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AVP - Fund Management (Remote)
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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 AVP - Fund Management (“AVP, FM”) is responsible for the financial modeling, analytics and due diligence process in closing MultiFunds, Club Funds and Proprietary Fund transactions, as well as the post-close management and reporting duties through stabilization of the underlying properties.
We Innovate to shape the future of CRE, so in this role you will:
- Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
- Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs.
- Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed.
- Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters.
- Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
- Manage investor due diligence workflow and Upper Tier closings.
- Prepare qualitative risk assessment and quantitative valuation for internal discussion.
- Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling.
- Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models.
- Train and review the work of junior staff, providing guidance and oversight.
- Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules.
- Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations.
- Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules.
- Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability.
- Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations.
- Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions.
- Annual review and revision of Upper Tier Policies and Procedures
- Provide weekly updates to VP, FM
We Stand for Excellence, so to achieve success in this role you should have:
- Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
- Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
- High attention to detail and accuracy, with the ability to manage complex financial data effectively.
- Excellent communication skills, both written and verbal, to convey information clearly and professionally.
- Master's degree preferred.
- 5+ years of experience in a similar position.
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-REMOTE
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
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 AVP - Fund Management (“AVP, FM”) is responsible for the financial modeling, analytics and due diligence process in closing MultiFunds, Club Funds and Proprietary Fund transactions, as well as the post-close management and reporting duties through stabilization of the underlying properties.
We Innovate to shape the future of CRE, so in this role you will:
- Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
- Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs.
- Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed.
- Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters.
- Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
- Manage investor due diligence workflow and Upper Tier closings.
- Prepare qualitative risk assessment and quantitative valuation for internal discussion.
- Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling.
- Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models.
- Train and review the work of junior staff, providing guidance and oversight.
- Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules.
- Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations.
- Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules.
- Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability.
- Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations.
- Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions.
- Annual review and revision of Upper Tier Policies and Procedures
- Provide weekly updates to VP, FM
We Stand for Excellence, so to achieve success in this role you should have:
- Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
- Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
- High attention to detail and accuracy, with the ability to manage complex financial data effectively.
- Excellent communication skills, both written and verbal, to convey information clearly and professionally.
- Master's degree preferred.
- 5+ years of experience in a similar position.
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-REMOTE
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
Senior Financial Analyst - Affordable Housing
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Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
The Senior Financial Analyst is an expert on market elements that impact Affordable Multifamily Commercial Real Estate and performs in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets. The Senior Financial Analyst will help the Investment Sales Advisors with financial analysis, research, and the preparation of market data to be utilized in client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, and excited about getting involved in a rapidly growing company. The role will have a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application.
We Innovate to shape the future of CRE, so in this role you will:
- Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations.
- Analyze and interpret complex Regulatory Agreements
- Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
- Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients.
- Will occasionally present and support analyses to clients.
- Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
- Active research, writing, and proofing of market intelligence for marketing materials.
- Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
- Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
- Utilize market intelligence to craft the story for the deal.
- Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
- Must have direct LIHTC (Low Income Housing Tax Credit) experience.
- Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts.
- Comfortable taking charge and dealing with ambiguity to achieve successful outcomes.
- Excellent interpersonal skills with strong internal and external customer service skills.
- Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure.
- Ability to analyze and interpret complex Regulatory Agreements
- Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
- Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
- Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
- Strong work ethic with the ability to work independently and deliver results with minimal supervision.
- Ability to work effectively both as an individual and as part of a team are a must.
- Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
- Must be proficient in MS Office Suite (Outlook, Word, PowerPoint)
- Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
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-REMOTE
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
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 Fund Manager provides analytical and administrative support to the AVP Fund Managers from inception through stabilization of LIHTC Funds and their underlying properties. Thereafter, the Fund Manager is responsible for investor reporting, client servicing and aggregation of Berkadia’s portfolio data.
We Innovate to shape the future of CRE, so in this role you will:
- Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns, with specific attention to capital contribution adjusters, capital accounts and investor IRR.
- Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
- Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
- Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management and make recommendations to VP Fund Management. Coordinate and manage Fund audits, tax returns, and investor K-1 preparations.
- Manage quarterly reporting obligations, investor requests, and annual analyses of Fund reserves.
- Collect, maintain and analyze data for annual Syndicator Assessment reports.
- Collaborate with Asset Management department and manage workflow with support from Berkadia’s Global Production team (remote office in Hyderabad, India).
We Stand for Excellence, so to achieve success in this role you should have:
- Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
- Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
- High attention to detail and accuracy, with the ability to manage complex financial data effectively.
- Excellent communication skills, both written and verbal, to convey information clearly and professionally.
- 3+ years of experience in a similar position.
- Bachelor's degree or equivalent.
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-REMOTE
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
Associate Director (Investments)
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Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
The Associate Director will become an expert on market elements that impact Commercial Real Estate and perform in-depth financial analysis to evaluate Commercial Real Estate assets. The Associate will assist the Investment Sales Advisor with financial analysis, research, and the preparation of market data to be utilized in various client-facing documents and presentations. This is an excellent opportunity for the right candidate, offering rapid career ascension.
We Innovate to shape the future of CRE, so in this role you will:
- Prospect and build client relationships to generate new business and secure new and expanded opportunities.
- Breakdown and analyze Profit and Loss (P&L) statements and rent rolls.
- Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
- Assist in the presentation of analysis to clients.
- Review industry surveys and benchmarks, as well as economic and demographic trends.
- Actively assist in the research, writing, and proofing of market intelligence for marketing materials.
- Assist with preparing and presenting the results of the analysis, including graphics and charts, in a clear and concise manner.
- Establish strong working relationships with the team and clients to understand and identify their needs for market intelligence.
- Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
- Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
- Track-record of high performance within a deadline driven environment.
- Commitment to obtaining outstanding results.
- Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment.
- Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
- Minimum of (Five) 5-10 years of professional experience, including internships
- Specific experience as an analyst researching market trends and local industries in the Real Estate industry preferred.
- Experience in a client-facing role.
- Commercial Real Estate experience.
- Expert-level analytical and financial modeling skills.
- Expert-level MS Excel skills.
- Must be proficient in MS Office Suite (Outlook, Word, and PowerPoint).
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-HB1
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
Position Summary
The Director will facilitate the representation of clients in the buying and selling of commercial properties, providing essential support in negotiations between buyers and sellers. This role involves acting as an intermediary to ensure successful transactions and optimal outcomes for all parties involved.
Responsibilities
- Drive the growth and expansion of Berkadia’s Investment Sales practice by aggressively originating, structuring, and closing transactions.
- Promote the sale of commercial real estate through diverse marketing channels.
- Prepare and provide necessary legal documentation to support transactions.
- Build and nurture client relationships within the assigned region.
- Collaborate with Mortgage Bankers to enhance business development and strengthen the Berkadia brand.
- Accompany buyers on property tours, offering advice on property suitability and value.
- Stay informed about commercial real estate and market trends by reviewing industry literature and attending conventions, seminars, and association meetings.
- Other duties as assigned.
_________________________________________________________________________________________________
Preferred Qualifications
- Previous experience in Investment Sales Brokerage – Affordable Housing preferred.
- Proven ability to work effectively under tight deadlines within a collaborative team environment.
- Strong organizational skills with the capacity to manage multiple tasks simultaneously.
- Exceptional attention to detail and excellent verbal and written communication skills.
Preferred Education & Experience
High school diploma or GED
3+ years of experience in a similar position
Be the Next Big Thing. Be Berkadia.
#LI-RECRUITER INITALS (#LI-HYBRID, #LI-ONSITE, #LI-REMOTE, #LI-DNI)
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
Position Summary
The Director will facilitate the representation of clients in the buying and selling of commercial properties, providing essential support in negotiations between buyers and sellers. This role involves acting as an intermediary to ensure successful transactions and optimal outcomes for all parties involved.
Responsibilities
- Drive the growth and expansion of Berkadia’s Investment Sales practice by aggressively originating, structuring, and closing transactions.
