Senior Real Estate Analyst (Tax Credit Equity)
BerkadiaPhiladelphiaFull TimeFinance
Remotely
excelsalesforcevaluationmarket datacash flow analysispro forma valuationsloan submissions
Job Description
📋 Description
- Support Berkadia’s Affordable Tax Credit Solutions in sourcing and executing deals.
- Conduct due diligence, value affordable housing properties, size loans, and drive to closing.
- Lead cash flow analysis, cost report reviews, and pro forma valuations.
- Mentor analysts on deal tasks and coordinate with centralized resources.
- Prepare formal loan submissions and interface with external stakeholders.
- Lead deal processing from application through closing to ensure accuracy.
🎯 Requirements
- Bachelor’s degree or equivalent; 3+ years in similar role.
- Strong Excel skills; pivot tables, charts, and presentations.
- Excellent communication; able to interact across all levels.
- Experience with real estate finance, loans, and market data analysis.
- Proficiency with Salesforce and preparing loan materials.
- Ability to manage multiple priorities in a fast-paced environment.
🎁 Benefits
- Volunteer hours and donation matching.
- Employee Resource Groups and fertility/family planning support.
- Parental leave, mental health care, and tuition reimbursement.
- Insurance discounts and extensive learning opportunities.