• Cultivated relationships with 55 diverse institutional investors for a portfolio of 47 Low-Income Housing Tax Credit Investment Funds encompassing 390 multifamily assets and cumulative investment equity of $2.24B.• Executed an “investor-first,” hands-on approach to investor relations to help deliver a strong ROI beyond allocated tax credits, surpassing initial projections.• Rebuilt investor reporting from scratch by documenting investor queries to identify redundancies and refocus… Show more • Cultivated relationships with 55 diverse institutional investors for a portfolio of 47 Low-Income Housing Tax Credit Investment Funds encompassing 390 multifamily assets and cumulative investment equity of $2.24B.• Executed an “investor-first,” hands-on approach to investor relations to help deliver a strong ROI beyond allocated tax credits, surpassing initial projections.• Rebuilt investor reporting from scratch by documenting investor queries to identify redundancies and refocus content on more substantial data, slashing reporting time in half and meeting 100% of all quarterly reporting deadlines.• Analyzed fund performance to provide more accurate IRR projections to stakeholders, improve transparency and strengthen trust, maintaining a near-perfect (90-95%) success rate of investor consent on large transactions.• Deployed risk management strategies through proactive communication and collaboration with teams to produce more comprehensive reporting and ad hoc investor requests, safeguarding assets and optimizing returns.• Enhanced investor relationships by immediately responding to requests and identifying the root cause and core needs, helping build more streamlined and efficient communication processes with investors.• Established exceptional investor satisfaction by identifying more relevant KPIs and developing more accurate projections in reports, helping investors make better budgeting and investment decisions.• Ensured strict adherence to partnership agreements and regulatory requirements to maintain compliance within government programs and policies. Show less

• Collaborated closely with the Funds and Asset Management teams to enhance investor relationships, delivering comprehensive updates on Fund performance and transaction analysis to investors.• Oversaw and improved data management and dissemination of investor reporting, ensuring the highest standards of data quality, timeliness, and accuracy of information flow.

• Worked in collaboration with the Asset Management team to collect, input, and organize property data into Fund-level databases, enabling the systematic tracking and assessment of Fund performance.• Elevated to Associate Fund Manager to utilize relationship and communication strengths with the investors.

• Input and analyzed monthly and quarterly financial and occupancy data for a portfolio of 80 Low-Income Housing Tax Credit properties located across the US.

• Generated new business opportunities through strategic networking, proposal development, and the establishment and nurturing of client relationships, both domestic and abroad.• Successfully orchestrated the annual AngelouEconomics Economic Forecast at the Austin Convention Center, overseeing a gathering of 700 attendees, including local business owners, city officials, and prominent industry experts.