Director, Fund Strategy and Structuring

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the strategy for allocating deals in multi-investor funds, collaborating with Investor Relations and Acquisitions teams.

• Deliver high-level scenario analyses concerning revenue, timing, risks, investor compositions, deal sequencing, and structuring options.

• Incorporate strategic insights into decisions regarding fund assembly.

• Manage the multi-investor fund model through all phases: offering, closing, post-closing, and pre-stabilization.

• Maintain model consistency, accuracy, and usefulness for decision-making as assumptions change and deals advance.

• Supervise federal and state credit delivery, highlighting any timing or volume discrepancies.

• Monitor net and gross equity surpluses and deficits across all multi-investor funds.

• Develop and oversee fund-level bridging strategies, including the establishment of bridge usage, cost, and risk policies in conjunction with Treasury.

• Create tools to monitor bridge loan interest expenses, ensuring precise accounting and attribution.

• Generate reports that differentiate intentional, revenue-generating bridging from unanticipated or execution-driven bridging.

• Promote ongoing enhancements to the fund model, focusing on business intelligence, usability, and analytical adaptability.

• Create a structure around Equity Advance Notes, detailing revenue attribution between HCI and ECP.

• Foster innovation in multi-investor fund strategies during pre-closing and pre-stabilization phases.

• Impact cross-functional decision-making processes without having direct authority.

• Act as a subject-matter expert on fund economics, capital efficiency, and multi-investor fund strategies throughout HCI.

⛳️ Requirements

• Minimum of 5 years’ experience in LIHTC fund modeling, multi-investor fund structures, or similarly intricate investment vehicles.

• Profound understanding of investor dynamics, credit delivery processes, and revenue drivers at the fund level.

• Strong systems thinker with proven success in process enhancement and innovation.

• Highly service-oriented, self-driven, capable of working independently as well as part of a team, and proficient in problem-solving.

• Advanced skills in Excel modeling.

• Excellent written and verbal communication abilities.

• Experience with Salesforce is preferred.

🏝️ Benefits

• Annual performance bonuses.

• Generous paid leave policies.

• Comprehensive dental, health, and vision insurance plans.

• Support for adoption and surrogacy.

• Flexible work arrangements.

• Health advocacy services.

• Employee Assistance Program (EAP).

• Mental health benefits.

• Financial education programs.

• Wellness initiatives.

• Automatic enrollment in the company’s 401(k) plan with employer matching contributions.

• Opportunities for learning and professional development.

• Tuition reimbursement for job-related courses and certifications.