Financial Analyst - Asset Management

                 Job Summary

As a member of Alliant Asset Management, the Financial Reporting Analyst is primarily responsible for the oversight of all reporting, both to and from Alliant Asset Management, including the preparation and review of all corporate Investor reporting.

      Job Responsibilities

• Analyze, adjust and input Property Level financial data for Alliant’s Tax Credit (Section 42) Multi-Family Apartment Investment Portfolio, including Annual Operating Budgets, Quarterly Financial Statements, Year-End Audited Financial Statements and Tax Returns.  Provide review analysis to Asset Managers.
• Coordination and preparation of Monthly Construction and Occupancy Reports with the Construction and Asset Management Departments.
• Coordination and preparation of Quarterly Reports for Alliant’s Upper-Tier Investors.
• Build Queries and Reports in Microsoft Access Database on an as-needed basis for Investor Reporting and Asset Management purposes.
• Maintain Asset Management and Investor Reporting Calendars to track pending deadlines and completion progress.  Work with Staff to ensure deadlines are met.
• Assist Department on Special Projects related to Investor Reporting and Alliant’s Database with rapid turnaround.

   Qualifications

Candidate must have familiarity with general principles of:

• Real Estate (multi-family preferred)
• Operations and Analysis
• Budgeting
• Financial Reporting
• Lending Practices
• General Accounting
• Proficiency with Microsoft Access

       Education

The following minimum level of experience is required.

·         Bachelors Degree required, or educational equivalent on job experience. 

·         Preferably 1 -2 years of real estate experience. 

Travel Requirements

As needed

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

Must be physically and mentally able to perform all of the duties listed under Key Duties and Responsibilities, all of which are deemed "essential functions of the job." Employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. 

Job requires mobility within the office, including movement on stairways from floor to floor. Constantly operates a computer and other office equipment. Must be able and on project sites to travel extensively including extensive driving and deal with effective with the stress associated with a very fast-paced, constantly changing work environment, including handling multiple tasks on a daily basis.

Must be able to work in a variety of physical positions, including sitting, standing walking, squat. While performing the duties of this job, the employee is regularly required to use hands to finger, grasp (Right or/and left hand); reach with hands (not above shoulders), and will frequently type.  May be required to walk around equipment and machinery, May be exposed to excessive noise at construction site. The employee must occasionally lift and/or move up to twenty pounds of a maximum size of a banker box... Specific vision abilities required by this job include close vision, color vision and ability to adjust focus on detail.  Regular exposure to all outdoor weather conditions, especially hot, humid and/or rainy spring, summer and fall weather, combined with regular work time indoors in environmentally controlled conditions. 

Must be able to list up to 35lbs.

VISION, MISSION AND VALUES

Vision: A world where as a team, we deliver what’s promised and facilitated inter-departmental collaboration.

Mission: To maintain outstanding relationships by providing timely and accurate financial information to decision makers.

Values: Teamwork, Reliability, Transparency, Expertise

PHYSICAL AND MENTAL DEMANDS

Must be physically and mentally able to perform all of the duties listed under Key Duties and Responsibilities, all of which are deemed "essential functions of the job." Employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Job requires mobility within the office, including movement from floor to floor. Constantly operates a computer and other office equipment. Must be able to travel and deal with effective with the stress associated with a very fast-paced, constantly changing work environment, including handling multiple tasks on a daily basis.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. 

A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. 

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. 

ALLIANT CAPITAL IS AN EQUAL OPPORTUNITY EMPLOYER