Transactions Analyst

Responsibilities

• Collect, organize, and catalog due diligence for LIHTC fund and partnership closings, including organizational documents, title and survey, zoning, environmental reports, construction documents, insurance, and tax credit allocation materials.
• Maintain and update due diligence checklists for each transaction; track open items and flag outstanding deliverables to the Directors.
• Review incoming due diligence for completeness; surface items that look incomplete, inconsistent, or unusual for review by the Directors or counsel.
• Build and maintain transaction files, data rooms, and closing binders; coordinate post-closing document delivery and storage.
• Serve as a regular day-to-day contact with general partners, developers, management agents, contractors, third-party consultants, and outside counsel on assigned transactions.
• Schedule and support status calls, circulate closing checklists, follow up on open items, and clearly communicate next steps and deadlines to all parties.
• Cook up and maintain good working relationships with repeat sponsors, developers, and counsel; represent AEP professionally in external communications.

Requirements

• Working knowledge of LIHTC program basics (Section 42), Qualified Allocation Plans, and the general structure of lower-tier and upper-tier syndicated investments.
• Strong working knowledge of multifamily real estate transactions, including title, survey, zoning, environmental, organizational, and loan documentation.
• Ability to read transaction documents at a working level, follow deal terms across drafts, and identify items that should be escalated.
• Excellent written and verbal communication skills, with the ability to engage credibly and professionally with clients, counsel, and senior leadership.
• Strong organizational skills and the ability to manage multiple concurrent closings against firm deadlines in a fast-paced, entrepreneurial environment.
• Keen attention to detail and ability to spot missing items, inconsistencies, and follow-ups in legal and financial documentation.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort working in data rooms and document management platforms.

Qualifications

• Paralegal certificate, Associate's or Bachelor's degree, or equivalent experience required.
• Minimum of 3 years of experience as a real estate paralegal or in a comparable transactions support role, with substantial responsibility for due diligence and document organization.
• Prior experience working with developers, investors, and outside counsel on multi-party real estate closings.