Asset Analyst, Capital Formation

Baker Tilly Advisory Group, LP

Madison, WI

JOB DETAILS
SALARY
$62,000–$95,610 Per Year
SKILLS
Accounting, Analysis Skills, Asset Management, Budgeting, Capital Analysis, Communication Skills, Compensation and Benefits, Construction Drawings, Customer Support/Service, Data Quality, Economics, Finance, Financial Analysis, Financial Modeling, Financial Statements, Investment Management, Liens, Loans, Maintain Compliance, Market Analysis, Post Closing, Presentation Software, Presentation/Verbal Skills, Project Evaluation, Real Estate, Risk, Spreadsheets, Tax Credits, Underwriting, Word Processing, Writing Skills
LOCATION
Madison, WI
POSTED
1 day ago

Company Overview BakerTilly is a leading advisory, tax and assurance firm serving clients across the U.S. and globally with a network of independent accounting and business advisory professionals.Job Overview Asset Analyst – New Market Tax Credit (NMTC) ProjectsResponsibilities Monitor portfolio and address compliance and asset management issues during underwriting, closing, compliance period, and disposition of NMTC investments.Deliver reviews, comments, and work product related to pre‑closing and post‑closing financial models and construction budgets/draws.Manage compliance reporting for the client portfolio, ensuring data accuracy and mandatory mandates.Analyze community impact reporting and assess project and partnership risk factors per Section45 provisions, allocation agreement requirements, and operating agreement conditions.Establish working relationships with investors, lenders, borrowers, and financial partners; assist with annual community impact questionnaires.Maintain data integrity, monitor loan defaults, and ensure no mechanic liens or other encumbrances.Provide customer service and seek opportunities to extend BakerTilly's services beyond the current transaction.Minimum Qualifications 4‑year degree.1 year professional experience.Preferred Qualifications Bachelor's degree in real estate finance, economics, business, accounting, or related field.Two years experience in asset/portfolio management or real estate finance.Strong IT aptitude – proficient with word‑processing, spreadsheet, and presentation software.Strong financial analysis skills – ability to interpret borrower financial statements.Excellent communication skills, both verbal and written.Self‑starter, resourceful, able to work independently and with cross‑functional teams.Ability to work in an evolving, team‑oriented environment and take on new challenges.Compensation and Benefits In Wisconsin, pay range: $62,000 – $95,610. Compensation is influenced by skills, experience, qualifications, certifications, location, and work arrangement. BakerTilly offers a comprehensive benefits package to eligible employees.Equal Opportunity Statement BakerTilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis in accordance with applicable federal, state, or local law.Any unsolicited resumes submitted through our website or to BakerTilly Advisory Group, LP, employee e‑mail accounts are considered property of BakerTilly Advisory Group, LP, and are not subject to payment of agency fees.#J-18808-Ljbffr

About the Company

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Baker Tilly Advisory Group, LP