An Official Site of
Ohio.gov Logo
Skip to Main Content
For Job Seekers
Find a Job
Find a job in Ohio
[Headline] Top tools
[Headline] Featured Resources
[Headline] Find Resources Circle Carousel
Terms of Use
Career Profile Quiz
Find a Career Path
Find a Job Center
Find State of Ohio Jobs
Build Your Career
Build Your Career
[Headline] Top tools
[Headline] Top Resources
Career Preparation
Military Service
Restored Citizens
Golden Buckeyes
Planning for College
Resources
Practice Your Skills
Practice Your Skills
[Headline] Top tools
[Headline] Featured Resources
Career Skills
Job Search Skills
Career Path
Interview Skills
ApprenticeOhio Program Search
Learn About Benefits
Learn About Benefits
[Headline] Top Tools
[Headline] Top Articles
Child Support Work Requirements
Reemployment Services
Virtual Job Search Help
Trade Adjustment Assistance
SNAP/TANF Work Requirements
Vocational Program Requirements
Can Tax Credits Help Get You Hired?
BWC Information
Unemployment Claimants
For Employers
Login or Sign Up
Login or Sign Up
[Headline] Top tools
[Headline] Featured Resources
Resources For Employers
Resources For Employers
Hire a Veteran
Hiring People with Disabilities
Hiring Restored Citizens
Sponsor an Apprentice Program
Tax Benefits of Hiring from Target Groups
Ohio Business Gateway
Find Highly Skilled Employees
Get Workforce Data
Recruitment and Training Programs
BWC Information for Employers
Foreign Labor Certification
For Students
Explore Careers
Explore Careers
[Headline] Top Tools
[Headline] Featured Resources
Student's Home
Videos About Jobs
Student's Learning Kit
Learn About Career Types
What's Your Future Career?
S.T.E.M. is Cool!
K - 5th Grades
K - 5th Grades
[Headline] Top tools
[Headline] Featured Resources
[Headline] CTA
Career Awareness Learning Games
Career Awareness Videos
6th - 8th Grades
6th - 8th Grades
[Headline] Top Tools
[Headline] Featured Resources
Career Exploration Learning Games
Career Exploration Videos and Multimedia
Self Exploration
9th - 12th Grades
9th - 12th Grades
[Headline] Top Tools
Self Exploration
Career Exploration and Planning
Staff & Professionals
Staff & Professionals
[Headline] Top tools
[Headline] Featured Resources
Video & Multimedia
Teacher's Career Toolkit
Transition from High School
School District Toolkit
News & Events
News
News
All New Look for OMJ
Events
Events
Contact Us
Contact Us
[Side Bar Text] Contact Information
[Side Bar Text] Live Chat
[Link] Live Chat
Contact Instruction
[AuthTemplate:Form] OMJ Contact Form
Ohio Means Jobs | Ohio.gov
Label Translations
[Headline] Top tools
[Headline] Featured Resources
[LINK] View More Resouces
[LINK] Signup
Live Chat
Site Search
My Profile
Menu
Close
Live Chat
Search
Contact
Home
Search
Close
Search in our portal
Search
Home
Home
For Job Seekers
Find a Job
Build Your Career
Practice Your Skills
Learn About Benefits
Find a job in Ohio
[Headline] Top tools
[Headline] Featured Resources
[Headline] Find Resources Circle Carousel
Terms of Use
Career Profile Quiz
Find a Career Path
Find a Job Center
Find State of Ohio Jobs
Build Your Career
[Headline] Top tools
[Headline] Top Resources
Career Preparation
Military Service
Restored Citizens
Golden Buckeyes
Planning For College
Resources
Practice Your Skills
[Headline] Top tools
[Headline] Featured Resources
Career Skills
Job Search Skills
Career Path
Interview Skills
ApprenticeOhio Program Search
Learn About Benefits
[Headline] Top Tools
[Headline] Top Articles
Child Support Work Requirements
Reemployment Services
Virtual Job Search Help
Trade Adjustment Assistance
SNAP/TANF Work Requirements
Vocational Program Requirements
Can Tax Credits Help Get You Hired?
