Analyst ( Capital Markets)
OCCH, Columbus, OH, United States
Reports to: VP, Capital Markets
Job Summary
The Capital Markets Analyst will support the Capital Markets team and report directly to the Vice President of Capital Markets. This role will serve as a key liaison between the firm and its investor partners, supporting investor relations efforts through the preparation of accurate, timely, and professional due diligence materials during both pre-closing and post-closing phases. The Analyst will be responsible for completing financial analyses, investor reporting, and ad hoc requests at the direction of the Vice President. This position plays a critical role in coordinating the collection, validation, and communication of information across internal departments, including Risk Management/Underwriting, Asset Management, Development, and Finance, to support capital raising, transaction execution, and ongoing investor reporting.
Essential Job Functions Relationship Management
Cultivate, foster, and maintain longstanding relationships with Investor Partners and work collaboratively to achieve common goals.
Manage assigned investor relationships; within OCCH, represent assigned investor perspectives and priorities.
Develop deep knowledge of investors’ goals, strategies, underwriting guidelines, and bank investors’ Community Reinvestment Act investment objectives.
Coordinate with Managers on identification of products for specific investors. Track investor‑specific proprietary deal pipelines.
Organize and assist in leading regular (weekly or monthly) investor conference calls with Managers and originations staff as needed, focusing on new business opportunities and updates on project pipelines.
Identify opportunities for OCFC to deploy its products in support of OCCH’s mission.
Assist in preparing presentations and due diligence packages, participating in meetings, conferences and calls; coordinate events for partners of OCCH including conferences, speaking engagements and additional projects as needed by OCCH’s event coordinator.
Pre-Closing Duties
Present approved project summaries and with Managers preview deals to obtain preliminary investor approval; after investor interest has been established and transaction is earmarked, assist in meeting investor due diligence requests, including any required third‑party reviews, and other elements required to deliver and close new proprietary investments.
Support multi‑fund activities including fulfilling due diligence requests; completing investor spreadsheets and additional duties as assigned by manager.
Ensure final documentation correctly reflects deal facts, as well as OCCH’s analysis and conditions for approvals. Coordinate with Legal to maintain documentation for proprietary investment closings.
Post-Closing Duties
Track investor approvals and requests for changes.
Assist in processing consents and requests for modifications or waivers for projects in proprietary funds.
Update database for closed deals and funds.
Compile monthly, quarterly, and annual reports from Fund Management to Investors.
Perform other duties as assigned.
Industry Consultation
Develop knowledge of real estate market dynamics, competition, policy development and the LIHTC industry trends.
Represent OCCH by attending industry events.
Education / Certifications
Bachelor’s degree in Business, Real Estate, Finance, or Urban Planning or related field preferred.
Work Experience
3 years of direct experience in affordable multifamily housing is preferred but not required.
Preferred prior experience with low‑income housing tax credit projects.
Knowledge, Skills & Abilities
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions; looks beyond the obvious and does not stop at the first answers.
Communication – Conveys messages clearly and succinctly both verbally and in writing; speaks in a manner that is effective for a variety of audiences and settings, coaches others in a constructive way, demonstrates professionalism, diplomacy and composure, is flexible and able to adapt to a variety of situations, strong client focus, business development, and relationship management skills.
Negotiation – Ability to articulate goals and achieve win‑win solutions.
Informing – Provides the information people need to know to do their jobs; provides information so that decision makers can make accurate decisions.
Priority Management – Prioritizes multiple tasks/projects successfully; delivers outputs within timeframes; proven ability to effectively manage multiple projects simultaneously; performs tasks and achieves results independently and collaboratively as part of a team while consistently meeting deadlines.
Learning on the Fly – Open to change; analyzes both successes and failures for clues to improvement; enjoys the challenge of unfamiliar tasks; collaborative and flexible style, with a strong service focus; high degree of intellectual curiosity.
Detail‑Oriented – Achieves thoroughness and accuracy when accomplishing a task through concern for all the areas involved; provides information in a usable form and on a timely basis to others who need to act on it; demonstrated ability to work productively and accurately in a fast‑paced environment with multiple projects and stringent deadlines; must be able to work well in groups but also take ownership of tasks.
Travel – Willing to travel when necessary; ability to work evening and weekend hours during peak periods.
About OCCH OCCH is an independent, mission‑driven nonprofit corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $7 billion in private capital and invested in over 66,000 units of affordable housing in over 1,100 developments. Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership. Our mission is at the heart of everything we do. Our core values are our building blocks and foundation. Our values of CREATING: Collaboration & Communication, Respect, Expertise, Accountability, Trust, Innovation, Inclusion & Growth will guide our behaviors, ensuring a consistent focus on quality and progress toward our vision. Ideal candidates will be passionate about our mission and exhibit our core values with a commitment to continuous improvement and growth.
