonal skills;
• Willing to support individual Portfolio Managers, as well as the overall   Portfolio Management group;
• Attention to detail, thorough and results driven; and
• Commitment to Company Core Values.