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OUR CLIENT

Our client, a multi-investor institutional private equity fund that acquires a diversified portfolio of existing affordable rental properties, has retained KM Partners in the search for a Senior Financial Analyst to directly support the President and CIO. Our clients’ affiliation with a leading LIHTC investment platform, provides access to 50 years of industry-specific expertise and an established national platform, and a strong stable of resources for support in anticipation of the launch of their next fund, with a projected target of $300M. These are institutional-sized assets for social impact and welfare investment with the goal of preserving affordability for the long term and providing social services programs to enhance resident’s life. This is a long-time client of KM Partners, who placed the current President and multiple other key hires within the organization and affiliated companies.

• AHF Top 50: One of the largest Owners of Affordable Housing with a national footprint

• Social impact: The strategy includes preserving affordability for the long term through progressive private equity cash-on-cash return fund

• Financial Stability: Well-capitalized company with deep roots in our industry that includes a diversified, portfolio and balance sheet with minimal downside exposure

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THE OPPORTUNITY

The Senior Financial Analyst position will directly support leadership and a collaborative group of real estate professionals in underwriting, analyzing, and evaluating affordable housing projects that meet the fund’s investment objectives. Report to and work directly with the President to manage the fund’s deal pipeline, and underwriting, and support the execution of transactions while interfacing with investor and brokerage communities. The President rose throughout their career from positions of increasing responsibility in underwriting, finance, and acquisitions, earning their leadership role after spearheading the growth of the fund. This is a proven leader with extensive transactional experience, and this role will have direct access to their mentorship.

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ESSENTIAL RESPONSIBILITIES

• Financial Underwriting: Input property-level financial data into proforma models and underwrite affordable housing projects that meet the fund’s objectives

• Pipeline tracking: Manage and organize the fund’s deal pipeline as well as tracking of lost projects

• Transaction assistance: Write letters of intent; collect and organize initial due diligence; review third-party reports, and contribute to writing investment memos

• Special Projects: Complete special projects and ad hoc analysis as needed for Acquisitions, Asset Management, and Investor Relations

• Communication: Interface with brokerage and investor communities; develop warm relationships with all PEF customers & clients

• Light travel requirements: Tour properties on occasion; attend company meetings, conferences, and industry meetings as needed

 

EDUCATION & EXPERIENCE

• 4-Year college degree obtained in the relevant field of study

• 1-2 years of previous related experience



OUR FIRM

KM Partners’ national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historic, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. At KM, we have established an unparalleled track record of repeat business and success recruiting in niche practice areas, including 140+ placements in Affordable Housing, which have led to 50+ promotions to date. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

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If qualified, please contact:

Butch Edlinger | Managing Director

(303) 515.7101 | butche@kmcompanies.com

Job # 177