Advantage Capital Management
Analyst- LIHTC
18 days ago
About the Job
WHO WE ARE
We firmly believe that capital has the ability to transform communities for the better. As an impact investor, Advantage’s mission is to bring businesses, resources and jobs to communities that have historically lacked access to investment capital, while also generating competitive returns for our investors, proving that conscious capitalism is possible. Since 1992, Advantage Capital has invested more than $3.8 billion in over 900 companies and projects, spanning a diverse array of industry sectors. We’ve built a sterling track record of public-private partnerships with state and federal governments and private institutional investors, directly creating tens of thousands of jobs, thousands of units of housing, and millions of kwh of clean, renewable energy in underserved communities and industries.
Let us invest in a better future together.
OUR CULTURE
Our people love what we do. We fundamentally believe that capital can change lives and we go to great lengths to give our firm the opportunity to reach the hardest hit communities in the U.S. with much needed investment. For anyone considering joining our entrepreneurial high-performing firm, know that we value: a growth mindset (never fixed), a fast but enduring work pace (rarely slow), the ability to work autonomously (no micromanaging), getting things done (talk is cheap), an all-hands-on-deck culture (a true team), a love of hard-to-solve problems (that others won’t attempt), and the character to do the right thing (always).
ROLE OVERVIEW
The primary objective of the Analyst - LIHTC is to develop data systems and automations, and support analytics and research insights that drive stakeholder success. Specifically, the position will assist our Syndication team.
CORE RESPONSIBILITIES
- Provides evaluative and operational support in the acquisition and management of potential and existing federal and state LIHTC equity investments.
- Works with the business development, underwriting, and asset management sub-teams to assist in drafting documents and performing analysis for investment memoranda, creating financial models which inform committee decisions, and developing reporting tools to facilitate efficient daily operations.
- Responsible for generating ad hoc analysis as required by senior team members.
- Supports initial evaluation of potential equity investments in LIHTC properties.
- Prepares financial models needed for presentations to investment committee.
- Leads preparation of various internal investment and fund data reports for senior Syndication Team members.
- Learns the program structures of Federal and various State LIHTC programs.
QUALIFICATIONS
- Proficiency in Microsoft Office
- Commercial real estate underwriting and risk assessment
- Financial analysis and modeling
- Internal and external communication
EDUCATION AND EXPERIENCE
- Bachelor’s degree in related field
JUST SOME OF THE PERKS AT ADVANTAGE CAPITAL
- Competitive medical, dental and vision insurance
- Firm-wide retreats
- Service awards
- Company swag
- Holiday parties
- Gym membership
- Employee assistance program (EAP)
- 401(k) with company match
- Employee stock program
- Training & development opportunities
- Paid personal & vacation time
- Paid parental leave
- Community service opportunities
- Paid parking
- Life insurance, disability, and long-term care
- HRA and HSA with annual company deposit
#LI-ONSITE
WHO WE ARE
We firmly believe that capital has the ability to transform communities for the better. As an impact investor, Advantage’s mission is to bring businesses, resources and jobs to communities that have historically lacked access to investment capital, while also generating competitive returns for our investors, proving that conscious capitalism is possible. Since 1992, Advantage Capital has invested more than $3.8 billion in over 900 companies and projects, spanning a diverse array of industry sectors. We’ve built a sterling track record of public-private partnerships with state and federal governments and private institutional investors, directly creating tens of thousands of jobs, thousands of units of housing, and millions of kwh of clean, renewable energy in underserved communities and industries.
Let us invest in a better future together.
OUR CULTURE
Our people love what we do. We fundamentally believe that capital can change lives and we go to great lengths to give our firm the opportunity to reach the hardest hit communities in the U.S. with much needed investment. For anyone considering joining our entrepreneurial high-performing firm, know that we value: a growth mindset (never fixed), a fast but enduring work pace (rarely slow), the ability to work autonomously (no micromanaging), getting things done (talk is cheap), an all-hands-on-deck culture (a true team), a love of hard-to-solve problems (that others won’t attempt), and the character to do the right thing (always).
ROLE OVERVIEW
The primary objective of the Analyst - LIHTC is to develop data systems and automations, and support analytics and research insights that drive stakeholder success. Specifically, the position will assist our Syndication team.
CORE RESPONSIBILITIES
- Provides evaluative and operational support in the acquisition and management of potential and existing federal and state LIHTC equity investments.
- Works with the business development, underwriting, and asset management sub-teams to assist in drafting documents and performing analysis for investment memoranda, creating financial models which inform committee decisions, and developing reporting tools to facilitate efficient daily operations.
- Responsible for generating ad hoc analysis as required by senior team members.
- Supports initial evaluation of potential equity investments in LIHTC properties.
- Prepares financial models needed for presentations to investment committee.
- Leads preparation of various internal investment and fund data reports for senior Syndication Team members.
- Learns the program structures of Federal and various State LIHTC programs.
QUALIFICATIONS
- Proficiency in Microsoft Office
- Commercial real estate underwriting and risk assessment
- Financial analysis and modeling
- Internal and external communication
EDUCATION AND EXPERIENCE
- Bachelor’s degree in related field
JUST SOME OF THE PERKS AT ADVANTAGE CAPITAL
- Competitive medical, dental and vision insurance
- Firm-wide retreats
- Service awards
- Company swag
- Holiday parties
- Gym membership
- Employee assistance program (EAP)
- 401(k) with company match
- Employee stock program
- Training & development opportunities
- Paid personal & vacation time
- Paid parental leave
- Community service opportunities
- Paid parking
- Life insurance, disability, and long-term care
- HRA and HSA with annual company deposit
#LI-ONSITE
About the Company

Advantage Capital Management
<p>Advantage Capital is an impact investment firm with an emphasis on driving capital to underserved areas – often in partnership with the public sector. We invest with intention in job-generating small businesses – along with affordable housing developments and renewable energy solutions – to grow economies and communities. The thematic thread and intended outcome are positive impact in overlooked areas. And we ensure that positive impact is accompanied by positive returns. </p> <p>As an industry-leading impact investment firm with more than 30 years of experience, we are purposeful in driving true growth for individuals, communities, and society.</p> <p>We never seek the path of least resistance. We blaze new trails to provide an advantage for entrepreneurs, policymakers, and the investment community. It is our responsibility to take on the hardest challenges with grit and tenacity to provide catalytic capital that empowers growth for those who need it and are ready to seize it.</p>
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