Creates and manages performance of complex multi-investor and proprietary fund offerings from initial closing through term of the investment. Evaluates and reports upon data consistent to fund performance. Manages all...
Oversees portfolios and/or customer request of low to medium complexity and may provide analytical support. Reviews and processes customer requests related to the servicing of assets, monitors watch list assets,...
Works under limited supervision or independently. Using independent judgment to identify risks and mitigants, prepares and effectively recommends loan offerings based on scorecards, such as risk ratings, by analyzing credit,...
Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications of the various tax credit structures. Supervises the forecast modeling of both lower tier equity and debt...
Creates and manages performance of complex multi-investor and proprietary fund offerings from initial closing through term of the investment. Evaluates and reports upon data consistent to fund performance. Manages all...