Asset Manager

FamilyForward; St. Louis (MO); Remote; USD 70,000 - 100,000; Full time

Job summary

A leading investment firm in St. Louis seeks an Asset Manager to oversee a portfolio of specialty real estate and renewable energy projects. The role involves managing project performance, ensuring compliance, and supporting the Asset Management department. Candidates should possess a B.S./B.A. degree and 3-5 years of relevant experience, with strong analytical and communication skills. This full-time position offers flexibility for remote work with limited travel.

Qualifications

• 3-5 years of relevant experience in real estate or renewable energy.
• Knowledge of tax credit investing and economic development finance programs preferred.
• Experience in legal document review and basic financial analysis.

Responsibilities

• Manage a portfolio of real estate and renewable energy assets.
• Coordinate capital calls, installments, and loan disbursements.
• Prepare and present portfolio reviews.

Skills

Communication

Analytical

Problem Solving

Attention to Detail

Education

B.S./B.A. degree or higher

Tools

Microsoft Excel

Microsoft Teams

Windows

Job description

Twain Financial Partners (“Twain”) is an investment firm located in St. Louis, MO, with over $4 billion in assets under management within the public-private partnership sector. Our firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain collaborates closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic returns and social benefits.

Position Overview

The Asset Manager is responsible for the proactive management of a portfolio of specialty real estate and/or renewable energy projects across the United States. These investments typically include Historic Tax Credits (HTC), Investment Tax Credits (ITC), Property Assessed Clean Energy (PACE), or Ground Lease Capital. The role requires an in-depth understanding of the underlying project assets and investment structures, including managing project performance, tax credit compliance, financial reporting, and risk management. The Asset Manager will evaluate portfolio performance, ensure compliance with statutory requirements, and support the Asset Management department, reporting to the Assistant Director of Asset Management. This full-time position can be remote or based at our headquarters in St. Louis, MO, with limited travel.

Responsibilities

1. Coordinate capital calls, installments, and loan disbursements.
2. Manage a portfolio of real estate and renewable energy assets to identify and mitigate risks.
3. Analyze and interpret legal documents.
4. Monitor asset performance against underwriting expectations.
5. Develop relationships with developers, investors, and consultants.
6. Ensure timely completion of reporting and deliverables.
7. Prepare and present portfolio reviews.
8. Assist with special projects as needed.

Requirements

• B.S./B.A. degree or higher.
• 3-5 years of relevant experience.
• Knowledge of real estate, construction, tax credit investing, and economic development finance programs is preferred.
• Motivated self-starter with multitasking ability in a fast-paced environment.
• Strong communication, analytical, and problem-solving skills.
• Experience in legal document review and interpretation.
• Basic financial analysis and underwriting skills.
• Proficiency in Microsoft Excel, Windows, and Teams.
• Ability to work independently and as part of a team.
• Attention to detail.