CIC Fund Investments Associate
Core
Support the VP, Equity Investment Manager in underwriting and project management of LIHTC fund investments with syndicator partners.
Role type
Associate, Real Estate Investment (LIHTC)
Builds
LIHTC fund investments for the bank
Domain
Real Estate / Affordable Housing / Tax Credits
Required skills
LIHTC underwriting, financial modeling, risk analysis, deal structuring, private placement memorandums, CRA investment goals management, treasury management, Excel modeling
Preferred skills
Tax credit syndications experience, knowledge of other tax credit programs (State/Historic), advanced financial modeling, presentation skills
Technologies
Excel
Responsibilities
Underwrite equity investments for LIHTC funds, act as primary contact with syndicators during underwriting and closing, draft comprehensive investment memorandums, review fund documents, manage CRA investment goals, collaborate with loan origination teams, represent the bank at industry events
Seniority
Associate, entry-to-mid level IC