Financial Analyst, Syndications
BOSTON, MA Syndications
Job Type

CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With over 20 years in affordable housing, CREA has raised $11 billion - resulting in the formation of over 83,000 homes within 906 communities across the country. Thanks to the contribution of over 155 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future. We are looking to add a talented Financial Analyst to the Syndications department in CREA's Boston, MA. or Indianapolis, IN. office.

Physical Presence: In-Office | Tue – Thu; Flexible | Mon & Fri.

Open to the following CREA offices: Indianapolis, IN. or Boston, MA.

Reports to: Senior Vice President, Syndications 

Position Summary:

The Syndications Financial Analyst will play a vital role in an energetic CREA department working in the multi-family affordable housing industry. Analysts will be assigned to multiple client accounts to support the Vice President or Senior Vice President, serving as relationship managers for those accounts in evaluating, presenting, and closing partnerships for placement with CREA’s investor clients. These responsibilities are further outlined below.

Primary Responsibilities:

The primary responsibilities for this position are the preparation of investor’s financial models and presentation materials, prospect pipelines, information grids, and benefits schedules. Additional Financial Analyst responsibilities include:

  • Develop foundational understanding of LIHTC underwriting and transaction structure to support all other Primary Responsibilities
  • Prepare investor-specific charts, grids, tables outlining investment parameters and comparisons
  • Prepare and manage investor financial models and benefits schedules
  • Assist in the coordination of the third-party review process for properties in multi-investor funds and other investor outlets as needed.
  • Assist in the preparation of and updates to sales materials for fund offerings.
  • Assist with due diligence reviews for investors
  • Update and monitor deal pipelines for assigned accounts
  • Assist in closings at upper tier partnership level, including closing documentation preparation & post-closing follow-ups
  • Prepare and organize deal pitch materials for investor meetings
  • Prepare and organize materials for sales meetings as needed
  • Respond to ad hoc requests from investors and team members
  • Assist other team members in their responsibilities 
  • Other duties as assigned by the Executive Vice President, Managing Directors, Senior Vice Presidents and managers. 

This position requires a bachelor’s degree in real estate, finance, economics, or a related business major from an accredited college or university. A minimum of 0-2 years of professional-level work experience, preferably in multi-family real estate, investment analysis, underwriting, or finance, is required. Up to 10% travel occurs annually. The candidate must be highly motivated, proactive, and possess superb time management skills and attention to detail. 

Core Competencies:

  • A high standard and expectation for attention to detail
  • Excellent written and oral communication skills to express complex issues or solutions
  • Above average proficiency with Microsoft Office products and collaboration tools
  • Possess enthusiasm and initiative to succeed with minimal supervision
  • Ability to work on multiple projects while diligently managing competing deadlines
  • Exhibit professionalism, high ethics, and a team philosophy in one’s work

Our Values: 

  • We work as a family, investing in each other, worthy causes, and the communities we serve. 
  • We have integrity in all that we do; we embrace differences and treat others with kindness and respect. 
  • We believe that, with teamwork, we can accomplish anything and pursue inventive solutions for our clients.