Career Opportunities

Fund Management

Fund Analyst

The Fund Analyst is responsible for monitoring the long-term performance of multi-investor, proprietary and guaranteed Low-Income Housing Tax Credit funds. This position records and calculates investor benefits, reviews tax returns to analyze investor benefits, reports to investors on a quarterly basis, provides support and analysis to management, and gathers investor due diligence as requested.


Position Responsibilities:

  • Responsible for his/her own funds, including:
    • Capital Contribution Requests
    • Meetings with Construction/Asset Management
    • Update property payments in rollup
    • Reconcile cash requested/utilized
    • Send CCRs to investors
  • Fund rollup responsibilities include:
    • Review tax returns to update credit and deduction benefits
    • Verify IRR calculations
    • Update reserve analysis
  • Follow routine for timely quarterly reporting
  • Learn queries and work with IT
  • Communicate with investors by sending information that accurate and timely
  • Present portfolio reviews to upper management



  • Experience working with Low-Income Housing Tax Credits preferred
  • Experience in the real estate industry is preferred
  • Knowledge of SQL programming
  • Possess professional level communication skills to interact with institutional investors
  • Ability to perform Internal Rate of Return analysis
  • Working knowledge of financial statements, partnership tax returns, and audits
  • Ability to read and work from Partnership Agreements and other legal documents
  • Ability to organize and schedule tasks while supporting multiple projects with a wide range of production and monitoring requirements, ability to meet deadlines, strong time management skills are required
  • Strong computer skills required, with a strong emphasis in Microsoft Excel and knowledge of all Microsoft Office products
  • Ability to learn complicated tasks quickly
  • Strong emphasis on accuracy of work completed



  • A bachelor’s degree in business/finance or a related major
  • 2-4 years applicable experience in real estate /affordable housing

Resumes to