Transition Asset Manager Position Available In Pinellas, Florida

Transition Asset Manager
locations
FL

• Saint Petersburg
• 880 Carillon Pkwy Tower 4
  time type
  Full time
  posted on
  Posted 2 Days Ago
  job requisition id

R-0004142

Job Description
Job Summary
Under limited supervision, uses specialized knowledge and skills obtained through experience and
education to conduct deal analysis and due diligence on low income tax credit housing projects for
Raymond James Tax Credit Funds (RJAHI). Limited guidance is provided to perform varied work that is
somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately
complex decisions, process information in a timely manner, and operate within a team environment.
Essential Duties and Responsibilities

• Reviews standard real estate documentation for consistency with RJAHI’s requirements and property
  specific investment criteria.
• Reviews and updates financial projections to reflect actual property performance.
• Reviews property financial statements, tax returns, cost certifications and low income housing tax
  credit (LIHTC) specific documentation.
• Reviews legal documents/memorandums and performs other “due diligence” procedures in
  connection with the property.
• Reviews, approves, and processes requests for capital contributions to property specific partnerships.
  In certain circumstances, may approve certain requested without direction or approval from
  management.
• May also conduct ESA reviews, audit financial projects, maintain master financial projects, and
  conduct property acquisition analysis.
• Performs other advanced duties and responsibilities as assigned.
  Knowledge, Skills, and Abilities
  Knowledge of
• Company’s working structure, policies, mission, and strategies.
• Fundamental concepts, principles and practices of LIHTC.
• Fundamental concepts, principles and practices of the real estate industry.
• Principles of banking and finance industry operations.
  Skill in
• Reviewing standard real estate documentation including financial projections, loan documents, various
  legal memorandums, draw requests, rent rolls, property financial statements, and certificates of
  occupancy/building permits.
• Reading and understanding real estate and LIHTC specific documentation.
• Real estate financial projections.
• Operating standard office equipment and using required software application to produce
  correspondence, reports, electronic communication, and spreadsheets.
  Ability to
• Communicate effectively both oral and written.
• With limited to no guidance, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.
• Provide accurate and high quality work product in a timely manner.
• Proactively demonstrate readiness and ability to initiate action.
• Compile data from multiple sources, review, and accurately input into various spreadsheets and
  database.
• With limited to no guidance, work independently as well as collaboratively within a positive team environment.
• With limited to no guidance, identify required tasks, develop timelines and execute.
• Project a positive, professional image both internal and with external business contacts.
• Convey information clearly and effectively through both formal and informal documents.
• Identify relationships, draw logical conclusions and interpret results for use in decision making.
  Educational/Previous Experience Requirements
  Education/Previous Experience
• Bachelor’s Degree (B.A.) in business, finance, accounting or related field and a minimum of three (3) to
  five (5) years of real estate experience.
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
  Licenses/Certifications
• Housing Credit Certified Professional (HCCP) designation
  Travel
  Education

Bachelor’s:

Accounting, Bachelor’s:

Business Administration, Bachelor’s:

Finance
Work Experience
General Experience

• 13 months to 3 years
  Certifications
  Securities Industry Essentials Exam (SIE)
• Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS)
• National Center for Housing Management (NCHM)
  Travel
  Less than 25%
  Workstyle
  Hybrid
  At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  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. #LI-TG1
About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. While we might not have the perfect role for you today, we’d love to keep in touch.
to stay up to date on career opportunities that may be a good fit for you.
Working at Raymond James
Our business is deeply focused on people and their financial well-being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.
As an established but ever-evolving company, you can start

• or continue
• growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James

• and why they stay.