Capital Asset Manager II overseeing LIHTC investment portfolios for community impact. Responsible for asset performance analysis, compliance assessment, and reporting activities.
Responsibilities
Manage a portfolio of closed debt and equity investments
Analyze and report on asset performance
Recommend timely action on customer requests
Assess project and partnership compliance with Low Income Housing Tax Credit and Historic Tax Credit provisions.
Complete required monthly, quarterly and annual reporting activities
Evaluate proposed annual budgets for trends in income, expenses, cash flow
Perform periodic property site inspections and identify potential issues.
Requirements
Bachelor’s degree from accredited university
5+ years of Low Income Housing Tax Credit (LIHTC) investment experience with focus on asset management preferred.
Basic understanding of Low Income Housing Tax Credit (LIHTC) investments and associated legal/regulatory environment
Strong analytical and problem-solving skills commensurate with experience
Advanced degree or certification (e.g., JD, MBA, CPA, CFA, etc.) or equivalent experience preferred.
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