Job Information
Raymond James Financial, Inc. Acquisition Analyst I – Analytics in Saint Petersburg, Florida
Essential Duties and Responsibilities:
Maintains financial models projecting the operating performance and net after-tax benefits of multi-family real-estate investments.
Audits financial models prepared by others to ensure projections are accurate and consistent with current tax legislation and RJAHI’s investment guidelines.
Analyzes variances between our models and actual operating performance observed at the properties.
Prepares benefit projections to fulfill reporting requirements to investors in existing funds and to assist in the marketing of new funds to prospective investors.
Prepares reporting and analysis to assist in responding to investor due diligence requests.
Performs other duties and responsibilities as assigned.
Knowledge of:
Company's working structure, policies, mission, and strategies.
General accounting principals.
Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).
Fundamental concepts, principles and practices of the real estate industry.
Principles of banking and finance industry operations.
Skills in:
Advanced skills in Microsoft Excel and a strong interest in the use of complex project finance models.
Reading and understanding tax returns, financial statements, operating and cost budgets, and LIHTC specific documentation.
Communicating effectively orally and in writing.
Preparing and interpreting real estate financial projections and reporting.
Utilizing database and document management software to gather varied and complex information.
Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
Work independently as well as collaboratively within a team environment.
Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.
Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making.
Provide accurate and high quality work product in a timely manner.
Convey information clearly and effectively through both formal and informal documents.
Gather data from multiple sources, review, and accurately input data into various spreadsheets and databases.
With some guidance/supervision, identify required tasks, develop timelines and execute.
Demonstrate sensitivity to customer needs (both internal and external) and proactively address customer needs.
Project a positive, professional image with both internal and external business contacts.
Assume full responsibility and accountability for own actions.
Demonstrate uncompromising adherence to ethical principles.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in finance, accounting or related field
or
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
None Required.
Travel Required:
No