Our Client

• Our client is a leading global investor managing and advising on assets of $300+ Billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

• They have multiple investment platforms, and each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to improving client benefit from their specialist areas.

• This organization is a Registered Investment Advisor with more than a 30-year history and the backing of a well-known, company that was one of the first investors in the Tax Credit space.

• With ~350 million in volume and a goal to get to $500 million, they consistently execute multi-investor funds as well as proprietary funds.

• This group has acquired over $5 Billion in Tax Credit investments for affiliated and nonaffiliated clients.

• They enjoy a deep Developer roster for their pipeline of new opportunities, and they’ve brought over 40 different investors into their funds.

• Their projects and Developer partners have won various awards.

• Their funds outperform their underwritten IRRs.

• They have relationships with a lot of the big players in our industry.

• Their leadership team is prioritizing the LIHTC platform and has an appetite for growth, and you will have a lot of support from senior management.

• They have a wealth of experience, a strong track record in the industry and in-house Investor Relations, Fund Management, Accounting, Finance, Legal, Engineering and Construction departments.

• This organization is a Global Financial Services firm with substantial financial wherewithal and corporate stability, making them a trusted syndication partner amongst their institutional investor clients.

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The Opportunity

We’ve been retained by the Managing Director and Head of LIHTC Investments of a large Global Investment and Syndication firm with a national footprint that is looking to hire a Senior Director of Investor Relations and Capital Raising. They are looking for someone who is well-known in the LIHTC industry with strengths in communication and relationship cultivation and management.

 

The ideal candidate will have a strong network and relationships with Banks and Insurance companies focused in the LIHTC space as well as Freddie Mac or Fannie Mae and hands-on experience executing at the upper tier. You would report directly to the Managing Director and have the opportunity to mentor and oversee support staff and work closely with their internal Fund Management team. The successful candidate will develop new investor relationships and manage existing relationships for the company’s LIHTC platform and funds.

 

Scope of Responsibility:

• Responsible for developing and implementing the sales strategy for LIHTC funds, attracting new investors to the company and building the company’s brand and reputation within the LIHTC industry

• Proactively cultivate new investor relationships and manage/lead existing relationships for LIHTC funds

• Drive the growth of the LIHTC platform through expansion of the investor base

• Execute with a solid understanding of the company’s investment strategy and operational functions to effectively respond to investor requests

• Monitor LIHTC market conditions for buy and sell side activities, including legislative updates

• Participate in the creation of LIHTC funds through direct collaboration with the LIHTC Production team and work closely with the Fund Management team

• Attend conferences and other industry-related events to increase visibility and improve the market impact of the company’s brand

• Collaborate and work closely with multiple internal teams (Compliance, Marketing, Sales, etc.) as well as external partners and service providers to formulate marketing campaigns and strategies for existing and new initiatives

• Successfully manage major communications to clients throughout all stages of the investment life cycle

• Review and negotiate legal agreements to ensure terms are align with client expectations

• Lead all aspects of the investor closing process to ensure all requisite approvals are obtained to effectuate a timely closing of investments

• Supervise staff in accordance with the RIA policies and procedures

• Provide regular updates to management/senior leadership regarding new client leads and potential new opportunities

• Regular travel to meet with prospective and existing clients and implement the sales strategy

 

Required Qualifications:

• Bachelor's or graduate degree in Finance, Business, Real Estate or a related field

• 10 years of LIHTC experience, preferably with a LIHTC Syndicator or financial institution

• Hands-on Investor Relations and Capital Raising experience in the LIHTC industry

• Excellent communication and writing skills as well as advanced sales, interpersonal and organizational skills

• Proven ability to exercise sound, independent judgment and accomplish tasks with little oversight

• Strong LIHTC investment competence, excellent leadership skills, and the ability to work with minimal direct supervision in a fast-paced, dynamic environment

• Skilled in Microsoft Office and basic structuring of LIHTC transactions

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OUR FIRM

KM Partners’ national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historic, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. At KM, we have established an unparalleled track record of repeat business and success recruiting in niche practice areas, including 140+ placements in Affordable Housing, which have led to 50+ promotions to date. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

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If qualified, please contact:

Kelly Erbe | Senior Director

303.495.2109 | kellye@kmcompanies.com