-
Portfolio Manager
2 weeks ago
The Sherwin-Williams Company Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
-
SVP, Portfolio Management
2 weeks ago
KeyCorp Cleveland, United StatesSVP, Portfolio Management (Leveraged Finance) page is loaded · SVP, Portfolio Management (Leveraged Finance) · Apply · locations · Cleveland, OH · time type · Full time · posted on · Posted 8 Days Ago · job requisition id · R-24752 · Location:127 Public Square - Clevel ...
-
SVP, Portfolio Management
3 weeks ago
Key Bank Cleveland, United StatesLocation: · 127 Public Square - Cleveland, Ohio 44114 · Senior Vice President, Portfolio Management · Leveraged Finance · About the Job · Perform financial and business analysis and prepare underwriting documents to support the structuring of complex multimillion-dollar Leve ...
-
SVP, Portfolio Management
1 week ago
Key Bank Cleveland, United StatesOccupation: Finance · Specialty: Finance · Location:127 Public Square - Cleveland, Ohio 44114Senior Vice President, Portfolio ManagementLeveraged FinanceAbout the JobPerform financial and business analysis and prepare underwriting documents to support the structuring of complex m ...
-
Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
-
Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesJob Description · The Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's ov ...
-
Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
-
Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organi Portfolio Manager, Manager, P ...
-
Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
-
Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United States Full timeThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
-
Sherwin-Williams Cleveland, United StatesJob DescriptionThe IT Director, Portfolio & Operations Management will be focused on maximizing business value within Digital Technology for enterprise-delivered services. They will be responsible for the process of portfolio and program management for enterprise-spanning teams, ...
-
Pediatric Research Portfolio Manager
3 weeks ago
Case Western Reserve University Cleveland, United StatesWorking with a high degree of independence, the Research Portfolio Manager will provide overall administrative management and coordination of a research portfolio for the Department of Pediatrics within the School of Medicine, including working as th Research, Portfolio, Manager, ...
-
IT Director, Portfolio and Operations Management
18 hours ago
Sherwin-Williams Cleveland, United StatesJob Description · The IT Director, Portfolio & Operations Management will be focused on maximizing business value within Digital Technology for enterprise-delivered services. They will be responsible for the process of portfolio and program management for enterprise-spanning tea ...
-
Senior Portfolio Manager
3 weeks ago
Clearstead Cleveland, United StatesWe are seeking a · Senior Portfolio Manager · at our downtown Cleveland, Ohio wealth management firm. This position will provide comprehensive investment portfolio support to the Private Client Group senior management team and their clients. · In this position you will: · Be r ...
-
Associate, Portfolio Management
2 days ago
KeyBank NA Cleveland, United StatesLocation: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Associate will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests i ...
-
Senior Portfolio Manager
4 weeks ago
Clearstead Cleveland, United StatesWe are seeking a Senior Portfolio Manager at our downtown Cleveland, Ohio wealth management firm. This position will provide comprehensive investment portfolio support to the Private Client Group senior management team and their clients. · In this position you will: · Be respon ...
-
VP, Portfolio Management
1 week ago
KeyBank Cleveland, United StatesJob Description · Location: · 127 Public Square - Cleveland, Ohio 44114JOB BRIEF (PURPOSE) · The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit ...
-
SVP, Portfolio Management
1 week ago
KeyBank Cleveland, United StatesJob Description · Location: · 127 Public Square - Cleveland, Ohio 44114Senior Vice President, Portfolio Management · Leveraged Finance · About the Job · Perform financial and business analysis and prepare underwriting documents to support the structuring of complex multimillion-d ...
-
KPB Wealth Services Sr. Portfolio Manager
8 hours ago
Key Bank Cleveland, United StatesLocation: · 4900 Tiedeman Road - Brooklyn, Ohio · JOB DESCRIPTION SUMMARY: · Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to ...
-
The Sherwin-Williams Company Cleveland, United StatesThe Sherwin-Williams Company · IT Director, Portfolio and Operations Management · Cleveland , · Ohio · Apply Now · The IT Director, Portfolio & Operations Management will be focused on maximizing business value within Digital Technology for enterprise-delivered services. The ...
Multi-Family Real Estate Portfolio Manager - Cleveland, United States - RBC Capital Markets, LLC
Description
Job Summary Manages and monitors investment portfolios and transactions in an investment banking environment. Applies experience and seasoned knowledge, skills, and practices to perform a variety of assignments.Job Description What is the opportunity? RBC Capital Markets is a leading national syndicator of State and Federal Low Income Housing Tax Credits (LIHTCs), Historic Rehabilitation Tax Credits (HRTCs), and New Markets Tax Credits (NMTCs).
The Portfolio Manager is responsible for maintaining a portfolio of real estate assets invested through the Section 42 (LIHTC) affordable housing tax credit program and/or the historic tax credit program to ensure the continuous delivery of tax credit benefits and passive losses.
What will you do? Assess project and partnership risk factors as they pertain to compliance with Section 42 (LIHTC) provisions, terms of partnership agreement, loan documents, LURAs, QAPs, and tax credit application.
Calculate annual tax credit amount from final cost certification and 8609s and calculate first year credit delivery from actual lease-up figures.
Manage the disbursement of equity for the assigned portfolio. Provide oversight of project by analyzing performance data on a monthly, quarterly, or annual basis as applicable. Complete annual property inspections or more frequently as needed.Expedite the receipt of financial and operational information from the lower tier partnerships on a monthly, quarterly and annual basis.
Initiate communication with General Partners to ensure timely submission of tax returns and audits. Review the annual operating budget for each property in the assigned portfolio.Communicate issues that may place a project at risk to appropriate leadership in Asset Management, and develop an action plan that will help mitigate the risk and protect the investment.
Assist with the disposition of assets at the end of the affordable housing tax credit period or other dissolution event.
Participate in team initiatives. Maintain a thorough and up-to-date record of property activity and document management in the database. Maintain familiarity with regional and local economic and demographic trends within portfolio markets.Develop and maintain relationships with General Partners, management agents, lenders, contractors, third-party monitors, investors, local and state housing agencies, and others in the LIHTC industry.
What do you need to succeed? Bachelor's Degree and five years' experience in real estate, accounting, finance, or property management.
Key skills include real estate concepts, financial analysis, and strong organization and prioritization. A strong interest in real estate investment and/or affordable housing. Proficiency in MS-Outlook and MS-Office applications. Excellent verbal and written communication skills. Prior experience as a LIHTC Asset Manager is highly preferred.What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients Job Skills Derivatives, Investment Banking Analysis, Investment Consulting, Investment Performa
