Analyst (Capital Markets)

Location: Columbus, OH

Reports to: VP, Capital Markets

About the Employer

OCCH is an independent, mission-driven nonprofit corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $7 billion in private capital and invested in over 66,000 units of affordable housing in over 1,100 developments. The organization's mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership.

Role Summary

The Capital Markets Analyst will support the Capital Markets team and report directly to the Vice President of Capital Markets. This role serves as a key liaison between the firm and its investor partners, supporting investor relations efforts through the preparation of accurate, timely, and professional due diligence materials during both pre-closing and post-closing phases. The Analyst will be responsible for completing financial analyses, investor reporting, and ad hoc requests at the direction of the Vice President, coordinating the collection, validation, and communication of information across internal departments including Risk Management/Underwriting, Asset Management, Development, and Finance.

What You'll Do

Relationship Management

Cultivate, foster, and maintain longstanding relationships with Investor Partners and work collaboratively to achieve common goals
Manage assigned investor relationships and represent assigned investor perspectives and priorities within OCCH
Develop deep knowledge of investors' goals, strategies, underwriting guidelines, and bank investors' Community Reinvestment Act investment objectives
Coordinate with Managers on identification of product for specific investors and track investor-specific proprietary deal pipelines
Organize and assist in leading regular (weekly or monthly) investor conference calls with Managers and originations staff, focusing on new business opportunities and project pipeline updates
Identify opportunities for OCFC to deploy its products in support of OCCH's mission
Assist in preparing presentations and due diligence packages, participate in meetings, conferences and calls, and coordinate events for partners including conferences, speaking engagements and additional projects

Pre-Closing Duties

Present approved project summaries and preview deals to obtain preliminary investor approval
Assist in meeting investor due diligence requests, including any required third-party reviews and other elements required to deliver and close new proprietary investments
Support multi-fund activities including fulfilling due diligence requests and completing investor spreadsheets
Ensure final documentation correctly reflects deal facts, OCCH's analysis, and conditions for approvals
Coordinate with Legal to maintain documentation for proprietary investment closings

Post-Closing Duties

Track investor approvals and requests for changes
Assist in processing consents and requests for modifications or waivers for projects in proprietary funds
Update database for closed deals and Funds
Compile monthly, quarterly, and annual reports from Fund Management to Investors

Industry Consultation

Develop knowledge of real estate market dynamics, competition, policy development and LIHTC industry trends
Represent OCCH by attending industry events

Required Qualifications

Bachelor's degree in Business, Real Estate, Finance, Urban Planning, or related field
Strong problem-solving skills using rigorous logic and methods to solve difficult problems
Excellent communication skills, both verbal and written, with ability to convey messages clearly to a variety of audiences
Demonstrated professionalism, diplomacy, composure, flexibility and ability to adapt to various situations
Strong client focus, business development, and relationship management skills
Negotiation skills with ability to articulate goals and achieve win-win solutions
Ability to prioritize multiple tasks and projects successfully and deliver outputs within timeframes
Proven ability to effectively manage multiple projects simultaneously
Ability to perform tasks and achieve results independently and collaboratively as part of a team while consistently meeting deadlines
Detail-oriented with demonstrated ability to work productively and accurately in a fast-paced environment with multiple projects and stringent deadlines
Ability to work well in groups and take ownership of tasks
Willingness to travel when necessary and ability to work evening and weekend hours during peak periods

Preferred Qualifications

3 years of direct experience in affordable multifamily housing
Prior experience with low-income housing tax credit projects
Open to change with ability to analyze both successes and failures for clues to improvement
Collaborative and flexible style with strong service focus
High degree of intellectual curiosity

Additional Information

OCCH's core values of Collaboration & Communication, Respect, Expertise, Accountability, Trust, Innovation, Inclusion & Growth guide organizational behaviors. Ideal candidates will be passionate about OCCH's mission and exhibit these core values with a commitment to continuous improvement and growth.

Equal Opportunity Statement

OCCH is an equal opportunity employer and prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.

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