• SALARY:NONE
  • Saint Petersburg, Florida

Saint Petersburg, Florida

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Investor Reporting Associate-2401379

Description

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.

Job Summary

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.

Essential Duties and Responsibilities

Qualifications

Company's working structure, policies, mission, and strategies.

Knowledge, Skills, and Abilities

Real estate investment risk analysis, financial projections and reporting.

Skill in

Work independently as well as collaboratively within a team environment.

Ability to

Bachelor's Degree (B.A.) in business, finance, accounting or related field.

Educational/Previous Experience Requirements

Licenses/Certifications

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

Accounting & Finance

Primary Location

US-FL-St. Petersburg-Saint Petersburg

Organization

RJ Affordable Housing Investments

Schedule

Full-time

Shift

Day Job

Travel

Yes, 10 % of the TimeEligible for Discretionary BonusYes#LI-AT1