Senior Real Estate Financial Analyst

At CohnReznick, we are looking for forward thinking, driven, enthusiastic individuals looking to take the next step in their career. Recognized as a top public accounting and advisory firm, CohnReznick offers a unique culture in a collaborative atmosphere. We commit to team building and knowledge sharing, empowering our employees with the tools and resources to think differently and become the best people in our profession. As a member of our firm, your success is our success.

We have an immediate need for a Senior Associate within our Project Finance and Consulting Group. This role will be based in Boston and play an instrumental and supportive role to the management team.

JOB SUMMARY

Provides consulting services to clients in real estate focusing on tax-advantaged investments, primarily, Low Income Housing and Historic Rehabilitation Credit investments. Core client base includes syndicators, institutional investors and other participants in real estate projects, which provides the Senior Associate with the industry’s best-in-class and most comprehensive on the job training/industry experience.

Principle Duties and Responsibilities

• Investment due diligence to help institutional investors make informed decisions on acquiring and managing tax-advantaged investments. Other transactional or consulting services, such as conducting research on the affordable housing market trends, working with clients to construct and deploy strategies around satisfying community development objectives, and providing modelling, deal transaction and due diligence support.
  • A substantial amount of the work will relate to conducting comprehensive assessments of multifamily development transactions specified for placement in fund investments using underwriting packages and closing documentation. Assessments require generation of high-quality due diligence reports that accurately analyze investment risks relative to real estate markets, development teams, underwriting guidance, and tax and regulatory policies for the benefit of investors.
  • The Senior Associate will actively participate in organizational assessments of private, public and non-profit tax credit syndication companies/fund managers. Assessments include, but are not limited to assessing underwriting guidelines, asset management policies and procedures, and the historical performance of tax credit portfolios under management.
• Regular client interaction and project management.

MINIMUM JOB REQUIREMENTS

Knowledge/Skills/Abilities:

1. Demonstrated critical thinking and analytical skills
2. Demonstrated proficiency with Microsoft Excel. Access, VBA or SQL a plus.
3. High degree of familiarity with the affordable housing tax credit industry
4. Sophisticated knowledge of real estate underwriting and partnership tax concepts
5. Strong communication skills, with proven ability to coherently express complex concepts, both verbally and in writing
6. Detail oriented and deadline driven
7. Self-motivated with the ability to prioritize and multi-task in an environment of multiple responsibilities

Education: Bachelor’s Degree in accounting, business administration, finance, economics or related fields.

Experience

• A minimum of three years of experience, preferably within affordable housing.

Core Competencies

Fundamental

• Ability to deal with abstract concepts and exhibit strong analytical and problem solving skills
• Demonstrates effective speaking, writing, presentation and listening skills with the ability to communicate well with audiences at various levels
• Ability to work independently, but uses sound judgment when there is a need to seek assistance or escalate matters
• Performs effectively as a team member and fosters a team environment
• Sets high standards for self and has a positive impact on others

Functional

• Creates/maintains work products in professional and organized manner, consistent with Firm's standards; demonstrates the ability to handle complex assignments
• Demonstrates strong attention to detail, performs quality work, and communicates professionally
• Completes tasks proactively and effectively, seeks responsibility and ensures a high-quality work product
• Adheres to Firm's guidelines; offers ideas to improve processes and efficiencies

Personal and Professional Development

• Displays drive and purpose; acts proactively with others
• Demonstrates self-development, is receptive to feedback, takes initiative and exhibits follow-through on all assignments
• Accepts challenges and is willing to take on new responsibilities; applies experience to new situations quickly
• Has a commitment to technical excellence and passion for continuous learning and knowledge sharing
• Adaptable to and embraces change to advance our practice in support of our clients

** CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.  For more information, please see Equal Employment Opportunity Posters
Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities
Employment is subject to verification of pre-screening tests, which may include background check and credit check

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

** CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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