About this role
Strengthen investor relationships by preparing accurate financial reports and enhancing the investor experience. You will analyze fund performance, develop projections, and communicate the impact of investments on investor benefits to support strategic decision-making.
What we are looking for 6
- Prepare quarterly and annual investor reporting
- Analyze fund performance and investor benefits
- Develop fund projections and financial models
- Support diverse tax credit investments (NMTC, LIHTC, RETC)
- Collaborate with Asset Managers and cross-functional partners
- Evaluate investment impact and support strategic decisions