National Equity Fund, Inc. · 17 hours ago
Senior Investment Analyst
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
3+ years expNational Equity Fund, Inc. (NEF) is a leading non-profit syndicator of low-income housing tax credits (LIHTC), seeking a Senior Investment Analyst to conduct a wide range of new business initiatives. The role involves maintaining and auditing fund models, determining fund capital needs, and contributing to the investor reporting process.
ConsultingFinancial ServicesProperty ManagementReal Estate Investment
Responsibilities
Build, maintain and audit investment models for all funds
Work with Investor Relations to structure and model economic impact/ IRR of potential property investments and incremental impact to funds
Determine fund capital needs and call capital from investors as needed
Compile information necessary to provide investor quarterly reports
Monitor annual asset management fee payments and reserve fundings
Respond to investor requests and inquiries including but not limited to fund and property performance
Conduct economic analysis including changes to project equity and benefits for other internal departments
Lead annual portfolio tax reporting effort, including overseeing variance explanations of actual property performance from projections
Create and implement efficiencies for the Fund Management group
Qualification
Required
3 - 5 years of experience in real estate investments or another financial field
A minimum B.A. in finance, economics, accounting or equivalent job experience
Proficient in Microsoft Excel with a preference towards financial modeling
The ideal candidate should be analytical, have a broad knowledge of financial markets, and a conceptual understanding of limited partnerships
Preferred
Pursuit of CFA charter is a plus
Additional enterprise and technical software experience including but not limited to Power BI and dashboards a plus
Benefits
Comprehensive benefits package
Company
National Equity Fund, Inc.
National Equity Fund, Inc.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matthew Reilein
President and CEO
Recent News
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