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Tax Oriented Investments - Housing Investments Portfolio Administrator - Analyst

  • Job
    Junior Level
  • Banking & Finance
  • Chicago

AI generated summary

  • You need a Bachelor's degree in finance or related field, detail oriented, strong communication skills, ability to work independently and with management, and excellent organizational skills. Experience in real estate or Affordable Housing/Section 42 a plus.
  • You will review, analyze, and manage equity funding draw requests, asset management duties, deal tracking, loan analysis, reporting, document tracking, insurance review, and guidelines creation in the Tax Oriented Investments - Housing Investments Portfolio Administrator - Analyst role at JP Morgan Chase & Co.


  • Required qualifications, capabilities, and skills:
  • Bachelor’s Degree in finance, business, economics, or real estate finance.
  • Experience (e.g., internship) in real estate or related area a plus (Affordable Housing/Section 42 experience a plus).
  • Detail oriented and accurate, with a strong desire to learn and excel.
  • Ability to communicate effectively (written and verbal) with clients and respond to requests appropriately.
  • Ability to work independently and interact with various levels of management.
  • Ability to handle multiple tasks and prioritize workload to meet deadlines.
  • Excellent Organizational Skills.


  • Review and approve equity funding draw requests thoroughly comprehending the requirements of our Partnership Agreements.
  • Perform Asset Management related duties for all pre-stabilized deal consent requests such as GP replacements, property management changes, partnership agreement amendments.
  • Work with the DRM Architect to monitor deals under construction and lease up tracking key milestone dates.
  • Review and analyze perm loan sizing analysis for SIF properties comparing underwritten property operations to actual.
  • Maintaining monthly/quarterly Pre-Stabilized reporting and database management of deal information.
  • Coordinate efforts with the internal accounting groups to confirm any changes to transactions that fall behind closing projections to revise original model projections.
  • Track Missing Transaction Documents post-closing including LPA amendments on any deal changes post-closing.
  • Review insurance certificates and providers to confirm they meet JPMCC standards.
  • Create, maintain, and update as required written guidelines for work processes.
  • Participating in meetings with syndicators and fostering a professional relationship among syndicator partners and industry colleagues.


What is the main focus of the Tax Oriented Investments - Housing Investments Portfolio Administrator role?

The main focus of this role is to manage JPMorgan's investments in federal low-income housing tax credit (LIHTC) apartment communities throughout the United States, particularly during the construction and stabilization period.

What are some key responsibilities of a Tax Oriented Investments - Housing Investments Portfolio Administrator - Analyst?

Some key responsibilities include reviewing and approving equity funding draw requests, performing asset management duties for pre-stabilized deal consent requests, tracking construction progress and lease-up milestones, analyzing perm loan sizing for properties, maintaining reporting and database management, coordinating with accounting groups for transaction changes, and more.

What qualifications and skills are required for this role?

A Bachelor's Degree in finance, business, economics, or real estate finance is required. Experience in real estate, Affordable Housing/Section 42 experience, and strong attention to detail, communication, organizational, and prioritization skills are also necessary.

What is the purpose of coordinating with syndicators in this role?

Coordinating with syndicators is important for managing the funding process, reporting updates for the Single Investment Fund (SIF) portfolio, and fostering professional relationships within the industry.

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Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.


  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.