Part - Time Director providing strategic oversight and governance for brokerage company. Ensuring compliance with financial regulations and supporting business growth through strategic decisions.
EP
Hybrid Senior Director, Investor Relations
Posted 2 months ago
About the role
- Senior Director managing investor relationships for low-income housing investments. Leading investor strategy and overseeing investor relations processes within a nonprofit organization.
Responsibilities
- Build investor coverage plans and fundraising priorities; translate investor underwriting standards into placement strategy
- Maintain senior-level relationships; negotiate business terms; articulate risks and mitigants with executive presence
- Oversee diligence checklists, partnership agreement negotiation, closing timelines, pricing decisions; approve final materials
- Provide support to Managing Director on high volume investor relationships
- Ensure accurate disclosure of strengths, risks, mitigants; steward pipeline and portfolio analytics
- Coach Directors and Assistant Directors; lead annual investor meetings and portfolio reviews
- Identify and implement process improvements; standardize templates and SOPs; monitor data quality and control points
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Urban Planning or related field
- 7+ years LIHTC underwriting and/or executing proprietary/multi-investor fund closings
- Deep understanding of LIHTC deal structuring and investor role
- Deep understanding of the business of syndicating housing credits and partnership fund management
- Exceptional communication and leadership skills
- Advanced Excel modeling
- Salesforce familiarity preferred
- Must obtain or hold FINRA SIE, Series 22, and Series 63 licenses
- Travel: Up to ~20%
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Learning and development opportunities, including tuition reimbursement for job-related courses and certifications
- Financial education
- Wellness programs
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