Fund Manager

ORIX Group•Boston, MA

1d•$115,000 - $130,000•Hybrid

About The Position

The Fund Manager, as part of the larger Investment Management team at Boston Financial, is responsible for managing efforts to achieve the investment objectives of their fund portfolio, providing timely and responsive service and meaningful reports and analysis to corporate investors, and managing the fund level reserves to protect the investors' investments, to promote fund sustainability through its investment period, and to maximize revenue to Boston Financial.

Requirements

Bachelor’s Degree required
5-7 years relevant experience necessary
Superior written and verbal communication skills
Proven customer service orientation and experience
Ability to thrive in a collaborative, team-based, sales-oriented, fast-paced environment--pitching in wherever needed to achieve team objectives
Self-starter with ability to take the initiative
Strong organizational skills
Strong technology/computer skills
Solid experience using Microsoft Excel

Nice To Haves

training in a real estate and/or finance discipline recommended

Responsibilities

Setting fund strategy
Participating in resolution of portfolio or property issues including reviewing and interpreting partnership agreements and other legal documents in the course of developing property/fund strategies
Prepare long-term projections of tax credits, tax losses and cash distributions for investors
Prepare IRR analyses of fund performance
Track actual and expected results of each property as compared to objectives
Conduct quarterly fund reserve review to ensure fund sustainability and profit maximization, which includes all cash inflow and outflow
Determine the impact of dispositions and residual on fund performance and fund sustainability
Assist with investor ad hoc requests as required
Prepare quarterly and annual investor reports discussing investment performance and property performance
Assist with asset management, tax and accounting issues for investors
Assist in review of annual Schedule K-1 as well as the preparation of annual K-1 reports
Collaborate with Legal and Production to monitor and ensure compliance on investor side letter agreements and partnership terms
Plan and execute investor due diligence meetings and other client presentations