Asset Management Analyst

CAHEC is a community investment organization that strengthens communities by providing affordable housing and supportive service initiatives to residents in the Southeast and Mid-Atlantic regions. CAHEC engages in diverse product areas, including low-income housing tax credits, historic tax credits, new markets tax credits, and renewable energy credits. Additionally, CAHEC offers loan programs, wellness and education initiatives for residents, affordable housing development, and property management services.

About the role

The Asset Management Analyst manages portfolio data to facilitate interdepartmental reporting processes, to support the asset management team, to meet stakeholder requirements, and to respond to ad hoc requests for analysis.

Responsibilities

• Track, review, input and update investment operational and financial data into CAHEC’s database and applicable spreadsheets.
• Maintain accurate partner contact information in CAHEC’s database including property managers, general partners, and accountants.
• Assist in maintaining the integrity of CAHEC’s database by developing and executing quality control processes and procedures.
• Provide portfolio and investment analyses and other reports in response to requests from senior management, Board of Directors and external parties.
• Track the collection of year-end deliverables, including tax returns, audits, work papers and other documentation.
• Create and utilize outputs (customized and recurrent reports).
• Analyze and present investment performance data.

Requirements

• Associate’s degree in business management, business administration, accounting, finance, real estate, information technology, or an equivalent combination of education and comparable work experience.
• Minimum two (2) years of analyst experience from any financial service, accounting or real estate organization.
• Database administration experience and a general understanding of real estate, financing, management, and basic accounting.
• Ability to learn and apply knowledge of the Low-Income Housing Tax Credit (LIHTC) industry to CAHEC’s investment portfolio.
• Strong communication, interpersonal, analytical, and problem-solving skills.
• Ability to manage multiple priorities and build effective working relationships.
• Intermediate proficiency in Microsoft Word, Excel, Outlook, Smartsheet, and PowerPoint.

Work Environment

This position is classified as hybrid remote and works from both the CAHEC corporate office in Raleigh, NC and a dedicated home office. Travel, typically by either commercial airline or automobile, is required for this position. Certain objectives require traveling to various locations to meet with partners, visiting properties in CAHEC’s investment portfolio, attending industry-related events, and professional training opportunities.