Equal Employment Opportunity Statement OCCH is an equal‑opportunity employer. Equal employment opportunity is not only good practice - it is the law and applies to all areas of employment, including recruitment, selection, hiring, training, transfer, promotion and demotion, termination, compensation, and benefits. As an equal‑opportunity employer, OCCH prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.
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Essential Job Functions Relationship Management
Cultivate, foster, and maintain longstanding relationships with Investor Partners and work collaboratively to achieve common goals.
Manage assigned investor relationships; within OCCH, represent assigned investor perspectives and priorities.
Develop deep knowledge of investors’ goals, strategies, underwriting guidelines, and bank investors’ Community Reinvestment Act investment objectives.
Coordinate with Managers on identification of products for specific investors. Track investor‑specific proprietary deal pipelines.
Organize and assist in leading regular (weekly or monthly) investor conference calls with Managers and originations staff as needed, focusing on new business opportunities and updates on project pipelines.
Identify opportunities for OCFC to deploy its products in support of OCCH’s mission.
Assist in preparing presentations and due diligence packages, participating in meetings, conferences and calls; coordinate events for partners of OCCH including conferences, speaking engagements and additional projects as needed by OCCH’s event coordinator.
Pre-Closing Duties
Present approved project summaries and with Managers preview deals to obtain preliminary investor approval; after investor interest has been established and transaction is earmarked, assist in meeting investor due diligence requests, including any required third‑party reviews, and other elements required to deliver and close new proprietary investments.
Support multi‑fund activities including fulfilling due diligence requests; completing investor spreadsheets and additional duties as assigned by manager.
Ensure final documentation correctly reflects deal facts, as well as OCCH’s analysis and conditions for approvals. Coordinate with Legal to maintain documentation for proprietary investment closings.
Post-Closing Duties
Track investor approvals and requests for changes.
Assist in processing consents and requests for modifications or waivers for projects in proprietary funds.
Update database for closed deals and funds.
Compile monthly, quarterly, and annual reports from Fund Management to Investors.
Perform other duties as assigned.
Industry Consultation
Develop knowledge of real estate market dynamics, competition, policy development and the LIHTC industry trends.
Represent OCCH by attending industry events.
Education / Certifications
Bachelor’s degree in Business, Real Estate, Finance, or Urban Planning or related field preferred.
Work Experience
3 years of direct experience in affordable multifamily housing is preferred but not required.
Preferred prior experience with low‑income housing tax credit projects.
Knowledge, Skills & Abilities
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions; looks beyond the obvious and does not stop at the first answers.
Communication – Conveys messages clearly and succinctly both verbally and in writing; speaks in a manner that is effective for a variety of audiences and settings, coaches others in a constructive way, demonstrates professionalism, diplomacy and composure, is flexible and able to adapt to a variety of situations, strong client focus, business development, and relationship management skills.
Negotiation – Ability to articulate goals and achieve win‑win solutions.
Informing – Provides the information people need to know to do their jobs; provides information so that decision makers can make accurate decisions.
Priority Management – Prioritizes multiple tasks/projects successfully; delivers outputs within timeframes; proven ability to effectively manage multiple projects simultaneously; performs tasks and achieves results independently and collaboratively as part of a team while consistently meeting deadlines.
Learning on the Fly – Open to change; analyzes both successes and failures for clues to improvement; enjoys the challenge of unfamiliar tasks; collaborative and flexible style, with a strong service focus; high degree of intellectual curiosity.
Detail‑Oriented – Achieves thoroughness and accuracy when accomplishing a task through concern for all the areas involved; provides information in a usable form and on a timely basis to others who need to act on it; demonstrated ability to work productively and accurately in a fast‑paced environment with multiple projects and stringent deadlines; must be able to work well in groups but also take ownership of tasks.
Travel – Willing to travel when necessary; ability to work evening and weekend hours during peak periods.
About OCCH OCCH is an independent, mission‑driven nonprofit corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $7 billion in private capital and invested in over 66,000 units of affordable housing in over 1,100 developments. Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership. Our mission is at the heart of everything we do. Our core values are our building blocks and foundation. Our values of CREATING: Collaboration & Communication, Respect, Expertise, Accountability, Trust, Innovation, Inclusion & Growth will guide our behaviors, ensuring a consistent focus on quality and progress toward our vision. Ideal candidates will be passionate about our mission and exhibit our core values with a commitment to continuous improvement and growth.
Equal Employment Opportunity Statement OCCH is an equal‑opportunity employer. Equal employment opportunity is not only good practice - it is the law and applies to all areas of employment, including recruitment, selection, hiring, training, transfer, promotion and demotion, termination, compensation, and benefits. As an equal‑opportunity employer, OCCH prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.
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