Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

The RAH Investor Sales and Servicing Associate is directly involved in supporting the structuring, modeling, and maintenance of investor equity fund models. The position focuses on detailed financial projections and investor pipeline analysis and will also be involved in fund marketing and closing processes as part of a larger Investor Sales and Servicing team.

Primary Responsibilities

• Assists with building and maintaining Low Income Housing Tax Credit (LIHTC) related fund-level financial models and projections including the creation of investor-specific benefit schedules
• Tracks client and prospect needs and works with Originations team members to prepare updates on property pipeline and match opportunities to investor needs
• Prepares investor due diligence requests during the marketing and fund closing processes
• Supports senior staff in investor sales activities, including pitch material preparation, data analysis, and portfolio analysis for existing investors
• Helps identify opportunities for more efficient methods of internal data collection and distribution
• Ensures high quality client deliverables through strong written communication, presentation skills, and attention to detail
• Assists in compiling and organizing financial data for use in reports and presentations
• Provides analytical support to senior team members

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelor’s degree in Finance, Accounting, or a directly related field
• Three (3) years of financial analysis experience including strong Excel skills and prior experience with financial analytic tools related to rental multifamily housing transactions using the low income housing tax credit
• Three (3) years of experience preparing professional PowerPoint presentations, including the ability to present the results of data analysis
• Three (3) years of experience in a fast-paced transactional environment
• Familiarity with the LIHTC program strongly preferred

Preferences

• Familiarity with the LIHTC program

Skills and Competencies

• Ability to multi-task
• Ability to thrive in fast-paced, team-focused environments
• Advanced user of Excel, PowerPoint, and Word
• Dedication towards excellence and achieving results
• Excellent writing and oral communication skills

This position wil require daily, on-site attendance at our Great Neck, NY or Atlanta, GA locations.

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$89,933.00 USD

50th Percentile:

$130,040.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Location:

Great Neck, New York

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.