Portfolio Analyst

The primary responsibility is the asset management and operations oversight of a newly acquired LIHTC (Low-Income Housing Tax Credit) affordable housing portfolio. The secondary responsibility includes providing analytical support across TruAmerica’s broader portfolio, including refinancing and disposition activities.

• Analyze and track financial performance, business plan execution, and regulatory compliance across the LIHTC portfolio.
• Develop, maintain, and refine property cash flow models, valuation tools, and portfolio performance reports with a focus on the affordable portfolio.
• Asist with analysis of property sectors, and real estate & economic trends. Research and understand federal, state, and local affordable housing policies that impact the portfolio.
• Perform ad hoc analysis and support special projects and initiatives as assigned.
• Track and forecast capital projects and ensure cost-effective execution in line with the business plan.
• Utilizing best judgement to meet targets and work under pressure.
• Monitor operating performance using internal Business Intelligence platforms and third-party affordable housing compliance tools.
• Run hold/sell analyses and assist the Asset Manager and Portfolio Management Team with dispositions.
• Manage the quarterly affordable portfolio valuations process in coordination with third-party consultants.
• Prepare financial reporting packages and presentation materials for senior management and investors on monthly, quarterly and/or annual basis.

• Ability to communicate verbally and in writing.
• 4-7 years of relevant real estate experience, with exposure to affordable housing or LIHTC.,
• A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company’s brand and image.
• Ability to sit for up to 10 hours per day.
• Bachelor’s degree in Business, Finance, Real Estate, or related field. Graduate coursework a plus.
• Highly organized self-starter with ability to take direction and follow-through.
• Strong multi-tasking skills and extreme attention to detail.
• Excellent communication skills: verbal, written, and interpersonal.
• Advanced knowledge or Excel, PowerPoint, and Word.
• Ability to move freely around the office for up to 10 hours per day.
• Previous exposure in real estate analytics and business intelligence platforms preferred but not required.
• Ability to travel throughout California, Houston, Austin, and Dallas (~2-3 times per year)
• Ability to apply best practices to facilitate successful completion of projects.

The base salary range for the role is $100,000 - $125,000. Plus discretionary bonus

Compensation Range