Job Description
Core Responsibilities
Financial Model Production
• Produce and update financial models using existing underwriting tools
• Run scenarios based on provided assumptions
• Ensure inputs are accurately reflected and outputs are reliable
• Identify and resolve errors or inconsistencies
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LIHTC & Financing Applications
• Prepare and submit LIHTC (including CDLAC) and related financing applications
• Draft narratives and assemble complete application packages
• Compile and verify all required supporting materials
• Ensure compliance with requirements, timelines, and submission standards
• Adapt to new funding sources and application formats as needed
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Due Diligence & Data Execution
• Gather, organize, and input deal data into standardized tools
• Maintain diligence materials and supporting documentation
• Ensure completeness and accuracy across all deal inputs
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Pipeline Execution
• Manage work across multiple active deals simultaneously
• Maintain momentum and meet deadlines across deliverables
• Track progress and ensure continuity across all assignments
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Deal Documentation Support
• Prepare deal summaries and supporting materials
• Maintain organized, consistent deal files
• Support internal decision-making with clear, reliable outputs
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Operating Expectations
• Produces high volumes of accurate work consistently
• Works within established tools and processes
• Maintains strong attention to detail across all outputs
• Manages multiple priorities without loss of quality
• Takes ownership of work through completion
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Experience & Requirements
• 3-4+ years of experience in affordable housing development and/or acquisitions
• Direct experience preparing LIHTC applications, including 3-4 completed submissions
• Strong proficiency in Excel and financial model execution; comfort with structured workbooks, SUMIF/SUMPRODUCT logic, data entry discipline within templated tools
• Ability to manage deadlines and high-volume workloads
• Experience working with multifamily financials (T-12s, rent rolls, operating budgets)
• Familiarity with affordable housing programs, regulations, and funding structures market
• LIHTC program knowledge — Section 42 basics, income and rent restrictions, compliance requirements, at minimum at the conceptual level with willingness to deepen
• Data organization and research — market comp pulls, HUD income limits, CDLAC/TCAC program requirements, zoning and entitlement basics
• Curiosity about affordable housing — genuine interest in the LIHTC space, not just financial analysis for its own sake
Nice to Have Skills & Experience
Competencies
Analytical Skills
Collects and researches data. Designs workflows and procedures. Identifies data relationships and dependencies. Synthesizes complex or diverse information. Uses intuition and experience to complement data.
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Planning & Organization
Integrates changes smoothly. Plans for additional resources. Prioritizes and plans work activities. Sets goals and objectives. Uses time efficiently. Works in an organized manner.
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Quality
Applies feedback to improve performance. Demonstrates accuracy and thoroughness. Displays commitment to excellence. Looks for ways to improve and promote quality. Monitors own work to ensure quality.
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Dependability
Commits to doing the best job possible. Follows instructions, responds to management direction. Keeps commitments. Meets attendance and punctuality guidelines. Responds to requests for service and assistance. Takes responsibility for own actions.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.