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Modeling Associate

Walker & Dunlop

Walker & Dunlop

Calabasas, CA, USA
Posted on Wednesday, May 29, 2024

Department:

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.

Department Overview

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 Impact You Will Have

The Associate, Finance will have primary responsibility for financial modeling of project level “lower-tier” models, which are prepared to evaluate potential acquisitions and fund level “upper-tier” models, which are provided project benefits to investors.

Primary Responsibilities

  • Analyze financial viability of acquisitions (low-income housing developments).
  • Perform “what if” scenario analysis.
  • Prepare upper tier (investors) and lower tier (developers) financial models in excel.
  • Check models against respective letters of intent and partnership agreements.
  • Review operating partnerships’ tax returns.
  • Review operating partnerships’ GAAP financial statements.
  • Work with Developers, Originators, Acquisitions Personnel, Asset Managers, and Investor Relations to update and maintain financial models.
  • Working with all other departments to ensure accurate financial information and excel models are received when needed.
  • Other duties or projects as assigned by the Company from time to time.
  • Presence in the office, generally 8:30 am – 5:30 pm EST, 3 days per week

Education and Experience

  • Bachelor’s degree in accounting, finance, or related business degree required.
  • 2-4 years of complex financial modeling and financial analysis experience.
  • Advanced level skill in Excel.
  • Familiarity in Section 42 Low Income Housing Tax Credit Syndication or Affordable Multi-Family Housing preferred but not required.

Knowledge, Skills, and Abilities

  • 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.
  • Conform with and abide by all regulations, policies, work procedures, and instructions.
  • 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 $90,000-95,000 plus discretionary bonus.

#LI-AA1

#LI-Hybrid

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.


SPAM
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.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.