What are the responsibilities and job description for the Analyst position at Hageman Capital?
About the Firm
Hageman Capital is a specialty finance firm that acquires developer-backed tax increment financing (TIF) bonds from commercial real estate developers. A subsidiary of Hageman Group, a multi-generational family office, the firm operates on permanent capital with an institutional underwriting and credit discipline.
Our Analysts support the full deal lifecycle (underwriting, diligence, investment committee, and post-close asset management) and are central to the firm’s data and reporting infrastructure. This is a high-exposure position reporting into the acquisitions team with direct visibility to firm leadership.
- Build and maintain financial models for TIF bond acquisitions, including assessed value projections, tax increment forecasts, debt service, and return analysis.
- Prepare investment committee memos and supporting analysis for prospective transactions.
- Execute due diligence across acquisitions, including developer creditworthiness, lien position, project economics, and structural review.
- Manage pipeline and deal data in the CRM (HubSpot).
- Monitor portfolio assets post-close, tracking increment performance against underwriting and identifying variances.
- Contribute to the buildout of standardized performance-tracking and reporting infrastructure.
- Bachelor’s degree in finance, economics, accounting, or a related field.
- Strong financial modeling skills (advanced Excel) and precision with numbers and assumptions.
- Clear, concise written communication with the ability to translate analysis into decision-ready memos.
- High attention to detail and comfort owning data accuracy across multiple systems.
- 1–3 years in a quantitative finance role: CRE finance, credit, or institutional asset management.
- Familiarity with TIF, structured credit, or commercial real estate underwriting.