Investment Analyst

Company: Local Initiatives Support Corporation

Location: , Remote

Job Function: Investment


Background

What We Do

With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.

 Strategies We Pursue

  • Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
  • Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
  • Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places.
  • Develop leadership and the capacity of partners to advance our work together.
  • Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being.

Over the last 42 years, LISC and its affiliates have invested approximately $24 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 38 markets with offices and partner networks serving all states and Puerto Rico. Visit us at www.lisc.org.

LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMMITTED TO DIVERSITY, EQUITY, INCLUSION, AND JUSTICE

Summary

LISC is seeking a qualified candidate for an Investment Analyst at the Assistant Program Officer level. This position will be part of LISC’s Finance Department and will report to LISC’s Director of Innovative Investments. The Analyst will be responsible for supporting a diverse project financing portfolio of over $50MM.  Position will entail portfolio tracking and analysis, transaction due diligence, financial & impact reporting, various asset management duties, and related tasks.

Responsibilities

Approvals and Review

  • Support transaction intake and review to include financial analysis, due diligence checklist, and related materials
  • Work closely with the Director of Innovative Investments and other relevant departments to prepare and process legal and other required documentation to close, amend, and restructure transactions
  • Ensure compliance with all regulations, policies, procedures and process documentation

 Fund Reporting and Performance

  • Extract and analyze large data sets; leverage data to monitor portfolio performance, deployment targets, amendments, reserves and trends
  • Prepare reports, charts and PowerPoint presentations
  • Maintain workout and write-off projections spreadsheets and trackers

Loan Administration

  • Ensure the quality of investment-related data in the LISC loan administration system
  • Liaise with Loan Administration and Program staff; responsible for ensuring servicing issues are resolved
  • Track key performance indicators related to portfolio condition and program impact
  • Participate in process improvements, evaluation projects and new product rollouts

Communications & Training

  • Provide helpdesk assistance to LISC program offices regarding processes, transaction submissions and data entry
  • Manage knowledge transfer and information repositories to include forms, templates and manuals
  • Coordinate related committee meetings and distribute documentation to appropriate departments
  • Support the development and preparation of related LISC trainings and webinars

Assume other related responsibilities as required.

Requirements

Qualifications

Applicants should have the following qualifications:

  • Bachelor’s degree from an accredited college or university is preferred, however relevant work experience may be considered a proxy..
  • Minimum 2 years of professional experience in lending and underwriting support.
  • Strong data analysis skills, including creating pivot tables, charts, graphs, and performing data validation.
  • Strong financial skills including financial statement analysis.
  • Strong written and oral communication skills and excellent attention to detail.
  • Proficient in Microsoft Office Suite, Adobe and Salesforce.
  • Excellent interpersonal skills and ability to work effectively across the LISC network of local and national programs and affiliates.
  • Good organizational abilities, including ability to work independently and to manage multiple assignments simultaneously.
  • Commitment to diversity, equity, and inclusion.

Compensation and Benefits

LISC provides a competitive salary and benefits for this position.

How to Apply

Please submit resume via Greenhouse Job Application for Investment Analyst at Local Initiatives Support Corporation (greenhouse.io)