Associate, Originations

About the role

The ideal candidate is analytically strong, detail-oriented, and motivated to build a career in affordable housing finance with exposure to the full life cycle of originations and closings.

Key Responsibilities

• Support originations team in sourcing, underwriting, and execution of affordable multifamily loan transactions.
• Complete financial modeling and credit analysis for multifamily assets, including review of Loan-to-Value (LTV), Debt Service Coverage Ratio (DSCR), sources and uses, and cash flow projections.
• Prepare and maintain underwriting materials, internal credit memos, and investment committee packages.
• Prepare marketing and investor materials related to tax-exempt bond and LIHTC transactions.
• Cook up due diligence materials and support the closing process for bond and loan transactions.
• Lead group calls to ensure loan closing deadlines are met.
• Track transaction pipelines, maintain internal databases, and support reporting requirements.
• Review legal documentation to ensure alignment with investor requirements and interests.
• Conduct market research on affordable housing trends, capital markets, and comparable transactions.
• Travel nationally to attend industry conferences, participate in networking opportunities, and visit project properties.
• Collaborate with internal teams, including capital markets, credit, legal, and servicing, as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Real Estate.
• Strong interest in affordable housing, multifamily finance, and real estate credit.
• Solid analytical and quantitative skills with high attention to detail.
• Strong written and verbal communication skills.
• Strong problem-solving skills with the ability to quickly identify and deliver answers to ad hoc questions from clients.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel and PowerPoint; experience with financial models preferred.