BWC Information
Unemployment Claimants
For Employers
Login or Sign Up
Resources For Employers
For Students
Explore Careers
K - 5th Grades
6th - 8th Grades
9th - 12th Grades
Staff & Professionals
CTAs
CTAs
Student's Home
Videos About Jobs
Student's Learning Kit
Learn About Career Types
What's Your Future Career?
S.T.E.M. is Cool!
CTAs
Career Awareness Learning Games
Career Awareness Videos
Resources (Temporary)
CTAs
Career Exploration Learning Games
Career Exploration Videos and Multimedia
Self Exploration
CTAs
Self Exploration
Career Exploration and Planning
CTAs
Video & Multimedia
Teacher's Career Toolkit
Transition from High School
School District Toolkit
News & Events
News
Events
Contact Us
Help Center
Your Profile
Finding a Job
Your Benefits
Education
Common Questions
Long Text Translations
Search
Search Jobs
Search WorkKeys
®
Enter Job Title
Enter Keywords
in
Enter Job Location
Enter State
State
AL
AK
AZ
AR
AS
CA
CO
CT
DE
DC
FL
GA
GU
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
FM
MP
Search Jobs
Search WorkKeys
®
Fund Manager Job in Cleveland, Ohio US
KeyBank NA
Job Summary
Company
KeyBank NA
Location
Cleveland, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Job Reference Code
79365792
Fund Manager
About the Job
Location:
127 Public Square - Cleveland, Ohio 44114
ABOUT THE BUSINESS
KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural communities. As one of the nation's premier affordable housing capital providers, CDLI offers one-stop-shop debt and equity/investment capabilities that bring together balance sheet, equity/investment and permanent loan offerings. Non-profit and for-profit affordable housing owner-operators and developers seeking to build, acquire and preserve affordable housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans; lines of credit; various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD and bonds; and equity investments for low-income housing projects, especially Low Income Housing Tax Credit (LIHTC) financing. With a national presence and an experienced team of professionals serving clients coast to coast, CDLI delivers deep product and solution expertise to help local affordable housing and economic development projects succeed.
ABOUT THE JOB
This is a great opportunity for an experienced Fund Manager who is assertive, possesses a strong initiative and works well independently to drive innovative and complex fund structuring and management with a primary focus on the affordable housing tax credit syndication industry. She or he will be responsible for structuring, managing, modeling, reporting, and providing management accounting for all types of a limited partnership's tax credit investments and related entities. The Fund Manager will liaise with other departments within the bank as needed. The Fund Manager will be expected work with team lead to analyze and develop new business opportunities as well as communicate with investors. Actively participate in Industry conferences/workshops.
ESSENTIAL JOB FUNCTIONS
* Structure and close tax advantaged equity funds, including but not limited to Low Income Housing Tax Credit (LIHTC) funds, historic tax credit equity, state tax credit equity and preservation.
* Create and update financial models that will support the assessment and valuation of potential acquisitions and investment targets.
* Review equity fund partnership agreements, PPM's and legal documents.
* Work collaboratively within fund management and with originations and CDLI debt team to assemble funds that meet investors' needs
* Direct interaction with new and existing investors likely.
* Prepare and provide annual and quarterly reporting to investors regarding the performance of the funds.
* Coordinate with outside accounting firms regarding the preparation of annual audit and tax returns.
* Manage and integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
* Translates complex analytical data into presentations that can be understood and acted upon by stakeholders.
* Analyze new business opportunities to determine appropriate deal terms, pricing and associated resourcing needs.
REQUIRED QUALIFICATIONS
* Minimum of three years of Tax Credit Syndication experience is required, five years preferred
* Proficient in excel spreadsheets is required
* Strong creativity, organizational, critical thinking, and customer service skills
* Ability to multi-task and manage competing deadlines
* Excellent communication and analytical skills
* Ability to work both independently and in a team environment
* Understanding investment fund concepts including; realized and unrealized waterfall allocations; capital calls, distributions, investor transfers, subsequent closes
* Bachelor's degree required in finance, business, accounting or equivalent work experience, CFA a plus
Job Posting Expiration Date: 06/28/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Apply
Job Tools
Save
Email
Share
Report this job
More jobs
All KeyBank NA jobs
View similar jobs
All Cleveland, OH jobs
Browse all jobs
Apply