JPMorgan Tax Oriented Investments - Housing 

United States, Illinois, Chicago 

742179286

The TOI (Tax Oriented Investments) Team is looking for an Analyst to join the team! As a Tax Oriented Investments - Housing Investments Portfolio Administrator - Analyst within the Housing Investments Asset Management Group (AM), you will play a key role in managing JPM’s investments in federal low-income housing tax credit (LIHTC) apartment communities throughout the United States. You will be a member of the Pre-Stabilized Asset Management Team, working in tandem with the Development Risk Management team to manage the construction/operating risk of each asset through the stabilization period. You will work with DRM on your assigned assets, as well as the Team Leader manager, in a variety of responsibilities such as working with our syndicator relationships with managing the funding process, reviewing post-closing consent requests, and reporting updates for our Single Investment Fund (SIF) portfolio.

Job Responsibilities:

• Review and approve equity funding draw requests thoroughly comprehending the requirements of our Partnership Agreements.

• Perform Asset Management related duties for all pre-stabilized deal consent requests such as GP replacements, property management changes, partnership agreement amendments.

• Work with the DRM Architect to monitor deals under construction and lease up tracking key milestone dates.

• Review and analyze perm loan sizing analysis for SIF properties comparing underwritten property operations to actual.

• Maintaining monthly/quarterly Pre-Stabilized reporting and database management of deal information.

• Coordinate efforts with the internal accounting groups to confirm any changes to transactions that fall behind closing projections to revise original model projections.

• Track Missing Transaction Documents post-closing including LPA amendments on any deal

changes post-closing.

• Review insurance certificates and providers to confirm they meet JPMCC standards.

• Create, maintain, and update as required written guidelines for work processes.

• Participating in meetings with syndicators and fostering a professional relationship among syndicator partners and industry colleagues.

Required qualifications, capabilities, and skills:

• Bachelor’s Degree in finance, business, economics, or real estate finance.

• Experience (e.g., internship) in real estate or related area

• Detail oriented and accurate, with a strong desire to learn and excel.

• Ability to communicate effectively (written and verbal) with clients and respond to requests appropriately.

• Ability to work independently and interact with various levels of management.

• Ability to handle multiple tasks and prioritize workload to meet deadlines.

• Excellent Organizational Skills.

qualifications, capabilities, and skills:

• Affordable Housing/Section 42 experience a plus.