Perform detailed financial analysis and underwriting on prospective dealsOriginate low income housing tax credit investment acquisitionsLead all phases of the acquisition process from due diligence and deal structuring through closing Development management for new development deals, beginning with market research and site selection and continuing involvement with the project through stabilizationInvestor relations and prospecting

Portfolio Management – oversee portfolio with 75+ properties, 3,000+ units, and 6+ property management companies and make strategic recommendations regarding operations, disposition, and refinancingFinancial Analysis – evaluate and analyze property-level financial performance on a regular basis and identify areas of improvement for optimization of operations, cash flow, and property valueLIHTC Compliance – ensure site and file compliance as required by IRS Section 42 guidelinesDisposition Analysis – determine property and fund level valuation through document review, exit tax liability, financial models, and distribution of proceedsReporting – provide quarterly investor reports detailing financial metrics, physical condition, and action plans for watch list properties

• Responsible for strategy and positioning of each offering• Financial analysis, underwriting, and due diligence processes• RFP responses and marketing/valuation proposals• Market analysis and research, client prospecting, and property tours