Berkadia · 5 days ago
Tax Credit Equity Senior Director
United States
Full-time
Remote
Mid, Senior Level
5+ years expBerkadia is a privately-held, fully integrated affordable housing finance platform looking to expand its team with the hiring of a Senior Director within the Tax Credit Equity business. This role focuses on managing investor relationships and upper-tier closings for various product offerings, including multi-investor and proprietary tax credit equity funds.
Real EstateCommercial Real EstateProperty ManagementReal Estate Investment
Responsibilities
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
Qualification
Required
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
Benefits
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
Company
Berkadia
Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$135.18M2025-12-18Debt Financing· $23.3M
2019-11-01Debt Financing· $67.56M
2018-09-04Debt Financing· $44.32M
Leadership Team
Justin Wheeler
CEO
Gary Mumford
Chief Technology Officer
Recent News
Denver Business Journal
2025-01-06
Company data provided by crunchbase