Senior Manager, Investor Relations

National Equity Fund, Inc.; Chicago (IL); On-site; USD 115,000 - 130,000; Full time

Job summary

An established industry player is seeking a Senior Manager for Investor Relations, a pivotal role in facilitating affordable housing investments. This position involves collaborating with diverse teams to prepare high-quality materials for investors, ensuring compliance during the closing process, and providing exceptional service to stakeholders. The ideal candidate will possess strong analytical skills, experience in real estate underwriting, and a commitment to customer service. Join this innovative firm and contribute to impactful projects that create sustainable affordable housing solutions across the United States.

Qualifications

• 3-5 years’ experience in real estate underwriting or credit analysis.
• Strong analytical skills with proficiency in complex Excel spreadsheets.

Responsibilities

• Support Relationship Managers in the investment closing process.
• Prepare investor templates and manage diligence reviews.

Skills

Real Estate Underwriting

Credit Analysis

Analytical Skills

Communication Skills

Customer Service Orientation

Education

Bachelor’s degree in business or related field

Master’s degree

Tools

MS Excel

MS Word

MS PowerPoint

Job description

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National Equity Fund, Inc. (NEF), a leading non-profit syndicator of low-income housing tax credits (LIHTC), is seeking a Senior Manager, Investor Relations to conduct a wide range of new business initiatives. The LIHTC program is the most important resource available today for creating affordable housing in the United States. NEF uses its extensive experience, talent, and resources to create sustainable affordable housing.

The Senior Manager, Investor Relations will provide support to the Relationship Managers and Closing Manager throughout the deal pitching and deal/fund closing process. As part of the Investor Closing and Operations team, they will assist in preparing institutional quality initial materials for investor review, review, track and provide required diligence during the investment closing process and collaborate with NEF team members to provide the highest level of investor service. Seeking candidates from all regions across the United States.

• Assist in exploring the feasibility of an investment and its match with particular investor sensibilities and requirements, including evaluating project projections, market characteristics, and sponsor capacity.
• Prepare required investor templates for previewing potential investments with sophisticated LIHTC proprietary, multi-fund, and state tax credit investors. Work with originations team and relationship managers to ensure accurate information is transmitted in a format that is appropriate for each investor.
• Manage investor diligence review and transmittal during the project/fund closing process, including: Review internal and third-party reports to assure compliance with investor underwriting requirements.
• Review internal and third-party reports to ensure compliance with investor underwriting requirements.
• Work with internal project management teams to address any discrepancies between provided underwriting and investor requirements.
• Track timelines for diligence and closing to achieve alignment between internal and external expectations.
• With the relationship manager’s guidance, communicate effectively with investor about the closing process and due diligence materials provided.
• With the relationship manager’s guidance, review closing benefits schedules to ensure they are meeting NEF and investor expectations
• Prepare preliminary financial statement analysis on potential investment sponsors and guarantors.
• Prepare investor investment committee write ups and data tables, as needed
• Prepare data and presentation materials for various investor meetings.
• Work with other IR team members to provide investor requested services, as needed, including but not limited to support on multi-investor fund closings and housing and health initiatives.

The ideal candidate:

• Bachelor’s degree in business, economics, urban planning, finance, real estate or law. Master’s degree is a plus.
• 3-5 years’ experience in real estate underwriting, structuring, and/or credit analysis.
• Prior direct experience in LIHTC investment or syndication is strongly preferred
• Strong analytical skills and proficiency in MS Excel, Word, and PowerPoint. Ability to work with complex Excel underwriting spreadsheets.
• Prior experience with affordable housing market studies, loan documents, and partnership structures preferred.
• Highly organized with exceptional attention to detail.
• Customer service oriented and responsive to the needs of internal and external customers.
• Strong verbal and written communication skills and ability to collaborate both internally and externally.
• Ability to multi-task and effectively manage numerous projects at the same time.
• Ability to travel on a limited basis.

We offer a competitive salary, along with a comprehensive benefits package.

NEF IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Quality Assurance, and Finance

• Industries

  Real Estate and Financial Services

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