VP - Investor Relations

The Vice President - Investor Relations will provide transaction and analytical support related to the solicitation and closing of the Company’s LIHTC investments. This role will support both multi-investor fund and proprietary fund formats.

Here’s what you’ll be doing:

Multi Fund Format

·         Assist with tracking multi-fund property pipeline and presentation of prospective properties to CRA-motivated multi-fund investors

·         Assist with multi-fund projections, investor-specific benefit schedules, and assist with the preparation of fund marketing materials

·         Assist with fundraising efforts (distribute marketing materials, follow-up calls / meetings with investors, etc.)

·         Assist with overseeing the property-level review and presentation process (3rd party engagement, deal assignments, internal review process, distribution to investors)

·         Coordinate investor needs, questions, and requests, including: the investor grid process (assignment, review, and distribution), site visits, sponsor diligence / meeting, fund-level and property-level questions, etc.

·         Assist with preparation of fund closing materials (final benefit schedules, final fund projections, and initial capital call)

·         Post-fund closing, track the remaining deals to close into multi funds and coordinate / send investor consent packages

Proprietary Fund Format

·         Pipeline / relationship management of 1-3 proprietary relationship(s)

·         Assist with preparing and / or reviewing initial deal screen presentation packages for proposal investor

·         Assist with the preparation of fund summaries and corresponding benefit schedules as needed throughout the closing process

·         Assist with assembling and reviewing the investment materials and due diligence packages to help facilitate an investor site visit, investor committee package, and/or deal closing

·         Liaise across internal departments (Acquisitions, Portfolio Management, Credit) to assist with answering deal specific or general investor questions

Other

·         Establish and maintain good working relationships with investors of affordable housing

·         Establish and maintain good working relationships with fellow colleagues

·         Assist project teams with special projects as needed

What we’re looking for:

·         Undergraduate degree with a preference of a BS in Finance, Accounting , Economics, Real Estate or Urban Planning; further preference of experience with real estate underwriting

·         Five years of industry experience

o    Ideally, 2-3 years directly related experience

·         Experience and high level of understanding of financial modeling in Excel required

·         Knowledge of real estate terminology and concepts required

·         Knowledge of LIHTC required, knowledge of community development lending a plus

·         Strong financial and analytical skills, relationship management skills and writing skills

·         Outstanding analytic and organizational skills, a high degree of intellectual curiosity

·         Demonstrable passion for supporting a growth organization; hands-on approach with high integrity and desire to work in a dynamic environment

·         Collaborative and flexible style, with a strong service focus

·         Ability to balance competing priorities and tight deadlines

·         Well organized and self-directed individual capable of performing with limited oversight