Fund Manager – LIHTC

🕒 April 29

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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Berkadia

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2009

🏠 Real Estate

💸 Finance

🏢 Enterprise

Real Estate • Finance • Enterprise

Berkadia is a leading commercial real estate company that specializes in investment sales, mortgage banking, and loan servicing. The company offers a wide range of services, including FHA/HUD loans, structured capital, and loan servicing for various property types such as multifamily housing, affordable housing, hotels, manufactured housing, and healthcare facilities. Berkadia is committed to delivering actionable insights through advanced technology and has formed an international alliance with Knight Frank to enhance their global reach. The company emphasizes diversity, equity, inclusion, and belonging in its organizational culture and invests significantly in its people and technology to provide top-notch services in the real estate sector.

📋 Description

• 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).

🎯 Requirements

• 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.

🏖️ 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 • And more!