OUR CLIENT

• Rapidly growing Tax Credit Syndicator with a national presence

• Nationally recognized Institutional Investment Management firm focused on Federal and State Tax Credit investments

• Supportive, collaborative, and friendly culture

• Lean, growing team of professionals who are willing to help and teach

• Offers the opportunity to increase your knowledge and get more involved in the beautification of historic landmarks

• 30+ years of experience and success

 

THE OPPORTUNITY

Rapidly growing National Tax Credit Syndicator (Historic & Renewable) is adding a new Asset Manager to their team. This individual will be responsible for managing Historic Tax Credit (Real Estate) investments. This team has had more than $5B in equity invested in the Tax Credit marketplace since its inception. This is the opportunity to work in a supportive and collaborative environment surrounded by a team of sharp, successful professionals who enjoy mentoring and sharing their knowledge and experience.

 

ESSENTIAL RESPONSIBILITIES

• A successful Asset Manager will be organized and efficient and able to apply critical thinking and independent judgment to solve complex problems

• Take a proactive role in managing workload by prioritizing a wide variety of tasks in a fast-paced environment

• Demonstrate prior asset management experience with different asset uses (i.e., multifamily, commercial/retail, hospitality)

• Quickly adopt an understanding of the Tax Credit industry and its general guidelines

• Interpret, filter, and present large amounts of information to different partners in a professional, concise, and clear format

• Exercise strong oral and written communication skills as well as intermediate to advanced Excel skills

• Monitor the historic rehabilitation of Tax Credit investments and report construction issues to management and investors

• Manage the funding process of Historic Tax Credit investments, including proactively tracking the conditions for capital contributions

• Work with Real Estate Developers to obtain operational performance data for their projects; prepare quarterly and annual investor reports

• Track legal documentation with attorneys, investors, and management

• Verify compliance with partnership and operating agreements as well as loan agreements

• Identify and manage potential issues that could result in lower-than-projected project performance or the recapture of Tax Credits and develop potential solutions with management

• Participate in investor communications with the ability to prepare written material and lead conference calls

• Review and manage the drawing process for bridge (construction) loans

• Establish and maintain a good working relationship with all owners, managers, and other partners

• Cultivate an inclusive stakeholder process; develop and maintain relationships across the firm

 

OUR FIRM

KM Partners’ national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historical, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

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If qualified, please contact:

Kelly Erbe | Director

303.495.2109 | kellye@kmcompanies.com