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Vetted Talent

We've found and vetted talent across the spectrum of professions, skills, and experiences in our practices areas. We only include top industry-specific professionals across the US, who we’ve hand-picked as part of our invite-only selection process.

 

Real Estate

Affordable, Workforce & Senior Housing     

Tax Credits

LIHTC, NMTC, Historic, Film, & Renewable Energy

Impact-Investing & Sustainability

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Please Note: 

KM’s Web Design & Development Company is building us an all new proprietary website platform. This will serve to more systematically display profiles of industry-specific, qualified professionals, which we have already begun including here on our current legacy site. Our new site will allow for advanced keyword and category searches and integrate with our database through a Career Profile Portal. At present, profiles are generally listed in increasing seniority level as you scroll down. The go-live date for KM's new Website Platform is targeted for October 2020.

Profile ID #16587

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Entry-level Asset Management/Operations/Development Professional  
Professional Profile 
•    Seeking an opportunity focused in the Affordable Housing sector
Qualitative and Quantitative Achievements
•    2 years of hands-on experience in commercial Property Management
•    Successfully managed a book of business of 70-80 accounts for a global leader in the commercial Real Estate industry
•    Conducted tours for potential clients and led negotiations for existing clients resulting in ~$900,000 in total contract value
•    Developed positive relationships with clients and worked collaboratively with co-workers across the organization to ensure positive client experience
•    Proposed and presented a new product offering for building to retain clients
•    Managed operational requests, move-ins, move-outs, and inventory for a 61,000 square foot office building
•    Maintained relationships with landlords and 50+ vendors
•    Led quarterly focus groups to collect data on products and create reports for upper management
Primary Responsibilities, Core Competencies & Strengths 
•    Consistently relied upon for training and mentoring new hires on company practices, operations and event coordination, and best practices for client management
•    Primary core competencies: account management, vendor management, property management, client negotiations, P&L budgeting
•    Software: Microsoft, Google, Zendesk, Gainsight, RevStar and Salesforce products
Promotions, Awards, & Recognition 
•    Promoted after 9 months for exceeding job responsibilities and goals
•    Promoted laterally to take on additional job functions of a colleague moving to a different department
•    Recognition/Awards: 2019 “Team Player” Award for willingness to take on managerial tasks and responsibilities while Manager was out of office for over a month
Education, Professional Certifications & Designations 
•    BA in Urban Studies with GIS minor from Top 5 U.S. Public Institution ranked by US News, Cum Laude, 3.7 GPA
•    Completed study abroad program with top Global City Planning institution
Current Geographic Location
•    Recently relocated; West – Mountain Plains

Profile ID #16529

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Asset Management/Portfolio Management Associate

Achievements:

  • Asset and Portfolio Manager for primarily Affordable Housing portfolio with over $3bn in AUM in geographies throughout the US through private equity, Tax Credit equities, and debt investments

  • Performed due diligence for upsize opportunities on existing $100mm+ sized projects/investments in portfolio for debt, tax credit, and conventional private equity investments in various asset classes (mixed-income multifamily, retail, office)

  • Successfully executed strategic OA/Loan amendments with operating partners to navigate COVID-19 pandemic

  • Led the periodic forecast of the multi-billion-dollar 3-year+ budget using financial models based on expected investment commitments, performance/projected cash flows of existing assets, and market assumptions

Core Competencies:

  • Financial modelling various scenarios for Real Estate private equity, Tax Credit equity (LIHTC, NMTC, HTC), and loans; includes experience incorporating complex JV waterfall structures, tax abatement/structures (i.e. Opportunity Zone investments), follow-on investments

  • Quarterly valuation marks of existing assets and projecting pro-forma cash flow and returns based on latest business plan and asset performance

  • Preparing high-level and in-depth materials for investment committee, business planning meetings, and other senior management reviews

  • Due diligence and analysis of development/business plan from LP perspective, including comp set analysis, construction budget and fit out review, review of proposed operating partners, and strategy of development plan

Priorities/Primary Interests in New Opportunity:

  • Primarily looking to gain experience in an investing/acquisitions role or transition to another heavy asset management role.

