Senior Financial Analyst
NATIONAL EQUITY FUND, INC. is a leading non-profit syndicator of Low-Income Housing Tax Credits (LIHTC) with a
mission to create and deliver innovative, collaborative financial solutions to expand the creation and preservation
of affordable housing. We strive to be a diverse, equitable, and inclusive place to work so that our team has the
experience and knowledge to effectively support our partners and communities.
OVERVIEW
The Senior Financial Analyst will conduct comprehensive financial reviews of
project partnership sponsors and guarantors to assess their creditworthiness and
ability to meet financial commitments, including guarantees. Present findings and
recommendations to Management and the Investment Review Committee,
ensuring informed decision-making.
ESSENTIAL DUTIES
Follow NEF’s Sponsor Financial Analysis Policies and Procedures to ensure all work meets established
financial review standards and delivers high-quality outcomes.
Analyze sponsor organizations' and guarantors' financial statements, including schedules of real estate
owned, commitments, contingencies, budgets, and forecasts. Ensure thorough assessment of all relevant
financial data.
Communicate professionally with sponsors and guarantors to clarify financial diligence items, address
inquiries, and resolve any issues that arise during the financial review process.
Prepare comprehensive narratives documenting the financial analysis, identifying potential concerns, and
drawing conclusions about the financial health of sponsors and guarantors for inclusion in investment
proposals and internal communications.
Present findings and respond to questions related to sponsor and guarantor reviews during internal
meetings, including the Investment Review Committee, providing insights on the financial conclusions
drawn.
Keep the VP regularly informed about the status of ongoing financial reviews, discussing any delays,
challenges, or issues that may affect the process.
Identify inefficiencies in the financial review process and propose solutions to enhance team performance
and streamline workflows.
Support the team by conducting various financial analyses and participating in special projects as needed
THE IDEAL CANDIDATE
Bachelor’s degree in finance, accounting, or a related field; at least 2 years of experience in financial
analysis, real estate accounting, or a similar financial discipline. Experience in public accounting is an
advantage.
Highly organized with exceptional attention to detail, ensuring accuracy in financial reviews and reporting.
Demonstrated ability to collaborate effectively with cross-functional teams to achieve shared business goals.
Strong interpersonal skills with the ability to build and maintain productive working relationships with
colleagues, supervisors, and external business partners.
A proactive self-starter with a strong track record of delivering accurate, high-quality work on time.
Capable of managing multiple tasks independently and prioritizing workloads to meet tight deadlines.
Ability to thrive in a dynamic, evolving work environment, contributing positively to team-oriented projects
and initiatives.
ABOUT NATIONAL EQUITY FUND
National Equity Fund, Inc. (NEF) is a leading non-profit, multi-family, affordable, real estate investment manager
with a mission to create and deliver innovative, collaborative financial solutions to expand the creation and
preservation of affordable housing. Through its Low-Income Housing Tax Credit (LIHTC) syndication platform and
its lending and investing platforms, NEF generates opportunities rooted in its vision that all individuals and
families across the country have access to stable, safe, and affordable homes. Since being founded in 1987, NEF
has invested over $24.5 billion, representing 242,500 new or preserved affordable homes for individuals,
families, and communities in need across the country. NEF is Chicago-based and has donated more than $240
million in grants to support its affiliate LISC's nationwide community development work. To learn more about
NEF's impact, innovative financial solutions, and opportunities, visit www.nefinc.org.
We offer a competitive salary, along with a comprehensive benefits package.
NEF IS AN EQUAL-OPPORTUNITY EMPLOYER