CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With 25 years in affordable housing, CREA has raised $13.5 billion - resulting in the formation of over 97,500 homes within 1059 communities across the country. Thanks to the contribution of over 135 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future.
Physical Presence: In-Office | Tue – Thu; Flexible | Mon & Fri
Open to: Indianapolis, IN
Reports to: Senior Vice President, Fund Management
We are seeking a detail-oriented Fund Analyst who is interested in building expertise in fund management and the LIHTC and affordable housing industries. In this role, you will support the management of a portfolio of CREA Tax Credit Funds by tracking fund activity and preparing financial analyses and materials for senior leadership and investors.
This position is well-suited for someone who enjoys working with financial data, collaborating across teams, and gaining exposure to investor reporting and fund operations. Candidates with experience in public accounting or fund accounting who are looking to transition into real estate finance are encouraged to apply.
What You'll Do:
Cash Management
- Lead coordination with Asset Management and Syndications to plan upcoming capital calls, ensuring alignment across teams
- Draft and prepare investor capital call requests to support timely fund execution
- Partner with Accounting to draw on bridge lines as needed
- Manage monthly cash positions and prepare reconciliations to maintain accurate fund performance
Year-End Reporting
- Review lower-tier partnership tax returns and audit reports to support compliance and accuracy
- Update project-level financial models on a quarterly and annual basis
- Assist fund auditors during preliminary and year-end fieldwork
Investor Reporting
- Generate and post monthly journal entries for assigned fund entities
- Assist with preparation and analysis of quarterly investor reports, including:
- Fund benefit schedules
- Project benefit schedules
- Fund and project-level summary reports
- Cash reserve projections
- Fund financial statements
- Investor narratives highlighting key features and performance drivers
- Qua