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CREB Asset Manager

Boston, Massachusetts;

Job Description:

Role Overview:

Asset Manager provides transactional support to a client service team, such as due diligence, basic analysis, document review and closing issues. Manage an existing Indirect Multi-Investor portfolio of assets to include financial analysis and ongoing monitoring of portfolio. Responsible for the oversight and management of Indirect Multi-Investor Funds.  A key job function  is to analyze, negotiate and work with counsel on partnership amendments; Work with general partners on (and consultant, if needed) any compliance issues and maintains a strong relationship with the general partner.

Functional Role Description:

  • Actively manage existing Indirect Multi-Investor Funds through routine monitoring activities
  • Review quarterly reporting
  • Complete Multi-Investor Annual Review
  • Complete K1 Reviews
  • Complete Audit/Tax Return Waivers
  • Complete Equity Confirmations
  • Works with Equity Administrators to maintain accurate data in TEAMs and CREB EF

Role Qualifications:

  • BA/BS preferred
  •  3-5 years Asset Management Experience
  • 3+ Years in LIHTC Industry
  • Strong Understanding of income statements
  • Strong understanding of capital accounts
  • Strong understanding of LIHTC benefit schedules
  • Ability to identify and find resolution to compliance issues
  • Has completed 1 LIHTC compliance course

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20031526

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus: