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with both the general partner and investor. The Director is responsible for establishing and maintaining high standards of deal quality, integrity, and structure. The Director will maintain and enhance client relationships with general partners and investors through attentive and responsive client servicing.
Key Responsibilities:
After prospective joint-venture investment opportunities are brought in-house by Originators, Director will review and analyze opportunities, including business plan feasibility, strength of general partner and property manager, financial return, and impact. Work with Originators and Senior Management to establish pricing, structure deal terms, determine investor interest, and to prepare and execute proposal letter.
Oversee due diligence process, including detailed financial analysis, market analysis, and review of other information required to evaluate project feasibility. Serve as primary contact for general partners on individual deals to ensure timely, efficient, and thorough processing.
Identify and evaluate potential solutions to deal issues through collaboration with Originations, Credit & Underwriting (IV) and Sales (Capital Officers). Serve as primary contact for all cross-departmental deal activity, including legal, tax, engineering, and asset management.
Oversee preparation of screening and investment committee packages. Present investment opportunities to Boston Financial Screening Committee.
Manage deal closing timelines to meet internal and external expectations. Specifically, outline the path to deal closing, create a schedule to meet general partner timelines and work with Originator, IV, Credit Officer, etc. to meet deal closing and internal deadlines. Director will work with Capital Officer to manage investor closing timeline and deliver materials in a timely manner.
Due to the fast-paced nature of the responsibilities for this position, some travel and overtime may be required.
Required Skills & Experience:
Bachelor's degree in business, finance, economics, or related field
7+ years experience in the real estate industry
5+ years multifamily underwriting experience, working knowledge of LIHTC/affordable housing a plus
Ability to negotiate equity joint-venture partnership documents
Advanced analytical skills with the ability to understand complex real estate and financial transaction issues
Microsoft Excel and real estate modeling proficiency
Able to balance multiple projects, meet deadlines, and communicate effectively with senior management, developers, and investors
Strong negotiation and problem-solving skills
Ability to work independently while maintaining high productivity
Excellent verbal, written, presentation, and organizational skills
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.