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Financial Analyst Needed in New Jersey




New Jersey Community Capital


New Jersey Community Capital (NJCC), is a 25-year-old community development financial institution (CDFI) certified by the U.S. Department of the Treasury.  Each year, NJCC provides millions of dollars in capital and substantial financial and technical assistance to support the revitalization of underserved communities across the state.  These efforts provide quality housing, early care, education, and employment to thousands of low-income people.  NJCC has also emerged as a national leader in developing innovative strategies to reverse the distress created by the foreclosure crisis, implementing large-scale programs to acquire and redevelop vacant homes, modify nonperforming mortgages, and infuse flexible capital into collaborative community-level efforts to stabilize blighted neighborhoods. For more information, visit:


This 26-person organization currently offers the opportunity for an experienced individual to join NJCC’s Portfolio Management and Compliance Team as its Portfolio Analyst for both New Market Tax Credit (NMTC) investments and NJCC’s Participant Loan Portfolio.  The individual should possess a strong desire to be part of a team that is motivated and inspired by NJCC’s mission to strengthen communities.


Position Summary:

The primary responsibility of the Portfolio Analyst is to oversee and coordinate the ongoing reporting and compliance activities of NJCC’s NMTC investments and its Participant Loan Portfolio.  We are seeking an enthusiastic, detail-oriented professional willing to take responsibility of making sure these areas of NJCC’s operations run smoothly and effectively.  The Portfolio Analyst will participate in pre-closing negotiations of NMTC transactions to ensure the transactions are structured in accordance with current rules and regulations as well as NJCC policies and procedures. The Portfolio Analyst will monitor NJCC’s post-closing servicing, accounting and compliance for its NMTC investments and Participant Loan Portfolio.

Specifically, the candidate will participate in NMTC unwind transactions; perform annual financial analysis of NMTC and Participant Loan Portfolio escrows; prepare annual financial analysis and risk assessments on the specific transactions and/or properties; proactively engage asset owners to address potential hurdles; and cooperate with the Impact Assessment Coordinator to work with borrowers, investors and loan participants to collect annual outcome and impact performance measures and other required documentation. In completing these tasks, the Portfolio Analyst will be instrumental in NJCC’s efforts to effectively manage and monitor its NMTC investments and its Participant Loan Portfolio activity.



  • Implement      policies and procedures related to post closing monitoring and compliance      of NMTC investments and the Participant Loan Portfolio.
  • Coordinate      specific activities of NJCC’s lending, compliance, accounting, and impact      assessment team members as NMTC and Participant Loan Portfolio loans are      reviewed, closed, serviced and monitored.
  • Review      final loan documentation to determine specific monitoring and compliance      required by each individual loan.
  • Collect      and/or prepare compliance and/or monitoring reports required under the      NMTC program and Participant Loan Portfolio.
  • Assist      Lending Team in pre-closing negotiations for NMTC transactions, as well as      future NMTC unwind transactions.
  • Assist      the Lending Team in analyzing periodic requests from Participant Loan      Portfolio borrowers and/or participants.
  • Monitor      monthly performance of the Participant Loan Portfolio, including monthly      payments from borrowers and remittances to loan participants.
  • Prepare      quarterly and annual reports on NTMC and Participant Loan Portfolio loans,      including updated financial analyses and risk assessments.
  • Monitor      Reserve and Escrow accounts held by NJCC for NMTC or Participant Loan      Portfolio Loans, including making regular tax and insurance payments and      managing borrowers’ requests for releases of funds held in these accounts.
  • Interact      with NMTC and Participant Loan Portfolio borrowers, investors, and      participants regarding loan performance, projected and actual outcomes,      and project information.
  • Schedule      and/or conduct annual property inspections for NMTC investments and      Participant Loan Portfolio loans.
  • Assist      NJCC staff with the preparation and submission of compliance reports to      the U.S. Treasury Department’s CDFI Fund on NMTC activities.
  • Remain      current on regulatory and/or programmatic changes in the NMTC program.
  • Light      to moderate travel required (5-15% of time).



  • Bachelor’s degree, with emphasis on academic or work experience in accounting, finance, taxation, and community development. A candidate with a CPA or advanced degree would be considered.
  • Demonstrated      ability to balance multiple tasks and work well independently and      collaboratively.
  • Working      knowledge of commercial loans, including financial analysis, loan      documentation requirements, and post-closing requirements.
  • Must be      comfortable in a mission-driven, small office work environment.
  • Strong      written and verbal communication skills.
  • Good      networking, relationship management, and customer skills.
  • Strong      knowledge of MS Office Excel, Word, and related products is required.



NJCC offers a salary package competitive with the CDFI industry, and commensurate with the candidate’s abilities and work experience.  NJCC also offers an attractive benefits package including health, dental, disability and life insurance, 401(k) savings plan, flexible spending accounts (medical, dependent care, and transportation), with 23 vacation days plus 12 paid holidays. NJCC’s main office is located at 108 Church St. in New Brunswick, NJ, in a recently-renovated building only two blocks from the train station.



Interested individuals should email a thoughtful cover letter and resume to Please include “Portfolio Analyst – Your Name” in the email’s subject line. NJCC will accept applications until the position is filled.


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