The Asset Manager function will support various tax credit equity investments including LIHTC, HTC, NMTC, and RETCs
Job Summary
The Asset Manager function will support various tax credit equity investments including LIHTC, HTC, NMTC, and RETCs.
Responsibilities include underwriting new investments, managing the closing process, maintaining the investment portfolio, and ensuring regulatory compliance.
The role requires preparing drafts of internal bank investment approval memos and working closely with Relationship Managers, Legal Counsel, and Credit Administration.
Matching Summary
The Asset Manager function will support various tax credit equity investments including LIHTC, HTC, NMTC, and RETCs.
Salary
$103,900.00 - $173,100.00 Annual
Skills & Requirements
Must-have
Tax credit equity investments
Underwrite investment approval memos
Portfolio maintenance
Annual review memos
Regulatory approvals
Nice-to-have
Strong relationship building skills
Strong stakeholder management skills
Strong customer focus
Key Requirements
Bachelor's degree and 5 years relevant experience or 9 years combined higher education and work experience
Proficient in word processing, spreadsheet, and presentation software