Berkadia

• The Graphic Designer creates compelling marketing materials and sales collateral for our Investment Sales Producers • Design real estate marketing materials including broker opinion of value proposals, offering memorandums, financial information, brochures, flyers, post cards, etc. • Design graphics for a variety of content types including text, numerical data, maps and infographics • Present design work to business partners, collect feedback and make updates • Work with or create branding and design elements for custom property marketing • Utilize property branding and augment as necessary to create complete collateral • Select and utilize color palettes, photography, typography, and other design elements effectively • Collaborate with other team members and departments in a remote/hybrid environment • Stay updated on the latest industry trends • Coordinate project tasks and deliverables with research, email and digital marketing teams as well as our Global Production Operations • Other duties as assigned

• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules. • Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs. • Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed. • Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters. • Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date. • Manage investor due diligence workflow and Upper Tier closings. • Prepare qualitative risk assessment and quantitative valuation for internal discussion. • Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling. • Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models. • Train and review the work of junior staff, providing guidance and oversight. • Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules. • Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations. • Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules. • Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability. • Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations. • Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions. • Annual review and revision of Upper Tier Policies and Procedures. • Provide weekly updates to VP, FM.

• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules. • Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs. • Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed. • Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters. • Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date. • Manage investor due diligence workflow and Upper Tier closings. • Prepare qualitative risk assessment and quantitative valuation for internal discussion. • Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling. • Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models. • Train and review the work of junior staff, providing guidance and oversight. • Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules. • Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations. • Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules. • Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability. • Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations. • Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions. • Annual review and revision of Upper Tier Policies and Procedures • Provide weekly updates to VP, FM

• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules. • Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs. • Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed. • Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters. • Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date. • Manage investor due diligence workflow and Upper Tier closings. • Prepare qualitative risk assessment and quantitative valuation for internal discussion. • Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling. • Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models. • Train and review the work of junior staff, providing guidance and oversight. • Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules. • Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations. • Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules. • Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability. • Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations. • Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions. • Annual review and revision of Upper Tier Policies and Procedures • Provide weekly updates to VP, FM.

• Own the development of the product strategy and vision supported by internal and external analysis. • Understand and validate user pain points, unmet needs, and workflow gaps through user research, interviews, and data analysis. • Engage in creating business cases for new products and ideas, demonstrating their potential value. • Maintain the product roadmap, ensuring alignment with strategic goals and measurable outcomes. • Connect stakeholders’ interests to project goals, influencing and negotiating to align expectations and develop mutually beneficial plans. • Ensure that requirements are accepted and collaborate closely with architecture, engineering, design, and business stakeholders to ensure shared understanding of product objectives and desired outcomes. • Consider the impact of the product or initiative on stakeholders and actively manage their expectations regarding possibilities, deviations, and risks. • Oversee non-technical features, prioritization sequences, and communicate these to horizontal teams. • Identify user groups, establish feedback loops, and seek clarity from relevant stakeholders as needed. • Utilize tools to gather and analyze product performance data, such as user engagement and satisfaction, to inform feature enhancements. • Develop and execute go-to-market strategies including, but not limited to internal communication, release notes, training materials, and product demos. • Analyze and understand the desired experience of target users, developing solutions to address gaps in the product/platform experience. • Provide guidance on identifying common usability issues and assign severity levels. • Integrate various inputs, decision criteria, and trade-offs to make effective decisions. • Present clear, fact-based recommendations persuasively. • Provide candid, constructive feedback to team members and stakeholders.

• Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns, with specific attention to capital contribution adjusters, capital accounts and investor IRR. • Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules. • Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date. • Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management and make recommendations to VP Fund Management. • Coordinate and manage Fund audits, tax returns, and investor K-1 preparations. • Manage quarterly reporting obligations, investor requests, and annual analyses of Fund reserves. • Collect, maintain and analyze data for annual Syndicator Assessment reports. • Collaborate with Asset Management department and manage workflow with support from Berkadia’s Global Production team (remote office in Hyderabad, India).

• Provide superior client service in mortgage banking • Collaborate with investment sales and servicing platforms • Utilize technology and capital relationships for client solutions • Drive innovation in the commercial real estate sector

Role Description Are you looking for the opportunity to make an impact? Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. We Innovate to shape the future of CRE, so in this role you will: - Be Backed by the Best. Be Berkadia. We Stand for Excellence, so to achieve success in this role you should have: - We believe People Matter, so we offer benefits that go beyond: Benefits - Monthly paid volunteer hours and donation matching to benefit our communities - Employee Resource Groups that help you grow with us - Fertility and family planning services - Up to 12-weeks of fully paid parental leave - Mental health care, including free counseling sessions - We'll help you fund your learning journey with generous tuition reimbursement - Pet insurance discounts - And more! Company Description Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com. You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

• Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations. • Analyze and interpret complex Regulatory Agreements • Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics. • Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients. • Will occasionally present and support analyses to clients. • Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients. • Active research, writing, and proofing of market intelligence for marketing materials. • Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner. • Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment. • Utilize market intelligence to craft the story for the deal. • Other duties as assigned.

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance? Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia. The Senior Financial Analyst is an expert on market elements that impact Affordable Multifamily Commercial Real Estate and performs in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets. The Senior Financial Analyst will help the Investment Sales Advisors with financial analysis, research, and the preparation of market data to be utilized in client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, and excited about getting involved in a rapidly growing company. The role will have a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application. We Innovate to shape the future of CRE, so in this role you will: - Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations. - Analyze and interpret complex Regulatory Agreements - Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics. - Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients. - Will occasionally present and support analyses to clients. - Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients. - Active research, writing, and proofing of market intelligence for marketing materials. - Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner. - Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment. - Utilize market intelligence to craft the story for the deal. - Other duties as assigned. We Stand for Excellence, so to achieve success in this role you should have: - Must have direct LIHTC (Low Income Housing Tax Credit) experience. - Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts. - Comfortable taking charge and dealing with ambiguity to achieve successful outcomes. - Excellent interpersonal skills with strong internal and external customer service skills. - Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure. - Ability to analyze and interpret complex Regulatory Agreements - Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas. - Experience with data analytics such as demographics, competitors, industry and real estate trends, etc. - Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders. - Strong work ethic with the ability to work independently and deliver results with minimal supervision. - Ability to work effectively both as an individual and as part of a team are a must. - Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences. - Must be proficient in MS Office Suite (Outlook, Word, PowerPoint) - Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus. We believe People Matter, so we offer benefits that go beyond: - Monthly paid volunteer hours and donation matching to benefit our communities - Employee Resource Groups that help you grow with us - Fertility and family planning services - Up to 12-weeks of fully paid parental leave - Mental health care, including free counseling sessions: - We'll help you fund your learning journey with generous tuition reimbursement - Pet insurance discounts - And more! Be the Next Big Thing. Be Berkadia. #LI-HF1 #LI-REMOTE Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com. You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.