Acquisition Analyst I – Analytics
Raymond James Financial, Inc.
**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
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