Senior Investment Analyst

National Equity Fund, Inc. (NEF), a leading non-profit syndicator of low-income housing tax credits (LIHTC), is seeking an Senior Investment Analyst to conduct a wide range of new business initiatives. The LIHTC program is the most important resource available today for creating affordable housing in the United States. NEF uses its extensive experience, talent, and resources to create sustainable affordable housing. 

The Senior Investment Analyst will maintain and audit fund models within the NEF investment portfolio. Determine fund capital needs, conduct economic analysis, and contribute to the investor reporting process. Expand the company’s technology platform as it relates to the Fund Management function.

Essential duties: 

• 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

The ideal candidate:

• 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. Pursuit of CFA charter is a plus.

• Proficient in Microsoft Excel with a preference towards financial modeling. Additional enterprise and technical software experience including but not limited to Power BI and dashboards a plus.

• The ideal candidate should be analytical, have a broad knowledge of financial markets, and a conceptual understanding of limited partnerships.

We offer a competitive salary, along with a comprehensive benefits package.

NEF IS AN EQUAL OPPORTUNITY EMPLOYER