Purpose and Job Summary:
The Fund Analyst is junior employee who supports Fund Management's efforts to deliver investment objectives of each fund to its investors.
Essential Duties and Responsibilities:
- Support the Fund Management team in managing a portfolio of Affordable Housing Real Estate Funds to preserve the value of investor equity and the stream of benefits associated with the investment
- Work with the Fund Managers to prepare and maintain long-term projections of capital installments, tax credit and tax loss delivery, cash distributions, and update corresponding investor benefit schedules
- Assist with preparation and maintenance of fund risk reports and business plans
- Assist Senior Management with time sensitive projects such as investor presentation materials, compilation of due diligence items and hand off materials related to fund investment closings, and ad hoc requests
- Assist Fund Management with annual tax return process, which includes reviewing and analyzing Federal and State partnership tax returns and internal tax reports
- Monitor the performance of property investments and address discrepancies in conjunction with the preparation of quarterly reports to corporate investors
- Participate in various Fund Management initiatives, as well as contribute to team-based, long term initiatives
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Travel Requirements - < 10%.
Education, Skills and Experience:
Required:
- Bachelor's degree
- Proficient with MS Office, including Word, Excel, PowerPoint, Access, and Outlook
- Proficient in financial analysis and spreadsheet modeling in MS Excel
- Ability to balance multiple projects while using critical thinking and creative problem-solving
- Excellent verbal and written communication skills with the ability to communicate effectively with peers, senior management and investors
- Highly attentive to detail
- Ability to thrive in a collaborative, team-based environment; pitching in wherever needed to achieve team objectives
- Ability to meet tight deadlines in time sensitive situations while maintaining a professional demeanor
Preferred:
- Interest in real estate and/or affordable housing
- Familiarity with Partnerships, Financial Statements
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.