Acquisition Analyst I – Analytics Job at Raymond James (Saint Petersburg)

Job Description

Under general supervision, uses specialized knowledge and skills obtained through training, education, and experience to prepare financial projections for multi-family real-estate investments qualifying for low income housing tax credits. Guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.

Job Responsibility

Maintains financial models projecting the operating performance and net after-tax benefits of multi-family real-estate investments
Audits financial models prepared by others to ensure projections are accurate and consistent with current tax legislation and RJAHI’s investment guidelines
Analyzes variances between our models and actual operating performance observed at the properties
Prepares benefit projections to fulfill reporting requirements to investors in existing funds and to assist in the marketing of new funds to prospective investors
Prepares reporting and analysis to assist in responding to investor due diligence requests
Performs other duties and responsibilities as assigned

Requirements

Bachelor’s Degree (B.A.) in finance, accounting or related field
Any equivalent combination of experience, education, and/or training approved by Human Resources
General Experience - 3 to 6 years
Knowledge of Company's working structure, policies, mission, and strategies
Knowledge of General accounting principals
Knowledge of Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC)
Knowledge of Fundamental concepts, principles and practices of the real estate industry
Knowledge of Principles of banking and finance industry operations
Skills in Advanced skills in Microsoft Excel and a strong interest in the use of complex project finance models
Skills in Reading and understanding tax returns, financial statements, operating and cost budgets, and LIHTC specific documentation
Skills in Communicating effectively orally and in writing
Skills in Preparing and interpreting real estate financial projections and reporting
Skills in Utilizing database and document management software to gather varied and complex information
Skills in Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets
Ability to Work independently as well as collaboratively within a team environment
Ability to Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
Ability to Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
Ability to Provide accurate and high quality work product in a timely manner
Ability to Convey information clearly and effectively through both formal and informal documents
Ability to Gather data from multiple sources, review, and accurately input data into various spreadsheets and databases
Ability to With some guidance/supervision, identify required tasks, develop timelines and execute
Ability to Demonstrate sensitivity to customer needs (both internal and external) and proactively address customer needs
Ability to Project a positive, professional image with both internal and external business contacts
Ability to Assume full responsibility and accountability for own actions
Ability to Demonstrate uncompromising adherence to ethical principles
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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Acquisition Analyst I – Analytics

Job Description

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