Tax Oriented Investments - Structured Housing Investments - Analyst

Job Description
JPMorgan's Tax Oriented Investments (TOI) Housing group is based in Chicago and is part of the Investment Bank's Securitized Products Group. The Analyst on the Asset Management Team plays a key supporting role in managing JPMorgan's real estate investments in low-income housing tax credit (LIHTC) apartment communities throughout the United States.
As an Analyst in JPMorgan's Tax Oriented Investments (TOI) Housing group, you will play a key supporting role in managing JPMorgan's real estate investments in low-income housing tax credit (LIHTC) apartment communities throughout the United States. You will assist in a variety of responsibilities including financial review, portfolio management, data analysis, consent tracking and relationship management. In this role you will assist in a variety of responsibilities including financial review, portfolio management, data analysis, consent tracking and relationship management.
Job responsibilities:

• Analyze performance of real estate investments by evaluating quarterly reports, interim financial statements, operating budgets and audits. Inputting financial data for selected properties. Provide context and commentary on sub-performing properties, highlighting key risks and potential paths to improved operations.
• Manage a portfolio of properties, identifying performance trends by geography, product, developer partner or other common characteristics. Maintain integrity of the portfolio information by completing and updating input fields in the housing database.
• Prepare required reports for senior management review, including presentation materials for watch list and other committee reports. Draft action memos for internal review and decision making.
• Review syndicator-provided consent approval packages, referencing partnership agreements and original underwriting models, that involve loan refinance, changes to property management or general partner. Track requests in a consent log.
• Review and process capital contribution requests, ensuring conformance with required funding benchmarks.
• Monitor receipt of reporting requirements and other deliverables; coordinate report requests between JPMorgan internal groups and syndicator partners.
• Complete special projects and assist with committee presentations.

Required qualifications, capabilities, and skills:

• Experience in real estate or related area.
• Advanced skills in Microsoft Office (Excel, Word, PowerPoint)
• Strong analytical and problem-solving skills.
• Superior communication (written and verbal presentation) and quantitative skills.
• Detail-oriented and accurate, with a strong desire to learn and excel.
• Ability to work independently and interact with different levels of management, prioritize workload and competing demands for time and attention.

Preferred qualifications, capabilities, and skills:

• Experience with multi-family (especially affordable/LIHTC) properties
• Have familiarity Python

About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.