Lead Analyst, Sponsor Support

Enterprise Community Partners

. Monitor sponsor health metrics, risk-monitoring dashboards, and portfolio analytics across Enterprise's national sponsor portfolio .

Posted 10/5/2026full-timeRemote • United StatesSenior💰 $85,000 - $98,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced proficiency in financial statement analysis, complex financial modeling, and risk assessments while effectively synthesizing information into actionable recommendations. Capable of managing projects and building relationships with stakeholders in a fast-paced environment.

Highest-signal resume keywords

Financial Statement AnalysisComplex Financial ModelingRisk AssessmentAdvanced Excel ProficiencyAI-Enabled Technologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingTrend AnalysisScenario PlanningRisk-Rating MethodologiesPortfolio MonitoringData VisualizationCredit AnalysisOrganizational Health AssessmentsLiquidity AnalysisProfitability Analysis

Soft Skills

Strong Written CommunicationVerbal CommunicationPresentation SkillsProblem-SolvingRelationship Building

Tools & Technologies

Microsoft CopilotPower BIAutomation PlatformsDashboardsAnalytical Tools

Industry Keywords

Corporate FinanceAffordable Housing FinanceReal Estate FinanceManagement ConsultingCommercial Banking

About the role

Key responsibilities & impact

Monitor sponsor health metrics, risk-monitoring dashboards, and portfolio analytics across Enterprise's national sponsor portfolio
Analyze sponsor, guarantor, and affiliate financial statements
Prepare multi-year financial models, risk assessments, and organizational health evaluations
Synthesize financial, operational, governance, and market information into executive summaries and actionable recommendations
Develop sponsor support strategies, stabilization plans, and capacity-building recommendations
Identify portfolio-wide patterns, recurring challenges, and systemic risks from REO schedules and other data
Use Microsoft Copilot, AI-enabled workflows, automation tools, advanced Excel solutions, dashboards, and data visualization to improve assessments and reporting
Design, test, and improve analytical tools, prompts, templates, dashboards, and reporting processes
Coordinate communications and document findings, recommendations, action plans, and decisions
Engage with sponsor and guarantor leadership, finance teams, and external stakeholders
Support risk-rating methodologies, monitoring frameworks, assessment criteria, and performance indicators
Coordinate technical assistance, strategic interventions, and cross-functional support efforts
Maintain compliance with policies governing sensitive information
Assess and summarize portfolio and market data for contractual engagements
Enhance Sponsor Support policies, procedures, analytical frameworks, and best practices
Perform other assigned tasks

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or related field
Minimum of 3-5 years of professional experience in corporate finance, commercial banking, credit underwriting, FP&A, investment analysis, management consulting, risk management, affordable housing finance, or real estate finance
Advanced proficiency in financial statement analysis, including liquidity, cash flow, leverage, profitability, net asset position, and organizational financial health
Ability to perform complex financial modeling, trend analysis, scenario planning, and risk assessments using advanced Excel and other analytical tools
Experience synthesizing complex financial, operational, and organizational information into concise executive recommendations
Ability to manage competing priorities, coordinate complex projects, and meet deadlines in a fast-paced, team-oriented environment
Strong written, verbal, and presentation skills
Ability to communicate technical concepts to financial and non-financial audiences
Ability to build productive relationships with internal stakeholders, external partners, and senior organizational leaders
Intellectual curiosity, professional judgment, integrity, and accountability
Strong problem-solving and investigative skills
Ability to travel periodically for sponsor meetings, project site visits, conferences, and team meetings
Ability to conduct onsite assessments at multifamily housing properties and organizational offices, including exposure to outdoor weather, construction environments, and active project sites
Valid driver's license and ability to travel independently
Experience with AI-enabled technologies such as Microsoft Copilot, Power BI, automation platforms, LLMs, or similar solutions preferred
Experience developing dashboards, visualizations, reports, prompts, workflows, or analytical tools preferred
Knowledge of credit analysis methodologies, risk-rating frameworks, portfolio monitoring, or organizational health assessments preferred
Experience evaluating nonprofit organizations, affordable housing developers, community development organizations, or mission-driven enterprises preferred
Knowledge of LIHTC programs, affordable housing finance, multifamily housing operations, real estate feasibility analysis, or community development finance preferred
Experience with large datasets and emerging trends, portfolio risks, and strategic opportunities preferred

Benefits

Comp & perks

Annual performance bonuses
Generous paid leave programs
Dental, health, and vision care plans
Adoption and surrogacy support
Flexible work arrangements
Health advocacy
Employee Assistance Program (EAP)
Mental health benefits
Financial education
Wellness programs
Auto-enrollment in the company’s 401(k) plan
Employer matching contributions
Learning and development opportunities
Tuition reimbursement for job-related courses and certifications