Financial Analyst
Waterloo Associates
Austin, TX US
Posted ago
Waterloo Associates

This position is responsible for the sourcing, underwriting, and administration of all of Waterloo’s pre-development, acquisition, construction, and other bridge financing loans provided for real estate and programs in Austin, TX. This position is also responsible for evaluating, modeling, sourcing, and underwriting other Waterloo’s financial products and services that exist or may be developed such as SBA loans, charter schools, and healthy food financing, New Markets Tax Credits, Low-Income Housing Tax Credits, and patient capital pools.

This is an opportunity to take a broad leadership role in the community development sector.

The candidate will be able to demonstrate cultural competency working with diverse communities and a strong commitment to diversity, equity, and inclusion in their work.

This position will require a lot of communication, attention to detail, the ability to manage projects and financial assets, and the desire to help grow the business. Applicants must possess a strong desire to learn new things and be adaptable to changing markets. This role will involve a decent amount of project management to make sure that the pieces of the puzzle are where they need to be by the deadlines set.

Job Type: Full-time


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance


  • Work with the Managing Partner and other partners to develop a strategic approach to expanding lending and real estate-based transactions, designing new lending programs, and creating related marketing, informational, and application materials
  • Represent Waterloo in local, national, and statewide associations and coalitions
  • Develop and implement a local lending strategy that responds to unmet needs in the housing, commercial and small business markets, and builds upon past successes and national programs
  • Develop new financing partnerships for loan pools and blended capital investment strategies
  • Develop relationships with other local community development lenders and intermediaries in order to leverage Waterloo loans and grants
  • Promote lending products and services by speaking at relevant events, sitting on panels, participating in task forces
  • Perform additional duties, as required


  • Bachelor’s Degree from an accredited college or university required. Master’s Degree in finance, business administration, urban planning, public administration or similar field preferred. (Additional relevant work experience may be substituted as proxy)
  • Minimum 5 years of experience with Residential Development and/or real estate lending
  • Exhibit strong familiarity with principles of affordable housing and commercial funding programs and mechanisms including local, state, and federal housing and community development programs, and low-income housing tax credits
  • Experience leveraging relationships with roles of architects, contractors, attorneys, syndicators, appraisers, environmental engineers, realtors, and other allied professionals in the development process and their impact on real estate lending analysis
  • Understand complex underwriting issues with respect to multi-family residential and commercial real estate development
  • Demonstrate familiarity with the economic, underwriting, land acquisition, political and social environment
  • Demonstrate self-direction, creative problem-solving and successfully working simultaneously on multiple tasks and projects while meeting deadlines
  • High level of proficiency in Microsoft Office suite, particularly Microsoft Excel
  • Excellent written and verbal communication skills
  • Passion for the mission of Waterloo

$68,000 - $80,000 yearly
About Waterloo Associates

Waterloo Associates is a private equity firm primarily focused on the single-family real estate (“SFR”) asset class. Utilizing proprietary underwriting and management processes, we believe brings an institutional-quality approach to the fragmented market of single-family real estate.

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