Originations Analyst jobs in United States
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National Equity Fund, Inc. · 13 hours ago

Originations Analyst

positionChicago, IL
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

National Equity Fund, Inc. (NEF) is a leading non-profit syndicator of low-income housing tax credits (LIHTC), seeking an Originations Analyst to support new business initiatives in affordable housing. The role involves evaluating investment feasibility, preparing financial projections, and assisting in maintaining relationships with developers and stakeholders.

ConsultingFinancial ServicesProperty ManagementReal Estate Investment

Responsibilities

Assist originators in evaluating prospective equity investments. Must be able to analyze project financing, development budget, construction schedule, operating expenses, debt service, market comparability, and developer capacity
Utilize and become highly proficient in NEF’s proprietary financial underwriting model
Prepare initial drafts of engagement letters and commitment letters as well as letters to support low-income housing tax credit applications or relevant funding applications
Assist Originators in maintaining relationships with developers and stakeholders through excellent customer service and utmost professionalism
Travel with Originators to assist at regional conferences, groundbreaking ceremonies, grand openings, and client marketing dinners
Gain a thorough understanding of tax laws related to the LIHTC, Historic Credits, and other state credits in the designated region. Become proficient in understanding secondary financing, including CDBG, HOME, AHP, and other local funds. Develop and maintain extensive knowledge about real estate underwriting and IRS Section 42 requirements
Maintain NEF’s proprietary database for projects as requested by Originators
As an affiliate of the Local Initiatives Support Corporation, the NEF originations analyst must effectively support the originator and VP-Regional Manager as they manage the LISC stakeholder relationships in the designated region
Other duties and special projects as assigned

Qualification

Financial underwritingReal estate underwritingAnalytical skillsMicrosoft ExcelAffordable housing knowledgeCustomer serviceCommunication skillsProject management

Required

Bachelor's degree in business, economics, urban planning, or finance
At least one year of experience in underwriting and structuring real estate projects
Ability to multi-task and effectively manage numerous projects at the same time
Ability to work independently with limited direction
Strong analytical skills and proficiency in Microsoft Office applications, including most importantly Excel but also Word etc
Strong communication skills, both verbal and written

Preferred

Master's degree a plus
Prior experience with affordable housing loans or investments and knowledge of state and local funding programs a plus

Benefits

Comprehensive benefits package

Company

National Equity Fund, Inc.

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National Equity Fund, Inc.
dateFounded in 1987
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
https://www.nationalequityfund.org/

Funding

Current Stage
Growth Stage

Leadership Team

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Matthew Reilein
President and CEO
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Recent News

PR Newswire
NeighborWorks Capital and National Equity Fund Close on Inaugural LIHTC Equity Fund to Empower Non-Profit Organizations
2025-12-10
Business Wire
BRIDGE Housing Bond Issue Exceeds Expectations, Raising $175 Million to Accelerate Development and Acquisition of Affordable Housing
2025-10-24
PR Newswire
ABRDN JAPAN EQUITY FUND, INC. (JEQ) ANNOUNCES EXPIRATION AND PRELIMINARY RESULTS OF CASH TENDER OFFER
2025-09-04
Company data provided by crunchbase