Asset Management Portfolio Specialist

6 days ago


Chicago, Illinois, United States RBC Capital Markets, LLC Full time

Company Overview

">

RBC Capital Markets, LLC is a leading national syndicator of State and Federal Low Income Housing Tax Credits (LIHTCs), Historic Rehabilitation Tax Credits (HRTCs), and New Markets Tax Credits (NMTCs).

">

About the Role

">

The Portfolio Manager plays a critical role in maintaining a collection of real estate assets invested through the Section 42 (LIHTC) affordable housing tax credit program and/or the historic tax credit program to ensure the continuous delivery of tax credit benefits and passive losses.

">

Key Responsibilities

">
  • Project Assessment

Assess project risk factors as they pertain to compliance with Section 42 (LIHTC) provisions, terms of partnership agreement, loan documents, LURAs, QAPs, and tax credit application.

">Financial Analysis

Calculate annual tax credit amount from final cost certification and 8609s and calculate first year credit delivery from actual lease-up figures.

">Portfolio Management

Manage the disbursement of equity for the assigned portfolio.

">Oversight and Risk Mitigation

Provide oversight of project by analyzing performance data on a monthly, quarterly, or annual basis as applicable.

">

Complete detailed


  • Portfolio Manager

    1 week ago


    Chicago, Illinois, United States Wintrust Financial Full time

    Work with Us at Wintrust FinancialWe are a financial holding company with approximately $62 billion in assets, whose common stock is traded on the NASDAQ Global Select Market. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our...


  • Chicago, Illinois, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust Financial Corporation is a financial holding company with approximately $62 billion in assets. Our common stock is traded on the NASDAQ Global Select Market.A Different Approach to BankingWe're guided by our philosophy, 'Different Approach, Better Results.' This means providing sophisticated resources and a community banking...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Wintrust Financial, a leading financial holding company with approximately $62 billion in assets, is committed to delivering exceptional results through its unique business model.Our talented colleagues are empowered to put our customers first and drive success for our clients. We prioritize an award-winning culture, fostering a collaborative environment...


  • Chicago, Illinois, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled Loan Portfolio Management Specialist to join our dynamic team at Wilmington Trust. This role will involve working closely with clients to provide trustee and custodian services, as well as tracking and maintaining daily activity related to loan asset management.About the RoleThis position requires strong analytical...


  • Chicago, Illinois, United States Calamos Asset Management Full time

    **Job Summary:**Calamos Asset Management seeks a highly skilled and experienced Systems Engineer to manage and maintain our IT Infrastructure. This includes overseeing storage arrays, Microsoft Entra, VMware, LAN/WAN, and both on-premises and cloud-based environments.**Key Responsibilities:**Storage Management: Administer and maintain storage arrays and MDS...


  • Chicago, Illinois, United States Acciona Full time

    Acciona Power Marketing seeks a highly skilled Senior Asset Trader to join our team in Chicago.Job OverviewIn this role, you will be responsible for developing and implementing optimization strategies for our renewable energy assets, including wind, solar, and energy storage facilities. You will work closely with our trading team to create daily optimization...


  • Chicago, Illinois, United States PRG Management Full time

    About PRG ManagementOur top-rated property management firm in Chicagoland is seeking an experienced Community Association Manager with a proven track record of success. The ideal candidate will be a consummate professional, exhibit strong organizational skills, and thrive in a fast-paced environment.Job Summary:The Director of Community Association...


  • Chicago, Illinois, United States Rabobank Full time

    Key Responsibilities:Transaction Management: Coordinate internal approval processes, external documentation, and client dialogue to ensure seamless transaction management.Portfolio Analysis: Perform periodic analysis on the portfolio, including review of monthly settlement reports and trend analysis.Credit Risk: Identify changes in client needs, regulatory...


  • Chicago, Illinois, United States Performance Trust Full time

    About the RoleWe are seeking an experienced Enterprise Shape Management (ESM) Lead Associate to join our Central Insights & Analytics (CIA) team at Performance Trust Capital Partners.This role will focus on bank balance sheet analysis and fixed income portfolio management, utilizing a framework and process for decision-making supported by tools, resources,...


  • Chicago, Illinois, United States Larson Maddox Full time

    A Premier Asset Manager handling over $15 billion in Assets Under Management is seeking an experienced Compliance Specialist to join their dynamic team.Key Responsibilities:Draft and negotiate registration statements for various product launches related to fund registration documents.Collaborate with business lines on registration statement amendments,...


  • Chicago, Illinois, United States MacAthur Foundation Full time

    The Chief Investment Officer will be responsible for spearheading the management of the MacArthur Foundation’s investment portfolio, ensuring alignment with the organization's mission and objectives.Key responsibilities include developing and recommending an overarching investment policy, asset allocation, and strategy to the Investment Committee for...


  • Chicago, Illinois, United States LaSalle Network Full time

    Job OverviewLaSalle Network, a leading provider of direct hire and temporary staffing services, seeks an experienced Enterprise Product Portfolio Management Implementation Specialist to lead the implementation of ePPM tools.


  • Chicago, Illinois, United States Cory Executive Recruiting Full time

    Job OverviewCORY Executive Recruiting is seeking a seasoned Regional Property Manager to join our team in the Midwest Market. As a leader in the real estate sector, you will be responsible for managing a portfolio of 5-10 assets and communities.About Our Client:CORY Executive Recruiting is proud to partner with an entrepreneurial and growing real estate firm...


  • Chicago, Illinois, United States First Trust Capital Management L.P. Full time

    About the RoleWe are seeking a highly skilled and motivated Alternative Investment Research Specialist to join our team at First Trust Capital Management L.P.Job SummaryThe successful candidate will be responsible for supporting all aspects of investment due diligence efforts, including qualitative and quantitative analysis of alternative investments.Key...


  • Chicago, Illinois, United States Hire-Search Group Full time $450,000 - $700,000 per year

    We are seeking a highly skilled Tax Expert for Asset Management to join our team at Hire-Search Group. This is a senior-level position offering a competitive salary of $250,000 - $400,000 per annum and a range of benefits.The ideal candidate will have extensive experience in tax compliance and consulting for Financial Services clients, with a proven track...


  • Chicago, Illinois, United States Equity LifeStyle Properties, Inc. Full time

    We invite applications for the Portfolio Growth Director position at Equity LifeStyle Properties, Inc. As a Portfolio Growth Director, you will oversee construction budgets and development projects, focusing on supporting the ELS Western markets.Key responsibilities will include:Managing new community developments from conception to completion.Working with...


  • Chicago, Illinois, United States MacArthur Foundation Full time

    Role OverviewWe are seeking an experienced Chief Investment Officer to lead our investment team and oversee the management of our $8.7B investment portfolio. The ideal candidate will have a proven track record of producing strong, risk-adjusted returns and managing large portfolios.About the RoleThe successful candidate will be responsible for developing and...


  • Chicago, Illinois, United States Clear Investment Group Full time

    Job SummaryWe are seeking a seasoned Capital Projects Manager to lead and manage capital projects focused on enhancing and upgrading acquired properties. The ideal candidate will have significant leadership and management experience, with a proven ability to recruit, train, and supervise talented property teams.About UsClear Investment Group is a boutique...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About BMO Financial GroupBMO Financial Group is a leading financial institution dedicated to helping our customers achieve their goals and dreams. We strive to create lasting, positive change for our customers, our communities, and our people.Job SummaryWe are seeking a highly skilled Senior Portfolio Banking Specialist to join our team. As a key member of...


  • Chicago, Illinois, United States Algo Capital Group Full time

    Algo Capital Group is a leading Hedge fund in the Fundamental trading sector seeking a highly experienced portfolio strategist to manage a diverse portfolio of investments, emphasizing strategies that utilize fundamental analysis and volatility metrics.This role involves overseeing a Quantitative/Fundamental volatility portfolio and leading a team. You will...