Community Investments Senior Analyst, LIHTC A

VISION STATEMENT: People in every community have an affordable place to live and opportunities to thrive.

• Analyze and make recommendations on prospective investment opportunities with moderate oversight including preliminary LIHTC project feasibility, market risks, community impacts/benefits, developer/sponsor strength, structural challenges, and financial return.
• Provide support to LIHTC Acquisitions staff in the pre-closing due diligence, financial modeling, and underwriting of LIHTC investments to:
  • Collect, review, and research information and data presented in developer proformas and tax credit applications, appraisals, market studies, environmental reports, financial statements, and other information as needed. 
  • Identify key issues, trends, risks, community impacts, and conformance with underwriting standards, market trends, and portfolio or industry benchmarks. 
  • Propose or implement mitigating adjustments as necessary.
  • Review financing and regulatory documents in collaboration with Senior Community Investment Officers and Director LIHTC Acquisitions.
• Work with the Director of LIHTC Acquisitions and Community Investment Officers to structure transactions and seek opportunities to improve projects by bringing a problem-solving attitude to the work.
• Work with the Community Investment Officers as well as Capital Management, Asset Management and other staff to prepare investment proposals for internal and committee review; attend investment committee meetings; firm offers, letters of intent; and legal intake packages.
• Work with staff within and across departments to maintain and update project related information in the Evernorth database and pipeline. 
• Lead matrixes, proformas, spreadsheets, and reports as needed for underwriting, Capital and Asset Management, and investors.
• Provide technical expertise to support, maintain, and update proforma template.
• Participate in ongoing education, including financial modeling, LIHTC, and other areas relevant to Evernorth’s business.
• The position may have travel within New England and to national events.  It may be necessary to attend events outside of traditional office hours.

• Maintain high standards of confidentiality and professionalism. 
• Uphold corporate principals of respect, service, value, and partnership. 
• Advise on program goals, capacity, planning, and processes with Senior staff.
• Carry out other duties as assigned

• Bachelor’s degree, with a graduate degree a plus.
• Training in affordable housing, project management, community development, real estate, finance or related discipline is strongly desired.
• Valid driver’s license.
• Criminal background check.

• Three to five years of experience in multi-family, affordable housing, community development, economic development, or real estate financing fields.
• Knowledge or interest in affordable housing, community development, construction finance, real estate, business lending, LIHTC, or other federal financing programs is preferred.
• Experience with complex financial modeling and proven problem-solving skills.
• Ability to work semi-independently with minimal oversight.
• Experience managing internal and external customer relationships.

• Eager to expand knowledge in affordable housing and community development within a mission-driven nonprofit organization.
• Financial modeling, project management and follow-through, analytical and critical thinking, high-level organizational skills with attention to detail 
• Proficient in Microsoft Office 365 and SharePoint, with expertise in Word, Teams, Outlook, and advanced Excel.
• Strong written and verbal communication, active listening, and reading comprehension skills.
• Ability to collaborate effectively across diverse teams and locations.
• Skilled in managing tasks under time constraints and balancing multiple priorities and deadlines while maintaining attention to detail.
• Strong organizational, analytical, problem-solving, math, and financial analysis skills.
• Ability to prioritize effectively in a dynamic, fast-paced environment.
• Focused, flexible, and able to work independently or collaboratively on common tasks.
• Commitment to Evernorth’s mission and community impact.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
• The noise level in the office work environment is usually quiet.
• This position requires periods of sitting, standing, walking, stooping, and bending.
• Ability to reach hands and arms and talk and hear.
• Specific vision abilities required by this job include close, distance and peripheral vision, depth perception, and ability to adjust focus.
• This position requires substantial typing, reading, and writing emails, and other related computer work.
• The employee is regularly required to use hands and fingers.
• May require driving to meeting and offsite locations in personal cars.
• May require lifting to 20 pounds.