Supports the oversight of a portfolio of Low-Income Housing Tax Credit (LIHTC) investments on behalf of the equity partner, with a primary focus on assets in the final three years of the compliance period.
Assists Senior Asset Managers in protecting and optimizing equity value by evaluating both equity performance and credit risk across the portfolio.
Reviews property operations, financial performance, and compliance status.
Conducts site inspections and supporting travel-based asset reviews.
Analyzes investment health and prepares internal assessments.
Partners closely with senior team members.
Oversees limited portfolios and/or routine Borrower requests and inquiries for securitized CMBS, Agency, SASB, SFR or other portfolios comprised of loans secured by income producing commercial real estate.
Monitors and reports on watch list assets.
Reviews financial statements, loan covenants, market, and economic data to determine the economic and/or compliance impact.
Assesses property inspections for watch lists determinations and further escalation to internal partners.
Reviews and responds to external party inquiries related to the assigned portfolios while adhering to established compliance procedures.
Collaborates effectively with internal business partners to aid with cross-departmental decision making.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Requires strong analytical skills, attention to detail, and the ability to support asset management activities across the lifecycle of LIHTC investments.
Bachelors
Preferred Qualifications
May possess a working knowledge of commercial real estate, industry terminology and real estate capital markets.
Asset Management
Decision Making
Financial Accounting
Financial Management
General Ledger (GL)
Investment Management
Revenue Recognition
Accuracy and Attention to Detail
Data Gathering and Reporting
Decision Making and Critical Thinking
Effective Communications
Financial Statement Analysis
Flexibility and Adaptability
Investment Reporting
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