Transaction Analyst jobs in United States
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Reimagine Development Partners · 1 day ago

Transaction Analyst

Reimagine Development Partners is seeking a Transaction Analyst to support the underwriting, structuring, and closing of historic tax credit investments. The role involves building financial models, coordinating due diligence materials, and ensuring compliance with investor and regulatory standards throughout the transaction process.

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Responsibilities

Build and maintain financial models for historic rehabilitation projects, including sources and uses, tax credit schedules, partnership cash flow projections, and sensitivity analyses
Analyze development budgets, operating pro formas, construction timelines, and capital stacks to assess project feasibility and investment risk
Coordinate and review due diligence materials, including development agreements, appraisals, environmental reports, construction contracts, and preservation approvals, etc
Prepare internal investment memoranda, underwriting documentation, and investor-facing materials
Assist in evaluating compliance with IRS requirements, State Historic Preservation Office (SHPO) and National Park Service (NPS) standards, and investor disclosure and transaction requirements set forth in offering documents
Track key compliance milestones, including Part 1/2/3 approvals, placed-in-service timelines, and post-closing reporting obligations
Maintain project data and documentation within RDP’s CRM and internal systems to ensure accuracy, version control, and reporting readiness
Help maintain standardized underwriting templates, checklists, and reporting tools to improve consistency and efficiency across transactions
Communicate with developers, legal counsel, accountants, investors, and internal team members to gather information, resolve issues, and support transaction timelines
Support closing logistics, document tracking, signature coordination, and organizing deliverables

Qualification

Financial modelingReal estate financeUnderwritingTax credit investmentsDocument management systemsCommunicationAttention to detailProject management

Required

Bachelor's degree in Finance, Accounting, Real Estate, or related field
1-3 years of experience in real estate finance, underwriting, tax credit investments, development, or transaction support (HTC, LIHTC, NMTC, or similar preferred)
Strong interest in historic tax credits, real estate development, and investment structuring
Proficiency in financial modeling; familiarity with CRM and document management systems preferred
Strong written and verbal communication skills, with the ability to work across technical and non-technical team members
High level of organization, attention to detail, and ability to manage multiple active projects

Preferred

familiarity with CRM and document management systems preferred

Benefits

Competitive salary and performance-based bonus
Comprehensive health, dental, and vision insurance (To be established with this round of hiring)
Retirement plan with company match (To be established with this round of hiring)
Paid time off, holidays, and flexible work arrangements
Professional development opportunities and continuing education support
Collaborative and mission-driven work environment

Company

Reimagine Development Partners

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Reimagine Development Partners educates U.S.

Funding

Current Stage
Early Stage

Leadership Team

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Will Bradshaw
Chief Executive Officer
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Sophia Baser
Partnerships Manager
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Company data provided by crunchbase