Acquisition Analyst I – Analytics

Job Description Summary

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 Description

Essential Duties and Responsibilities:

• 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.

Knowledge of:

• Company's working structure, policies, mission, and strategies.
• General accounting principals.
• Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).
• Fundamental concepts, principles and practices of the real estate industry.
• 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.
• Reading and understanding tax returns, financial statements, operating and cost budgets, and LIHTC specific documentation.
• Communicating effectively orally and in writing.
• Preparing and interpreting real estate financial projections and reporting.
• Utilizing database and document management software to gather varied and complex information.
• 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.
• 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.
• Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making.
• Provide accurate and high quality work product in a timely manner.
• Convey information clearly and effectively through both formal and informal documents.
• Gather data from multiple sources, review, and accurately input data into various spreadsheets and databases.
• With some guidance/supervision, identify required tasks, develop timelines and execute.
• Demonstrate sensitivity to customer needs (both internal and external) and proactively address customer needs.
• Project a positive, professional image with both internal and external business contacts.
• Assume full responsibility and accountability for own actions.
• Demonstrate uncompromising adherence to ethical principles.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in finance, accounting or related field

or

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

None Required.

Travel Required:

No

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.