- Promote the sale of commercial real estate through diverse marketing channels.
- Prepare and provide necessary legal documentation to support transactions.
- Build and nurture client relationships within the assigned region.
- Collaborate with Mortgage Bankers to enhance business development and strengthen the Berkadia brand.
- Accompany buyers on property tours, offering advice on property suitability and value.
- Stay informed about commercial real estate and market trends by reviewing industry literature and attending conventions, seminars, and association meetings.
- Other duties as assigned.
_________________________________________________________________________________________________
Preferred Qualifications
- Previous experience in Investment Sales Brokerage – Affordable Housing preferred.
- Proven ability to work effectively under tight deadlines within a collaborative team environment.
- Strong organizational skills with the capacity to manage multiple tasks simultaneously.
- Exceptional attention to detail and excellent verbal and written communication skills.
Preferred Education & Experience
High school diploma or GED
3+ years of experience in a similar position
Be the Next Big Thing. Be Berkadia.
#LI-RECRUITER INITALS (#LI-HYBRID, #LI-ONSITE, #LI-REMOTE, #LI-DNI)
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
Tax Credit Equity Senior Director
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Berkadia Affordable is a privately-held, fully integrated affordable housing finance platform, providing mortgage banking, investment sales and tax credit syndication to our developer and investor clients, wither over $5B of affordable transaction volume in 2026. National in scope, the Berkadia Affordable platform is looking to expand its team with the hiring of [Senior Director / Director] within the Tax Credit Equity business.
This position will support the Company’s strategic growth as a key member of the Investor Relations team, and will focus specifically on managing investor relationships and upper-tier closings for various product offerings, including multi-investor and proprietary tax credit equity funds.
We Innovate to shape the future of CRE, so in this role you will:
- Develop and Maintain relationships with LIHTC investors.
- Act as main point of contact for and manage investment closings into LIHTC funds, and support teammates doing the same.
- Collaborate with Acquisitions and Fund Management in fund structuring, setting fund parameters, developing timelines and property lists, tracking CRA commitments and monitoring fund characteristics from the investors’ perspective. Recommend related process improvements that enhance interdepartmental coordination.
- Coordinate internally and with external counsel on the formation of upper tier legal documentation.
- Manage investor due diligence process - coordinate with Fund Management in completing investor due diligence templates and with Acquisitions/Underwriting in responding to investor due diligence requests/inquiries.
- Manage investor closing process - coordinate with investors and external counsel in the negotiating and delivery of upper tier fund-related legal documents, gather and track all investor required documents for closing.
- Act as main point of contact for all communications with investors during the due diligence and closing process.
- Communicate regularly with internal departments (Acquisitions, Underwriting, Fund Management) throughout the fund due diligence and closing process.
- Provide timely, efficient and quality responses to investor inquiries.
- Understand each investor’s business, legal and regulatory approval processes and timing of each.
- Assist with upper tier business and legal due diligence and closing processes when on-boarding new proprietary investors as needed.
- Manage individual proprietary funds as opportunities arise.
- Participate in capital raising efforts as needed.
- Possess a high level of knowledge of LIHTC program, gain knowledge of Berkadia’s history, performance and overall structure, and stay current on knowledge regarding LIHTC market and trends.
- Represent Berkadia at industry conferences and investor meetings, and attend Berkadia company meetings as needed.
We Stand for Excellence, so to achieve success in this role you should have:
- Bachelor’s degree and 5 or more years of prior housing tax credit equity experience.
- Experience closing tax credit equity funds, including multi-investor funds.
- Strong communication and excellent writing skills with an ability to interact with individuals in senior-level positions within financial institutions.
- Exceptional organizational skills and an ability to prioritize and handle multiple tasks simultaneously in a fast-moving environment.
- Possess good negotiation skills.
- Collaborative nature and ability to work with a team while maintaining accountability and responsibility for goals as an independent individual.
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-JM1 #LI-REMOTE
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.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia