Investor Reporting Associate

Found in: Talent US C2 - 2 weeks ago

St Petersburg, United States Raymond James Full time
Investor Reporting Associate-2401379

Description

Job Summary
Under limited direction, uses specialized knowledge and skills obtained through education and experience related to the low income housing tax credit (LIHTC) program for Raymond James Tax Credit Funds, Inc. (RJTCF) to lead investor reporting for proprietary and multi investor funds and, in collaboration with experienced equity managers, support all aspects of the sales process, including, preparation of marketing materials, communication with internal and external clients throughout the sales cycle, participation in investor meetings and industry events. Substantial training and guidance is provided related to LIHTC investments. Individual will perform varied work requiring analysis, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.

Essential Duties and Responsibilities
• Assists with timely and accurate reporting to investors by managing the preparation and distribution of financial and asset management investor reports containing required data from departmental systems. 
• Implements changes to standard reporting procedures when required by specific situations and circumstances. 
• Interprets and documents reporting requirements as provided for in partnership agreements and side letters. 
• Manages professional, timely and responsive reply to investor’s ad hoc information requests. 
• Ensures effective coordination between internal departments as it relates to the investor reporting function. 
• Researches and provides information and guidance to other departments as it relates to investor related responsibilities. 
• Assists investor prospecting with preparation of investor materials as needed.
• Collaborates with Equity team to provide the highest quality customer service to Investors.
• Performs other duties and responsibilities as assigned.

Qualifications

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job

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