[Remote] AVP / VP NMTC Asset Manager

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. 20/20 Foresight Executive Talent Solutions is representing a leading private equity firm focused on impact investments. The AVP, NMTC Asset Manager will oversee a portfolio of debt investments, managing various aspects from origination to compliance, while supporting the firm’s mission to benefit low-income communities through strategic investments. Responsibilities • Manage a portfolio of investments, including reviewing construction draw requests, assessing financial performance of borrowers, conducting annual outreach calls/site visits, and corresponding regularly with borrowers displaying signs of weakness and increased risk • Collect and review financial statements from borrowers and partners • Prepare, collect, analyze, and report information relating to the performance of each deal to investors and the CDFI Fund • Participate in the assessment of policies and procedures to continually improve process efficiencies • Review and assist in the underwriting of proposed investments • Review all program compliance with New Markets Tax Credit Program ensuring qualifying program parameters are met, reasonable expectations and legal alignment • Assist with deal closings: attend weekly conference calls, track closing Smartsheet, ensure proper onboarding, and collaborate internally to resolve issues proactively Skills • Bachelor's degree in finance, accounting, business, economics or another related field • 3-5+ years of accounting, asset management, underwriting or financial analysis experience in LIHTC or general real estate • Ability to work under tight deadlines, manage proprieties and complete assigned tasks with minimal management follow-up • Keen analytical skills and attention to detail with strong financial skills and knowledge is essential • Experience in collaborating across teams while working independently remotely is required • Desire to be part of a mission driven, impact investing fund • Experience in New Market Tax Credits (NMTC) and CDFI funds preferred • Experience in private equity fund reporting and fund compliance • Experience in gathering and assessing company financial statements Company Overview • Founded in 1994, 20/20 Foresight is a full-service talent advisory firm that specializes in real estate, financial, and professional services. It was founded in 1991, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is Apply tot his job
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