Senior Associate, Business Development & Strategy Analyst

Purpose and Job Summary:

Boston Financial provides creative capital solutions for affordable housing developers and gives institutional investors an opportunity to achieve solid risk-adjusted returns while creating meaningful social impact. We manage the largest syndicated Low Income Housing Tax Credits (“LIHTC”) portfolio in the country, comprised of over $16 billion in equity under management and almost 1,900 properties. We have built our business on the strength of our relationships, and today we are a national leader in affordable housing capital solutions and manage the largest affordable housing portfolio in the country.

Boston Financial (BF) is seeking an Senior Associate, Business Development & Strategy Analyst to assist with the development, execution and integration of prospective transactions, and to assist in the implementation of strategic planning initiatives. The finance professional will be an integral part of the team, responsible for a wide variety of activities and analysis related to corporate development.

Essential Duties and Responsibilities:

•  Assist with a variety of projects including evaluation of potential investment opportunities and other ad hoc or strategic initiatives
• Conduct due diligence, underwriting, structuring, closing and integration of new investments
• Assist in creation of financial models and communicate key variables and risks with the team
• Research and analyze prospective investments, developing various quantitative valuation analyses
• Prepare internal investment approval memoranda and presentations
• Assist in the development and execution of target integration, acting as a liaison to various internal departments
• Support the due diligence and underwriting efforts 
• Deliver on special business strategy projects as directed by BF’s CEO and Senior Management
• Perform ad/hoc analysis: know where to get data to drive insights
• Other projects and duties as assigned
• Work professionally and harmoniously with team and coworkers

Contacts

This position has frequent contact with all levels of employees, management, and clients. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
 

Education, Skills and Experience:

• Strong verbal and written communication skills, fostering a collegial and collaborative working environment
• Ability to learn quickly and work independently or as part of a high-performing team
• Self-starter, executes with a sense of urgency and delivers high quality results within compressed timelines
• Thrives in a dynamic, evolving environment with strong problem-solving abilities
• Basic understanding of accounting systems, principles, practices, and procedures
• Ability to grasp complex transactions with a desire to continuously learn new processes
• Strong business judgment and decision-making skills
• Professional demeanor with excellent organizational, presentation, and interpersonal skills

Required:

• Bachelor’s degree from an accredited four-year university in finance, accounting, or a related field
• 3-4 years of professional financial/accounting experience
• Strong financial modeling, analytical, and accounting skills, with high proficiency in Microsoft Excel, Word, and PowerPoint
• Solid financial acumen and a working knowledge of financial statements, metrics, and KPIs
• Flexibility and ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments simultaneously
• Ability to create and develop complex financial models and summarize information for executive communication
• Excellent organizational, communication, presentation, and interpersonal skills
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.