LIHTC Investor Relations Analyst

Overview

At Regions, the Regions Affordable Housing (RAH) Financial Analyst develops complex financial models, financial planning systems, and procedures designed to protect assets and enhance yield for affordable housing transactions using the low-income housing tax credit. This role engages internal stakeholders across the RAH organization and recommends transaction structures to maximize performance of projects under consideration.

Primary Responsibilities

• Analyzes, consolidates, and interprets financial data related to affordable housing projects using the low-income housing tax credit
• Under the direction of a more senior Financial Analyst, prepares complex financial models related to affordable housing and identifies questions and gaps for further review
• Recommends structural changes and/or enhancements related to affordable housing transactions, such as improving operations, enhancing yield, resolving potential exceptions to RAH underwriting standards, and other similarly complex real estate matters
• Works with the investor services team to resolve project-level questions and concerns
• During underwriting, serves as the subject matter expert for questions and transaction structural changes that require changes to the financial model

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.

Requirements

• Bachelor’s degree in accounting, Finance or a directly related field
• Three (3) years of experience with financial analysis within the real estate or affordable housing industry

Preferences

• Master of Business Administration (MBA)

Skills And Competencies

• Ability to manage multiple priorities
• Ability to research, analyze data, and derive facts
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong verbal, written communication, and organizational skills
• Strong work ethic and self-motivation

Additional Responsibilities

• Assist with building and maintaining fund-level financial models
• Collaborate with Originations team to prepare updates on property pipeline and align opportunities with investor needs
• Support senior staff in preparing fund materials and marketing presentations
• Prepare investor due diligence requests during marketing and fund closing processes
• Identify opportunities for more efficient internal data collection
• Prepare ad hoc analyses as required by senior team members

Position Type

Full-time

Compensation Details

Pay ranges are provided as a point-of-market reference for compensation decisions and may vary based on factors such as experience, skills, knowledge, and location. The target, median, and incentive details are described below as a general guide.

• Position Target: $91,449.92 USD
• Position Median: $115,143.60 USD
• Incentive Pay Plan: Eligible for discretionary incentive based on performance against defined metrics and goals

Benefits Information

Regions offers a benefits package that is flexible and comprehensive. The following is a synopsis of benefits information for informational purposes and may not be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Benefits and plans may be changed, amended, or terminated at Regions’ discretion. For more information, please visit Regions’ benefits page.

Location

Regions Affordable Housing - NY; Great Neck, New York

Equal Opportunity

Equal Opportunity Employer/including Disabled/Veterans

Job applications are accepted electronically through Regions’ career site for a minimum of five business days from the posting date. Higher-volume postings may remain active longer due to business needs and may be closed at any time thereafter at the company’s discretion.