Financial Analyst

Financial Analyst- Real Estate
 

Key things that you want to know about this role:
Job Level: Entry-level experience with a BS in a Business-Related field
Job Location: In office - Corporate HQ - West Chester, OH
Position Type: Full-Time
Salary Range: $40,000 - $50,000 Salary/year plus you may be eligible for incentive/bonus
 

About Us: Pivotal, ranked in the Top 50 Affordable Housing Developers in 2017-2025, is an industry leader revolutionizing the housing market – one community at a time. An integrated real estate company specializing in the development and operations of multi-family housing, Pivotal strives to provide exceptional service to enhance the lives of our residents.

We are able to provide high quality properties and customer service because of the commitment to excellence by all of our outstanding team members. If you hold yourself to a high set of standards, embrace a positive service-minded demeanor, enjoy working through shifting priorities, and want to join a fulfilling environment with growth opportunity, Pivotal has an outstanding position for you.

POSITION OVERVIEW:
Primary responsibility is to support the production and development activities of the Development Team in the Upper Midwest Region and Texas Region by performing and providing all financial feasibility modeling, helping to strategically structure affordable housing transactions based on Qualified Allocation Plan requirements and expertise, coordinating the completion of assigned affordable housing applications, and assisting developers in the execution of assigned transactions. This is a position that requires a high level of attention to detail, multi-tasking, an ability to deal with ambiguity, an ability to work well under pressing deadlines and sometimes stressful situations, and an ability to think strategically through complex data and often conflicting requirements.  This position requires the ability to deal effectively with people at all organizational levels, both internally and externally. This is a salaried position requiring occasional work beyond 40 hours/week as required to meet deadlines.  We're hiring someone to do a job, not to show up for 40 hours a week.  You will take ownership in what you do. This is a position for you if you have an interest in real estate finance (particularly Low-Income Housing Tax Credit industry), you want to make an impact in community and you are willing to learn on the go.

POSITION DUTIES: These are the things that you are going to be responsible for and held accountable for -- of course, we can't list everything or every situation, and you may be given a task or project to complete not listed here that is necessitated by the needs of the business.

• With the Development Team, help create the annual affordable housing development strategy in assigned states (deal structures, “must have” items, etc.).
• For assigned developments, prepare all necessary financial pro-forma from initial feasibility through 8609, as necessary.
• Provide preliminary feedback to developers within 48 hours (2 calendar days) of being assigned a development.
• Complete assigned portions of all assigned affordable housing applications, including the “numbers” portion; The goal is for these portions to be error-free.
• Contribute to presentations, for all assigned developments, for all required internal meetings, and external meetings, where appropriate.
• Become acquainted with Qualified Allocation Plans (QAPs) in Texas, Illinois, Missouri and Indiana. Be an expert in at least 2 states.
• Attend and participate (as needed) in internal meetings when assigned developments are discussed.
• Meet and communicate with various non- and for-profit partner entities, in some cases, serving as a main point of contact for certain partners.
• Attend conferences, trainings, QAP public hearings and other applicable gatherings in assigned states, and where appropriate.
• Stay abreast of real estate and industry trends, legal and policy issues, etc., through active reading of various industry publications.

Full-Time Benefits: 

• Medical Coverage: Choice of two medical plans (PPO and HDHP) to fit your needs
• HSA Contributions: Company-funded contributions to your Health Savings Account (HSA) each year
• Dental, Vision & More: FSA, dental, vision, life, accident insurance, plus short- and long-term disability coverage
• Retirement Savings: 401(k) plan with company match to support your future
• Time Off: Company-paid holidays and unlimited PTO
• Yearly Bonus Opportunities –Eligible for performance-based bonuses, rewarding strong results and teamwork.
• Emotional Wellbeing: Employee Assistance Program (EAP) for you, your dependents at home, and even children away at college
• Professional Growth: Professional development assistance to support your career goals

Pivotal is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind. At Pivotal, we understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable -- and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking -- which is why we are dedicated to adding new perspectives to the team.