Portfolio Asset Manager

Pegasus Staffing Partners; Nashville (TN); On-site; USD 90,000 - 140,000; Full time

Job summary

Pegasus Staffing Partners in Nashville seeks a Portfolio & Asset Manager to oversee LIHTC investments from construction through lease-up and operations, ensuring compliance and strong financial performance. The role requires highly organized, analytical, and relationship-driven candidates who can coordinate with internal teams and external partners to protect investor capital.

Key duties include reviewing tax-credit documentation, monitoring lease-up progress, preparing investor reporting, and

Qualifications

• Bachelor’s degree in accounting, finance, real estate, business, or a related field.
• Three to five years of experience in LIHTC, affordable housing, tax-credit syndication, real estate asset management, or a closely related field.
• Experience reviewing or working with LIHTC documentation, including cost certifications, Form 8609s, state eligibility documentation, tax-credit projections, construction draws, and/or investor reporting.

Responsibilities

• Oversee the performance, compliance, and financial health of an assigned LIHTC portfolio throughout each asset’s lifecycle.
• Monitor properties during construction and lease-up by reviewing construction draws, capital requests, project updates, and other supporting documentation.
• Serve as a primary point of contact for developers, general partners, property management companies, and other external partners following project closing.
• Review tenant files and supporting compliance documentation based on property-level risk assessments.
• Partner with property management compliance contacts to collect required forms, certificates, and other documentation.
• Analyze lease-up progress, construction timelines, and anticipated placed-in-service dates to prepare tax-credit projections.
• Review and approve cost certifications, Form 8609 documentation, state eligibility statements, and other LIHTC-related deliverables.
• Review property-level tax returns, interim financial statements, and audited financial statements.
• Evaluate operating results, financial trends, budget-to-actual variances, liquidity, and other performance indicators to identify risks and opportunities.
• Prepare investor reporting, including quarterly construction and lease-up memorandums, project summaries, and other internal and external reporting.
• Manage the collection of asset management fees through the company’s real estate database.
• Review project documentation for consistency with closing pro formas, partnership agreements, due-diligence materials, and other closing documents.
• Coordinate with underwriting, tax, finance, acquisitions, and other internal teams to provide portfolio data and support ongoing reporting requirements.
• Build and maintain strong, long-term relationships with development and operating partners while proactively identifying and resolving issues.

Skills

Analytical thinking

Relationship management

Attention to deadlines

Education

Bachelor’s degree in accounting, finance, real estate, or business

Job description

Portfolio & Asset Manager

Affordable Housing / LIHTC Portfolio

We are partnering with a well-established real estate investment platform to identify a Portfolio & Asset Manager to oversee a growing portfolio of Low-Income Housing Tax Credit (LIHTC) investments. This individual will play a key role in managing properties from construction through lease-up and ongoing operations, with a focus on protecting investor capital, maintaining compliance, and optimizing the financial performance of each asset.

The ideal candidate is highly organized, analytical, relationship-driven, and comfortable managing multiple projects and deadlines in a fast-paced environment. This is an opportunity to work closely with internal tax, finance, underwriting, and acquisitions teams, as well as external development partners, property management companies, and investors.

Key responsibilities:

• Oversee the performance, compliance, and financial health of an assigned LIHTC portfolio throughout each asset’s lifecycle.
• Monitor properties during construction and lease-up by reviewing construction draws, capital requests, project updates, and other supporting documentation.
• Serve as a primary point of contact for developers, general partners, property management companies, and other external partners following project closing.
• Review tenant files and supporting compliance documentation based on property-level risk assessments.
• Partner with property management compliance contacts to collect required forms, certificates, and other documentation.
• Analyze lease-up progress, construction timelines, and anticipated placed-in-service dates to prepare tax-credit projections.
• Review and approve cost certifications, Form 8609 documentation, state eligibility statements, and other LIHTC-related deliverables.
• Review property-level tax returns, interim financial statements, and audited financial statements.
• Evaluate operating results, financial trends, budget-to-actual variances, liquidity, and other performance indicators to identify risks and opportunities.
• Prepare investor reporting, including quarterly construction and lease-up memorandums, project summaries, and other internal and external reporting.
• Manage the collection of asset management fees through the company’s real estate database.
• Review project documentation for consistency with closing pro formas, partnership agreements, due-diligence materials, and other closing documents.
• Coordinate with underwriting, tax, finance, acquisitions, and other internal teams to provide portfolio data and support ongoing reporting requirements.
• Build and maintain strong, long-term relationships with development and operating partners while proactively identifying and resolving issues.

Qualifications:

• Bachelor’s degree in accounting, finance, real estate, business, or a related field.
• Three to five years of experience in LIHTC, affordable housing, tax-credit syndication, real estate asset management, or a closely related field.
• Experience reviewing or working with LIHTC documentation, including cost certifications, Form 8609s, state eligibility documentation, tax-credit projections, construction draws, and/or investor reporting.
• Strong understanding of real estate financial statements, property-level performance analysis, and affordable-housing program requirements.
• Excellent written, verbal, presentation, and interpersonal communication skills.
• Proven ability to manage multiple priorities, work independently, and meet time-sensitive deadlines.
• Proactive, solutions-oriented approach with strong analytical and problem-solving skills.
• Ability to work effectively both independently and collaboratively across internal teams and external stakeholders.

Preferred background:

• Experience in LIHTC asset management, tax-credit syndication, affordable housing investing, development, underwriting, or property operations.
• Familiarity with construction monitoring, lease-up reporting, investor reporting, and partnership-level documentation.
• Experience managing relationships with developers, general partners, property management companies, and/or institutional investors.

Why this opportunity

This role offers meaningful exposure to the full lifecycle of LIHTC investments - from construction and lease-up through stabilized operations - within a collaborative platform that values strong relationships, thoughtful risk management, and professional growth. The successful candidate will have the opportunity to take ownership of a portfolio, work directly with experienced industry professionals, and build long-term expertise in affordable housing asset management.

Form 8609 is central to LIHTC allocations and certification, and cost certifications generally support the eligible-basis determination used in the tax-credit process; for that reason, I retained those terms in the posting but framed the work as reviewing and managing documentation rather than personally issuing those forms.