CIC Asset Manager III
Core
Manage a portfolio of closed debt and equity investments, specifically focusing on Low Income Housing Tax Credit (LIHTC) and Historic Tax Credit (HTC) assets.
Role type
Senior IC asset manager (tax credit investments)
Builds
Investment portfolios for bank/investors
Domain
Real estate finance + affordable housing tax credits
Required skills
Tax credit investment analysis, risk assessment, financial reporting, budget evaluation, site inspection, regulatory compliance monitoring
Preferred skills
LIHTC/HTC/NMTC expertise, limited partnership agreement knowledge, construction/lease-up monitoring, regional economic trend analysis
Technologies
Financial modeling tools, reporting software, partnership management systems
Responsibilities
Monitor equity investment value and loan risk factors; assess project compliance with tax credit provisions; complete monthly/quarterly/annual reporting and performance reviews; evaluate annual budgets and construction progress; perform periodic property site inspections.
Seniority
Senior, hands-on IC with mentorship responsibilities