  • Interested in debt, Tax Credit equity, with a primary focus in private equity

  • Looking at roles that require financial modelling for pipeline and existing assets, engaging in public/private partnerships, developing transaction structures, and complex analysis of business/development plan

  • Open to all US geographies in the mixed-income/Affordable Housing space, in addition to other asset types including retail, office, industrial, mixed-use, etc.

Education & Promotions:

  • BBA in Finance from a “Public Ivy” University

  • Promoted twice in 2 years

Open To Relocation:

  • Yes – interested in NYC or DC area

Profile ID #9326

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Senior level Asset Management Professional

•    “Public Ivy” education from a university recognized nationally as “one of the most outstanding undergraduate institutions”

  • Bachelor of Science – Applied Science: Business Analysis and Automation

•    Strong Asset Management experience including time spent as Director of Asset Management, AVP – Asset Management, Operations Director, Project Manager, and Senior Asset Manager
•    Property Management experience including Project Manager, Operations Director, District Manager, Internal (Managerial) Audit Manager, Lead Bookkeeper
•    C3P Affordable Housing/LIHTC certification by Spectrum Enterprises, continual program-level certification since 1998
•    Recognized as system expert for Asset Management platform: Responsible for the assessment and selection of unified Asset Management platform, and for the design, development, and implementation of an Asset Management package and subsequent user training
•    Recognized as market expert for expansion into new state
•    Managed millions of dollars in real estate investments portfolios, ranging from 20 to 120 multi-family apartment communities.  
•    Developed and improved operational structures, systems, and processes, and developed accompanying documentation and training for various departments and companies ranging in size from a small property management company to a large nationwide asset management department.
•    Strengths include Section 42 program, LIHTC, and Affordable housing including multifamily apartment operations management and investment portfolio management, financial reporting, budget, pro-forma review, & policy and procedure development​

Profile ID #12472

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Senior Asset Management Professional

  • Successfully managed a portfolio of 40-50 affordable multifamily loans (LIHTC 4%/9% projects, acquisition-rehab, & new construction) and one hotel (over $200 million in debt) to ensure that assigned loan portfolio maintains acceptable credit quality, adheres to company policies and procedures, and conforms to regulatory requirements

  • Developed good working relationships with clients and worked collaboratively with colleagues at all levels across the company to ensure a high level of responsiveness and client relationship management

  • Performed portfolio monitoring activities to include timely completion of annual reviews for approximately 15 client relationships, quarterly trending reports, and other regular borrower/guarantor/project financial analyses  

  • Successfully managed a $48MM underperforming hotel loan, including a $4MM paydown to bring the loan back into compliance, which eventually led to the loan being refinanced and paid off

  • Presented on quarterly portfolio review calls with senior management and credit, lead client calls, and acted as a liaison between production and credit

  • Reviewed and approved construction draw funding packages and worked closely with construction disbursement team to ensure that all company guidelines are observed, loan remains in balance, and interest reserve remains adequate

  • Proactively identified and managed underperforming assets (“watch list”) within portfolio and provided recommendation on risk mitigating structures when applicable

  • Reviewed loan documents, limited partnership/operating agreements and other legal documents, including covenant and guaranty structures to verify all conditions are being met

Primary Responsibilities, Core Competencies & Strengths

Leadership

  • Consistently relied upon for training and mentoring new asset managers on company processes, credit policy, and best practices for portfolio and client management  

  • Contributed time and focus to improving processes and systemization, all as a means of improving team productivity and efficiency, which resulted in time savings of several hours per week for asset managers work. More specifically, significantly contributed to the development of the Asset Management procedural manual, by means of submitted several procedural white papers

Finance

  • Leading the asset management process and involved in every aspect of a project post closing; takes deal from project manager after closing, oversees project during the construction phase and reviews monthly draw packages, assesses property performance and risk profile, reviews quarterly and audited financial statements within 10 days of receipt, prepares annual relationship reviews for management and credit partners, collaborates internally on client issues to arrive at a resolution acceptable for all parties, and manages a project through the life of a loan

