- Relationship Support & Ownership: Support a senior team member with his/her accounts; AD to own smaller proprietary fund relationships end-to-end with guidance.
- Materials & Disclosure: Prepare accurate investment summaries with clear articulation of business terms, strengths, risks, and mitigants.
- Diligence & Closing: Track diligence items; coordinate partnership agreement reviews; keep stakeholders aligned to timelines.
- Data & Reporting: Maintain pipeline reports; steward property template data; drive data quality and consistency.
- Process Improvement & Training: Recommend enhancements to templates/SOPs; train Analysts; manage intern program operations.
- Bachelor's degree in Business, Finance, Accounting, Urban Planning or related field.
- 3-5 years LIHTC underwriting and/or fund execution experience.
- Understanding of LIHTC deal structuring and investor role.
- Strong attention to detail, prioritization, and communication; advanced Excel modeling; Salesforce experience a plus.
- Must obtain or hold FINRA SIE, Series 22, and Series 63 licenses.
- Travel: Up to ~15%.
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Investor Relations, Assistant Director - Portland - Enterprise Community Partners
Description
Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $80.9 billion and created 1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands - all to make home and community places of pride, power and belonging.
Join us at
Working at Enterprise
At Enterprise, you'll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You'll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you're valued and supported in your growth journey.
Enterprise offers career opportunities in our offices across the country with anexceptional benefits package.
Job Description Summary
Enterprise Housing Credit Investments is seeking an Assistant Director on the Investor Relations team to support the management of investor relationships throughout the bid, approval, underwriting, and closing processes for low-income housing tax credit (LIHTC) investments. Assist with bid authorization, due diligence, and closings; independently manage one or more investors with mentoring from a Director, Senior, or Managing Director.Job Description
Key Responsibilities:
Qualifications:
Total Rewards at Enterprise:
You will be working with a group of talented professionals who are motivated by serving the community and addressing the need for affordable housing.
Enterprise offers a comprehensive total rewards package for you and your family.
The base salary for this role is $118,000 to $133,000, depending on level of skills and experience.
The salary range for this position is represented by the low and high end of the range for the amount to be paid for the position. Salaries paid at Enterprise will vary based on factors that may include skills, education, location, experience, and performance. The salary range is just a part of the total rewards package provided to employees at Enterprise, and other rewards may include annual performance bonuses and generous paid leave programs.
At Enterprise, our benefits form a major component of our total rewards package. Benefits include dental, health, and vision care plans, as well as family-building benefits, such as adoption and surrogacy support. Enterprise allows flexible work arrangements to promote a better work-life balance. We offer health advocacy, EAP, and mental health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the company's 401(k) plan with employer matching contributions. Finally, you will have learning and development opportunities, including tuition reimbursement for job-related courses and certifications. Thank you for your interest in joining the Enterprise team in our effort and commitment to serve others.
#LI-JW1 #ID
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