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Job Description Summary

Manage client assets, prepare risk analyses, and generate financial reports. Monitor asset performance, develop strategies to increase ROI and minimize risk, research market trends, and collaborate with the asset management team, analysts, and senior executives.

Job Description

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through experience and

education to conduct deal analysis and due diligence on low income tax credit housing projects for

Raymond James Tax Credit Funds (RJAHI). Limited guidance is provided to perform varied work that is

somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately

complex decisions, process information in a timely manner, and operate within a team environment.

Essential Duties and Responsibilities

• Reviews standard real estate documentation for consistency with RJAHI's requirements and property

specific investment criteria.

• Reviews and updates financial projections to reflect actual property performance.

• Reviews property financial statements, tax returns, cost certifications and low income housing tax

credit (LIHTC) specific documentation.

• Reviews legal documents/memorandums and performs other “due diligence” procedures in

connection with the property.

• Reviews, approves, and processes requests for capital contributions to property specific partnerships.

In certain circumstances, may approve certain requested without direction or approval from

management.

• May also conduct ESA reviews, audit financial projects, maintain master financial projects, and

conduct property acquisition analysis.

• Performs other advanced duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Company’s working structure, policies, mission, and strategies.

• Fundamental concepts, principles and practices of LIHTC.

• Fundamental concepts, principles and practices of the real estate industry.

• Principles of banking and finance industry operations.

Skill in

• Reviewing standard real estate documentation including financial projections, loan documents, various

legal memorandums, draw requests, rent rolls, property financial statements, and certificates of

occupancy/building permits.

• Reading and understanding real estate and LIHTC specific documentation.

• Real estate financial projections.

• Operating standard office equipment and using required software application to produce

correspondence, reports, electronic communication, and spreadsheets.

Ability to

• Communicate effectively both oral and written.

• With limited to no guidance, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.

• Provide accurate and high quality work product in a timely manner.

• Proactively demonstrate readiness and ability to initiate action.

• Compile data from multiple sources, review, and accurately input into various spreadsheets and

database.

• With limited to no guidance, work independently as well as collaboratively within a positive team environment.

• With limited to no guidance, identify required tasks, develop timelines and execute.

• Project a positive, professional image both internal and with external business contacts.

• Convey information clearly and effectively through both formal and informal documents.

• Identify relationships, draw logical conclusions and interpret results for use in decision making.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree (B.A.) in business, finance, accounting or related field and a minimum of three (3) to

five (5) years of real estate experience.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• Housing Credit Certified Professional (HCCP) designation

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Housing Credit Certified Professional (HCCP) - National Association of Home Builders (NAHB), Other Certification Not Listed - Other

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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