VP Portfolio Management

$100,000 - $135,000 yearly
  • The Paulsen Group
  • Remote (USA)
  • Aug 27, 2021
Full time LIHTC Syndicator

Job Description

Reporting to the Director | Portfolio Management, the Vice President | Portfolio Manager will be responsible for interacting with developers and investors regarding all asset management functions.

His/her responsibilities will include:

  • All functions related to the management of a portfolio of low-income housing tax credit assets, including properties in the following lifecycles: construction, pre-stable, stable and watchlist. Functions include: construction monitoring, calculating tax credit adjusters, lease up monitoring, tax credit compliance (in conjunction with in-house expert), facilitating permanent loan conversions, review of financial data (including budgets, monthly & quarterly financial results, and annual audits & tax returns), insurance monitoring, etc.;
  • Preparation of property reports for internal and investor purposes;
  • Performing real estate site visits;
  • Overseeing capital contributions for assigned properties; and
  • Contributing to the company’s efforts with the development and fulfillment of its proprietary database.


Job Qualifications and Competencies: 

  • Bachelors Degree in Finance, Real Estate, Accounting or other relevant areas of study is preferred;
  • Minimum five years directly related experience;
  • Low Income Housing Tax Credit (LIHTC) experience and expertise;
  • Proficiency in Microsoft Office including Excel;
  • Excellent communication, decision making, analytical, organizational and interpersonal skills.
  • Capable of working independently within an overall asset management group;
  • Attention to detail, thorough and results driven; and