Asset Analyst, Capital Formation

Responsibilities

• Portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments.
• Focusing on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws.
• Assessing project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions.
• Establishing strong working relationships with investors, lenders, and financial partners and assisting with the preparation and modification of annual community impact questionnaires.
• Mitigating risk by continuously assessing project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements, and operating agreement conditions.
• Monitoring loan defaults and ensuring there are no mechanic liens or other non-permitted encumbrances on the project.
• Establishing and maintaining effective working relationships with investors, lenders, project developers, and other financial partners.
• Cultivating relationships conducive to information sharing and problem solving.
• Providing exemplary customer service.
• Aiding in the preparation and modification of annual community impact questionnaires.
• Sending, collecting, reviewing completed questionnaires for completeness and reasonableness.
• Maintaining database information integrity as it relates to compliance data, financial reporting, construction updates, and project information.

Requirements

• Four-year degree
• One year professional experience
• Bachelor’s degree in real estate finance, economics, business, accounting or a related field is preferred
• Two years of experience in asset/portfolio management or real estate finance is preferred
• Strong aptitude with information technology, proficient skills in word-processing, spreadsheet, and presentation software, and ability to adapt to new technology
• Strong financial analysis skills with the ability to recognize financial issues through review of borrower financial statements
• Ability to establish and maintain effective working relationships with supervisors, co-workers, and outside business professionals
• Self-starter who exhibits the drive and resourcefulness to work independently and with team members toward common Company goals
• Excellent communication skills (verbal and written)

Qualifications

• Minimum qualifications: Four-year degree, one year professional experience
• Preferred qualifications: Bachelor’s degree in real estate finance, economics, business, accounting or a related field, two years of experience in asset/portfolio management or real estate finance, strong aptitude with information technology, proficient skills in word-processing, spreadsheet, and presentation software, strong financial analysis skills, ability to recognize financial issues through review of borrower financial statements, ability to establish and maintain effective working relationships with supervisors, co-workers, and outside business professionals, self-starter who exhibits the drive and resourcefulness to work independently and with team members toward common Company goals, excellent communication skills (verbal and written)

Benefits

Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.