A Project Analyst with UPholdings works to bring projects from the earliest phases of predevelopment to financing applications and eventual contract closing. During this process, the Project Analyst is responsible for a number of related initiatives, including:

• Site assessment and preliminary scoring under various financing programs, such as LIHTC, AHP, and local and state funding sources;

• Preparing application materials, including drafting responses to RFQs/RFPs and interfacing with third- party vendors;

• Financial feasibility assessment and pro-forma building;

• Drafting documents such as “Memorandum of Understanding” with partners, and “Letters of Intent” for real estate acquisitions; and

• Coordinate with supportive service providers and other key partners;

During the financing phase, Project Analyst coordinates with company leadership and third-parties to assure that all third-party materials and internal planning documentation align with the applicable State’s Qualified Allocation Plan, or other controlling criteria. Project Analysts ensure projects meet the requirements and application processes of tax credit allocations, AHP grants, CSH Project Initiation Loans, HOME Loans, etc., and are occasionally responsible for presenting in front of advocacy groups, community members, and local governing bodies.

Finally, Project Analyst will work with our Operations Staff to ensure projects are realistically modeled and budgeted for, as well as to transition predevelopment details to our operations team managing construction.