
10,000+ employees
Founded 1962
💸 Finance
Finance • Wealth Management • Investment Banking
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
🕒 May 12
🐊 Florida – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
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10,000+ employees
Founded 1962
💸 Finance
Finance • Wealth Management • Investment Banking
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
• Oversees the investment properties that are directly assigned to their portfolio • Performs site visits to observe the physical conditions and management practices of LIHTC properties • Actively collects reports and documents required under the terms of various upper and lower tier agreements • Develops and implements strategies to overcome obstacles to timely delivery • Identify partnerships that require Watchlist status and develop strategies to address all issues • Review and monitor quarterly operational reports and evaluate Partnership performance through pre-established standards and key indicators • Develops and maintains relationships with all stakeholders • Exhibits market and investment knowledge when interacting with partners and investors • Provides support and analysis to general partners and management companies with the goal of increasing profitability and reducing risk • Provides advisory and support to facilitate the improvement and expansion of new business • Maintains a thorough and current record of property activity in the RJAHI portfolio management system • Underwrites deal changes initiated by partners, provides detailed written analysis, and presents recommendations to RJAHI investment committee members and investors • Prepares investor and developer reports as necessary • Participate in and leads efforts relative to team initiatives
• Bachelor’s Degree (B.A.) in related field and a minimum of four (4) years of relevant real estate experience including physical property site inspections and interpreting financial statements • MBS or MRE preferred • Housing Credit Certified Professional (HCCP) - National Association of Home Builders (NAHB) • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) • Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)
• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave
Apply Now🕒 May 12
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