Tax Credit Investor Relations Analyst

Are you looking for the opportunity to make an impact? Berkadia's mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD's top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service.
Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career.
Be Backed by the Best.
Be Berkadia.
The Tax Credit Investor Relations Analyst plays a crucial role in supporting Berkadia Affordable Tax Credit Solutions' Investor Relations Team, as needed.
The position requires an organized, detail-oriented individual capable of handling multiple, ongoing assignments that support the team's capital raising efforts.
We Innovate to shape the future of CRE, so in this role you will: Assist IR Team members in creating and maintaining investor/fund project pipelines Assist IR Team members in keeping TEAMS/Planner communication channels up to date regarding investor feedback on individual deal flow as well as general investor guidance Monitor TEAMS/Planner channels to ensure updates are completed in a timely manner Conduct research to identify and target prospective investors Utilize both internal Berkadia databases and technology as well as external databases and resources to support investor outreach activity Oversee IR technology and interface w/ Berkadia IT and Operations Teams Coordinate w/ Acquisitions team and Mortgage Bankers in identifying geographic locations in need of Tax Credit Equity Support the efforts of the IR Team Members, as needed, to on-board new investors and/or grow the total relationship with existing investors Provide information/data/reports for and actively participate in various Investor/Acquisitions/Mortgage Banking Team Meetings, and other relevant production teams and investor meetings as needed Manage and track deal and fund level data that impacts the IR Team Assist in providing timely, efficient and quality responses to investor inquiries Understand each investor's business and legal approval processes and timing of each Provide support to IR Team Members for investor fund level and project level business due diligence processes and communicate regularly with other internal departments (Acquisitions, Underwriting, Fund Management) to support a positive investor experience Provide support to IR Team Members for fund level and project level legal due diligence and closing process and communicate regularly with Berkadia's internal closing coordinator to ensure that investor closing checklists are maintained and updated regularly We Stand for Excellence, so to achieve success in this role you should have: Bachelor's degree and one or more years of prior housing tax credit equity experience, or real estate finance experience.
Exceptional organizational and time management skills and an ability to prioritize and handle multiple tasks simultaneously in a fast-moving environment.
Show initiative, generate ideas, and contribute to effective management of operations Demonstrate good technical, research and analytical skills – proficient in Microsoft 365, Excel, Word, Teams, Planner, and other relevant software.
Ability to work independently and be accountable while also working collaboratively in a team environment We believe People Matter, so we offer benefits that go beyond: Monthly paid volunteer hours and donation matching to benefit our communities Employee Resource Groups that help you grow with us Fertility and family planning services Up to 12-weeks of fully paid parental leave Mental health care, including free counseling sessions: We'll help you fund your learning journey with generous tuition reimbursement Pet insurance discounts And more! Be the Next Big Thing.
Be Berkadia.
#LI-HF1 #LI-ONSITE Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view.
To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities.
If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.
com.
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