Investor Relations, Associate

About This Role

Support investor relationship management and transaction execution for low-income housing tax credit (LIHTC) investments, assisting senior team members with compiling materials, ensuring data integrity, and coordinating tasks across internal teams.

Responsibilities

• Support Analysts and senior team members in managing investor relationships and respond to routine inquiries
• Monitor and accurately track deal flow in a fast-paced front-office environment
• Assemble investment materials (financial projections, market analysis, sponsor financials) for investor review
• Support diligence and closing checklists
• Maintain pipeline accuracy; update Salesforce and internal systems to ensure data integrity
• Prepare meeting materials for investor pipeline calls; track timelines and deliverables
• Build knowledge of LIHTC underwriting standards, real estate due diligence, and investor-specific criteria

Requirements

• Associate degree in Business, Finance, Accounting, Urban Planning, or related field
• 1+ years of experience with LIHTC transactions
• Excellent organizational skills
• Ability to coordinate complex activities and prioritize conflicting demands
• Ability to manage and maintain large quantities of documents
• Proficiency in Excel, Word, and PowerPoint
• Excellent attention to detail and ability to manage multiple priorities

Qualifications

• Associate degree in Business, Finance, Accounting, Urban Planning, or related field. Bachelor’s degree or higher is a plus.
• 1+ years of experience with LIHTC transactions.

Nice to Have

• Bachelor’s degree or higher
• Salesforce experience

Skills

* Required skills

Benefits