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Berkadia

Built for the now. And the next.

Tax Credit Investor Relations Director

TaxTaxFull TimeRemoteLeadTeam 1,001-5,000Since 2009H1B SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

12 days ago

Salary

Not specified

Seniority

Lead

Bachelor Degree5 yrs expEnglish

Job Description

• Develop and Maintain relationships with LIHTC investors. • Act as main point of contact for and manage investment closings into LIHTC funds, and support teammates doing the same. • Collaborate with Acquisitions and Fund Management in fund structuring, setting fund parameters, developing timelines and property lists, tracking CRA commitments and monitoring fund characteristics from the investors’ perspective. • Recommend related process improvements that enhance interdepartmental coordination. • Coordinate internally and with external counsel on the formation of upper tier legal documentation. • Manage investor due diligence process - coordinate with Fund Management in completing investor due diligence templates and with Acquisitions/Underwriting in responding to investor due diligence requests/inquiries. • Manage investor closing process - coordinate with investors and external counsel in the negotiating and delivery of upper tier fund-related legal documents, gather and track all investor required documents for closing. • Act as main point of contact for all communications with investors during the due diligence and closing process. • Communicate regularly with internal departments (Acquisitions, Underwriting, Fund Management) throughout the fund due diligence and closing process. • Provide timely, efficient and quality responses to investor inquiries. • Understand each investor’s business, legal and regulatory approval processes and timing of each. • Assist with upper tier business and legal due diligence and closing processes when on-boarding new proprietary investors as needed. • Manage individual proprietary funds as opportunities arise. • Participate in capital raising efforts as needed. • Possess a high level of knowledge of LIHTC program, gain knowledge of Berkadia’s history, performance and overall structure, and stay current on knowledge regarding LIHTC market and trends. • Represent Berkadia at industry conferences and investor meetings, and attend Berkadia company meetings as needed.

Job Requirements

  • Bachelor’s degree and 5 or more years of prior housing tax credit equity experience.
  • Experience closing tax credit equity funds, including multi-investor funds.
  • Strong communication and excellent writing skills with an ability to interact with individuals in senior-level positions within financial institutions.
  • Exceptional organizational skills and an ability to prioritize and handle multiple tasks simultaneously in a fast-moving environment.
  • Possess good negotiation skills.
  • Collaborative nature and ability to work with a team while maintaining accountability and responsibility for goals as an independent individual.

Benefits

  • Monthly paid volunteer hours and donation matching to benefit our communities
  • Employee Resource Groups that help you grow with us
  • Fertility and family planning services
  • Up to 12-weeks of fully paid parental leave
  • Mental health care, including free counseling sessions:
  • We'll help you fund your learning journey with generous tuition reimbursement
  • Pet insurance discounts
  • And more!

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