Modeling Manager

Description

• Conduct initial credit review of projections for new project bids, ensuring accurate model inputs and outputs.
• Use NEF bid review system to request additional information and clarify bid details.
• Review and troubleshoot projections throughout the project lifecycle, including underwriting and investor review.
• Provide timely review and comments on projections for Investment Proposals and pre‑closing packages.
• Recommend changes to enhance yield or address structuring issues.
• Manage investor and credit requests for stress analyses for multi‑fund closings and Investment Proposal packages.
• Perform closing audits to verify projections align with technical and business terms.
• Collaborate with the Lower Tier change team to update models and track change requests.
• Manage Lower Tier change requests as assigned.
• Assist Fund Accounting and Investor Relations with modeling unique project requirements.

Requirements

• Bachelor’s degree in business, accounting, economics, mathematics, or finance; CPA or Master’s preferred.
• Minimum 4 years underwriting, real‑estate structuring, and credit analysis experience.
• Strong analytical skills and advanced Excel proficiency for complex underwriting models.
• Knowledge of tax issues affecting limited partnerships and Section 42 projects.
• Ability to multitask across numerous projects and work effectively in a team.
• Experience with credit analysis, debt structuring, and partnership modeling.

Benefits

The organization provides a competitive salary, a comprehensive benefits package, and is an equal‑opportunity employer.

Training + Development

Interview process

Visa Sponsorship

Security clearance