Macdonald & Company
Manager/Assistant Vice President, Fund & Portfolio Management - LIHTC
Macdonald & Company, Denver, Colorado, United States, 80285
Overview
Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization. The firm are growing their Fund Management team and seek a Manager/Assistant Vice President to join the group. The Role
The Assistant Vice President of Fund & Portfolio Management oversees a portfolio of 15–20 Low-Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre-stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio. Key Responsibilities
Oversee all fund accounting, financial reporting, and cash activity. Manage audit and tax processes for both upper-tier and lower-tier entities. Review and update fund models, tax credit projections, and IRR calculations. Coordinate capital calls, investor reporting, and compliance documentation. Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s. Provide leadership and training to analysts and support staff. Maintain proactive communication with investors, partners, and auditors. Seniority level
Mid-Senior level Employment type
Full-time Job function
Analyst, Accounting/Auditing, and Project Management We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization. The firm are growing their Fund Management team and seek a Manager/Assistant Vice President to join the group. The Role
The Assistant Vice President of Fund & Portfolio Management oversees a portfolio of 15–20 Low-Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre-stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio. Key Responsibilities
Oversee all fund accounting, financial reporting, and cash activity. Manage audit and tax processes for both upper-tier and lower-tier entities. Review and update fund models, tax credit projections, and IRR calculations. Coordinate capital calls, investor reporting, and compliance documentation. Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s. Provide leadership and training to analysts and support staff. Maintain proactive communication with investors, partners, and auditors. Seniority level
Mid-Senior level Employment type
Full-time Job function
Analyst, Accounting/Auditing, and Project Management We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr