GU
Senior Director overseeing technology engagements from strategy through execution in the Financial Services domain. Enhancing client solutions and mentor technology teams for successful project delivery.
About the role
- Prepare investor templates and pitchbooks for previewing potential investments with sophisticated LIHTC proprietary, multi-fund, and state tax credit investors
- Coordinate with the Production team to ensure accurate information is transmitted in a format that is appropriate for each investor
- Manage investor consent requests from Asset Management including review of request memos from an investor lens, coordination with various internal teams, and timely communication with investors
- Manage investor requests regarding quarterly and annual reporting, tax/audit documents, Know Your Customer requests, syndicator reviews and other ad-hoc requests
- Communicate with existing and new investors to assess current needs
- Support internal steering committee presentations
- Research and disseminate current tax credit industry information including legislative updates, investor CRA assessment areas, federal and state tax credit updates and other information
- Support review of investor partnership agreements for existing and new funds
- Manage investor due diligence requests during the marketing and fund closing process, including: Working with Production and Fund Management teams to address any discrepancies between provided underwriting and investor requirements
- Track timelines for diligence and closing to achieve alignment between internal and external expectations
- With the relationship manager’s guidance, communicate effectively with the investor about the closing process and due diligence materials provided
- With the relationship manager’s guidance, review closing benefits schedules to ensure they are meeting AAM and investor expectations
- Work with the investor to utilize approved share file sites to transmit diligence in an organized manner
- Track investor questions, delegate to appropriate internal parties and ensure responses are provided in a timely manner
Requirements
- Bachelor’s or graduate degree with an emphasis in finance, business, real estate or relevant field and or equivalent experience
- Five years of relevant experience, including three years in the LIHTC industry (Investor Relations, Asset Management or Underwriting), preferably with a tax credit syndicator or investor
- Excellent communication and writing skills
- Effective sales, interpersonal and organizational skills
- Ability to exercise independent judgment and accomplish tasks with little oversight
- Sound investment acumen, team player, and the ability to work under minimal supervision in a dynamic environment
- Proficiency with Microsoft Office, Excel and basic structuring of LIHTC transactions
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
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GU
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