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Analyst, Finance

Walker & Dunlop

Walker & Dunlop

IT, Accounting & Finance
Calabasas, CA, USA
Posted on Saturday, February 10, 2024


Affordable Housing | Equity - Finance

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Position Summary:

Walker & Dunlop, the #1 multifamily finance lender in the US, has been a major player in the affordable housing space for years, and we continue to invest in our platform to provide our clients with unparalleled solutions for all their affordable housing needs. Our suite of services, unmatched affordable housing experience, exceptional expertise in transaction execution, and industry-leading technology are setting a new standard in affordable housing. W&D’s dedicated affordable housing team, committed to addressing the affordable housing crisis in the U.S., is comprised of debt financing, LIHTC equity, investment sales, and preservation.

W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income Housing Tax Credits (LIHTC), W&D Affordable Equity raises corporate equity and monitors the development, construction, lease-up and permanent financing phases of its investments. With a dedicated team of experienced real estate, asset management, legal, and tax professionals, we provide the highest level of fully integrated real estate and investment support services.

The Senior Analyst, Finance (“Senior Analyst”) will build Upper-Tier models for closings or presentations and will work with investors and internal staff to answer questions and changes for both upper-tier and lower-tier modeling.

What you will be doing:

  • Creating upper tier (investor) excel models based on one or many lower-tier (project level) excel models with additional fund level inputs.
  • Providing numbers for legal documents for upper tier closing and amendments for upper and lower tiers.
  • Preparing quarterly upper-tier benefit schedules and at investor request.
  • Managing investors upper-tier IRR’s.
  • Updating upper-tier models with tax returns and investor K-1 information.
  • Preparing special allocations for investors for tax return and benefit schedules.
  • Preparing upper-tier reserves request for asset managers.
  • Calculating upper-tier fee and reserve true-ups based on LPA language.
  • Reviewing and estimating upper-tier fees based on benchmarks within the LPA.
  • Preparing and reviewing upper-tier models for disposition of lower-tier properties.
  • Updating residual value analysis projection as needed.
  • Adding schedules to upper and lower tier model to incorporate tax changes.
  • Other duties or projects as assigned by the Company from time to time.

The education and experience we’re looking for:

  • Bachelor’s degree in business, real estate, finance, accounting, or equivalent experience.
  • Minimum of two (2) years’ experience in finance, real estate development, urban planning, affordable housing, or related field. Specific experience in Section 42 Low Income Housing Tax Credit Syndication or Affordable Multi-Family Housing preferred.

What skills you should have:

  • Ability to initiate and maintain effective and cooperative working relationships with team members, government agencies, consultants, lenders, investors, and developers.
  • Strong analytical and problem-solving skills; ability to identify and resolve issues.
  • Strong modeling skills
  • Exceptional organizational skills, highly attentive to detail and able to perform tasks with limited supervision in a time sensitive work environment.
  • Maintain the strictest confidence when handling confidential and non-routine information and matters.
  • Ability to communicate effectively with co-workers, management, and clients.
  • Conform with and abide by all regulations, policies, work procedures, and instructions.
  • Ability to multitask.
  • Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
  • Demonstrates strong learning orientation. Takes ownership for personal development through active participation in training and career development.
  • Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
  • Embodiment of the Walker Way in approach to work: caring, collaborative, tenacious, driven, and insightful.

This position has an estimated base salary of $76,000.00-95,000.00 plus annual discretionary performance bonus.


What We Offer

  • The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023

  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
    Up to 83% subsidized medical payroll deductions
    - Competitive dental and vision benefits
    - 401(k) + match
    - Pre-tax transit and commuting benefits
    - A robust health and wellness program – earn cash rewards and gain access to resources that
    promote health, engagement, and balance
    - Paid maternity and parental leave, as well as other family paid leave programs
    - Company-paid life, short and long-term disability insurance
    - Health Savings Account and Healthcare and Dependent Care Flexible Spending

  • Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication

  • Career development opportunities

  • Empowerment and encouragement to give back – volunteer hours and donation matching

*Eligibility may vary based on average number of hours worked

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.