Promotions, Awards, & Recognition

  • Promoted 3 times in 5 years into roles of increasing responsibility

  • Recognition/Awards: 2017 “Team Player” Award for diligent work and collaboration on the business lines largest transaction in 2016  

  • Recognition/Awards: 2019 “Deal of the Year” Award for effectively managing an underperforming (“watch list”) $48MM hotel loan

Education, Professional Certifications & Designations  

  • Bachelor of Science in Business Administrations with an emphasis in Corporate Finance and Real Estate

  • 3.40 GPA

Professional Endorsements and/or Reference Quotes

  • ”Congrats on your anniversary with the company and thanks for the difference that you have made. Your proactive work with customers and our credit partners is very much appreciated.”

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Profile ID #16527

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Senior level Asset Management Professional/Team Leader

Personal Profile:

  • Most recent 6 years focused in Low Income Housing Tax Credits for a best in class Syndicator

  • 15 years of Real Estate investment experience, 12 years of Asset Management experience

    • 6 years with Agency and CMBS multifamily mortgage servicer and 6 years in LIHTC

  • HCCP certified

  • Responsible for overseeing a team that manages 150+ multi-family properties totaling over 2,400 units spanning the US and its territories through guiding and coaching the team to deliver quality analysis and reporting while working to enhance General Partner and Investor relationships

Primary Responsibilities, Core Competencies and Strengths:

  • Lead and develop a small team of Asset Managers and Analysts overseeing a LIHTC portfolio consisting of 150+ multi-family properties in the United States

  • Experience with Section 42 program, Market Rate and Affordable Housing properties

  • Monitoring construction, due diligence, lease‐up, loan conversion, stabilization of asset, analyzing monthly financial statements, coordinating and conducting site inspections, pro-forma modeling, Section 42 non-compliance issues and special requests (refinancing, management changes, General Partner substitution, legal action, partnership restructuring)

  • Work closely with clients (General Partners, management agents), Investors, lenders, Senior Management and internal departments including Acquisitions, Portfolio Management, Finance, Engineering and Dispositions to manage the portfolio

  • Review and monitor quarterly and annual operational reports, quarterly investor write-ups and evaluate Partnership performance and operational strategies

  • Utilized as a leader and resource to the department, collaborated on improving internal policies and procedures

  • Relied upon for training, mentoring and coaching within the department

  • Researched, vetted and presented a Vendor to Executive Management that could help us to create and develop a proprietary site visit platform

  • Drove the project management and creation of a web based site visit platform

Current Geography

Northeast 

Priorities/Primary Interests in New Opportunity:

Asset Management, advancement opportunity, continued skill development

Promotions, Awards, & Recognition:

Promoted 3 times in 6 years, each into roles of increasing responsibility

Education, Professional Certifications & Designations:

Bachelor of Science in Business Administration with an emphasis Finance and Real Estate from a Top 25 Public University

KM Search Partners is a National Executive Search and Professional Recruiting Firm. KM Search Partners provides professional and C-level executive search for Real Estate, Development, Investment Management, and Infrastructure as well as related Finance and Business Services Nationally. KM Search Partners provides Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). KM Search Partners provides executive search in Denver across multiple industries. KM Advisory Services provides values-based knowledge management consulting that enhances organizational performance and optimizes long term value. Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). Executive Search and Professional Recruitment for Multifamily and Commercial Real Estate. Affordable Housing Executive Search and Recruitment. Affordable Housing Recruiting. Recruiting for Affordable Housing. Affordable Housing Search Firm. Low Income Housing Tax Credit Executive Search. LIHTC Executive Search Firm. LIHTC Recruiting. Affordable Housing Executive Search Firm. Low Income Housing Tax Credit Executive Search Firm. Affordable Housing Jobs. Affordable Housing Careers. Jobs in Affordable Housing. LIHTC Jobs. Jobs in LIHTC. Careers in LIHTC. 

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