Director of Business Portfolio Management at Sun Life focusing on portfolio management and team leadership. Collaborating with stakeholders to drive strategic initiatives and reporting.
EP
Hybrid Senior Director, Investor Relations
Posted yesterday
About the role
- Senior Director managing investor relationships for low-income housing investments. Leading investor strategy and overseeing investor relations processes within a nonprofit organization.
Responsibilities
- Build investor coverage plans and fundraising priorities; translate investor underwriting standards into placement strategy
- Maintain senior-level relationships; negotiate business terms; articulate risks and mitigants with executive presence
- Oversee diligence checklists, partnership agreement negotiation, closing timelines, pricing decisions; approve final materials
- Provide support to Managing Director on high volume investor relationships
- Ensure accurate disclosure of strengths, risks, mitigants; steward pipeline and portfolio analytics
- Coach Directors and Assistant Directors; lead annual investor meetings and portfolio reviews
- Identify and implement process improvements; standardize templates and SOPs; monitor data quality and control points
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Urban Planning or related field
- 7+ years LIHTC underwriting and/or executing proprietary/multi-investor fund closings
- Deep understanding of LIHTC deal structuring and investor role
- Deep understanding of the business of syndicating housing credits and partnership fund management
- Exceptional communication and leadership skills
- Advanced Excel modeling
- Salesforce familiarity preferred
- Must obtain or hold FINRA SIE, Series 22, and Series 63 licenses
- Travel: Up to ~20%
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Learning and development opportunities, including tuition reimbursement for job-related courses and certifications
- Financial education
- Wellness programs
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