Portfolio Finance & Acquisitions Analyst, Boston Corporate Office - Boston, MA
Hybrid (3 Days/Week in Office)
General Statement of Duties: The Analyst will support the Director of Portfolio Finance & Acquisitions with the acquisition, recapitalization, and long term stewardship of Beacon Communities’ assets. The role is responsible for underwriting acquisitions and recapitalizations, monitoring asset level performance, and supporting value preserving investment strategies that balance risk adjusted returns with long term affordability and regulatory constraints. This position operates at the intersection of private equity discipline and affordable housing complexity. This role supports capital deployment into critically important housing assets while applying private equity level discipline to ensure capital preservation, durable cash flow, and responsible exits. The analyst helps align investor objectives with long term housing stability, navigating complexity to generate returns without sacrificing affordability.
Supervision Received: Reports to the Director of Portfolio Finance & Acquisitions.
Direct Reports: None
FLSA: Exempt
Key Responsibilities: Investment Underwriting
- Build and maintain detailed project level financial models for current Beacon assets and potential acquisitions.
- Analyze market fundamentals, operating pro formas, sources and uses, capital stack assumptions, and regulatory constraints that affect value and risk.
- Perform sensitivity, scenario, and risk analyses related to interest rates, rents, expenses, vacancy, and subsidy availability.
- Evaluate feasibility of acquisition opportunities.
- Prepare financial materials for lenders, investors, credit committees, and public funding agencies.
Portfolio Management and Financial Reporting
- Monitor and analyze post acquisition performance relative to underwriting expectations.
- Analyze Beacon’s portfolio and maintaining workbooks that track property level detail in both excel and Smartsheet.
- Partner with asset managers to identify capital reinvestment needs, operational risks, and strategic recapitalization or refinance opportunities.
- Prepare financial reports and schedules required by investors and lenders.
Transaction Execution & Stakeholder Coordination
- Support transaction execution including due diligence, financing coordination and legal review.
- Collaborate with lenders, public agencies, housing finance authorities, and operating partners.
- Assist with structuring consents from finance partners and investor buy outs.
- Support structuring of preservation equity, preferred equity and joint venture equity investments.
Strategic & Ad Hoc Analysis
- Provide analytical support for Director and the Executive team’s needs.
- Participate in cross departmental teams to advance mission aligned housing initiatives.
Minimum Qualifications and Skills:
- Bachelor’s degree in finance, Real Estate, Economics, Mathematics, or related discipline.
- 1–3 years of experience in investment management, private equity real estate and/or affordable housing.
- Advanced Excel modeling skills – the ability to structure waterfalls for a multifamily property is a plus.
- Strong working knowledge of Yardi, Costar, and/or Smartsheet is a plus.
- Must be comfortable communicating with and presenting to investors, lenders, and Executive leadership.
- Occasional travel required.
Beacon Core Competencies required for all positions: Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility.
Beacon Management Competencies required for all Management positions: Decision-Making/Judgement, Communication, Budgets/Cost Control, Managing for Results, People Development.
Compensation: $90,000 - $100,000 annual salary
Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Company Overview: Founded in 2004, Beacon Communities LLC is a privately-owned real estate firm that develops, acquires, invests in, and manages a wide range of multifamily housing. Beacon currently owns and manages approximately 150 properties including affordable housing, market rate housing, and mixed income-housing. Its developments range from new construction, to historic adaptive reuse, to the renovation of existing housing.
At Beacon, we strive to make a difference in our residents’ lives. We build outstanding communities that make enduring contributions to the vitality of our cities and towns. We create communities that serve a diverse cross section of our society. Our communities are healthy and vibrant. Why? Because they are planned with care, consideration, and compassion.
Benefits Offered: At the core of Beacon Communities is the talent on our teams, and we are committed to taking care of our team members so they can deliver great experiences to our residents. That is why we are proud to provide competitive compensation and comprehensive benefits that support a healthy life for you and your family when you join our team.
As a regular, full time employee at Beacon you can expect:
- Health & Wellness Benefits. We offer plans for quality medical, dental, and vision coverage to all employees regularly scheduled to work a minimum of 24 hours or more per week. HSA/FSA options are also available.
- Work-Life Balance. On top of offering 13 paid holidays per year, we have an attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays.
- Retirement planning. We offer a 401k program with a company match.
- 100% Company-Paid Life Insurance. With affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage.
- Access to an Employee Assistance Program (EAP),Childcare & Eldercare Support, Career Development and Advancement Opportunities… and more!
Beacon Communities LLC is an Equal Opportunity Employer that seeks a diverse pool of candidates. We are committed to a policy of equal employment opportunity without regard to race, color, ancestry, national origin, religion, disability, gender, gender identity, sexual orientation, age, veteran status or other protected class. All qualified applicants are encouraged to apply. Beacon Communities LLC participates in the E-Verify program.
