Own day-to-day management of assigned investor relationships
Independently close proprietary transactions and guide multi-investor fund placements
Coordinate bid authorization, investor due diligence, and closing processes with internal and external stakeholders
Serve as the primary point of contact for investor inquiries
Maintain strong communication cadence; capture evolving investment criteria
Prepare/review investment summaries; lead diligence and partnership agreement reviews; manage closing timelines
Provide support to Managing Director on high volume investor relationships
Liaise with Acquisitions, Underwriting, Credit, Legal, and Asset Management
Maintain pipeline reports and property templates; uphold data integrity
Provide guidance and feedback to Assistant Directors; contribute to training content and SOP improvements

Bachelor’s degree in Business, Finance, Accounting, Urban Planning or related field
5+ years LIHTC underwriting and/or LIHTC fund execution experience
Strong understanding of LIHTC structuring and investor underwriting processes
Advanced Excel modeling
Strong written and oral communication
Salesforce familiarity preferred
Must obtain or hold FINRA SIE, Series 22, and Series 63 licenses

Dental, health, and vision care plans
Family-building benefits, such as adoption and surrogacy support
Flexible work arrangements
Health advocacy
EAP and mental health benefits
Financial education
Wellness programs
Auto-enrollment in the company's 401(k) plan with employer matching contributions
Learning and development opportunities, including tuition reimbursement for job-related courses and certifications

Director, Investor Relations

Key skills