Account Manager

Boston Financial provides innovative capital solutions for affordable housing developers and offers institutional investors the opportunity to achieve compelling risk-adjusted returns while delivering meaningful social impact. We manage the largest syndicated Low Income Housing Tax Credits (“LIHTC”) portfolio in the country, and maintain a platform dedicated to the preservation of existing affordable housing. Our business is built on a proven investment track record, long-term client relationships, and a commitment to housing solutions. Today, Boston Financial is recognized as a national leader in affordable housing finance and asset management.

Position Overview:

The Director - Account Manager (“Director”) will be responsible for taking joint-venture investment opportunities through the acquisitions process, from proposal letter through due diligence to closing with both the general partner and investor while establishing and maintaining high standards of deal quality, integrity, and structure. The Director will maintain and enhance client relationships with general partners and investors through attentive and responsive client servicing.

Key Responsibilities:

• After prospective joint-venture investment opportunities are brought in-house by Originators, Director will review and analyze opportunities, including business plan feasibility, strength of general partner and manager, financial return, and impact. Work with Originators and Senior Management to establish pricing, structure deal terms, determine investor interest, and to prepare and execute proposal letter.

• Oversee due diligence process, including detailed financial analysis, market analysis, and review of other information required to evaluate project feasibility. Serve as primary contact for general partners on individual deals to ensure timely, efficient, and thorough processing.

• Identify and evaluate potential solutions to deal issues through collaboration with Originations, Credit & Underwriting (IV) and Sales (Capital Officers). Serve as primary contact for all cross-departmental deal activity, including legal, tax, engineering, and asset management.

• Oversee preparation of screening and investment committee packages. Present investment opportunities to Boston Financial Screening Committee.

• Responsible for managing deal closing timelines to meet internal and external expectations. Specifically, outline the path to deal closing, create a schedule to meet general partner timelines and work with Originator, IV, Credit Officer, etc. to meet deal closing and internal deadlines. Director will work with Capital Officer to manage investor closing timeline and deliver materials in a timely manner.

• Due to the fast-paced nature of the responsibilities for this position, some travel and overtime may be required.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.