Berkadia

Director - Tax Credit Equity

Ambler, Pennsylvania, United States Full Time

Berkadia Affordable is a privately-held, fully integrated affordable housing finance platform, providing mortgage banking, investment sales and tax credit syndication to our developer and investor clients, wither over $5B of affordable transaction volume in 2026.  National in scope, the Berkadia Affordable platform is looking to expand its team with the hiring of [Senior Director / Director] within the Tax Credit Equity business. 

This position will support the Company’s strategic growth as a key member of the Investor Relations team, and will focus specifically on managing investor relationships and upper-tier closings for various product offerings, including multi-investor and proprietary tax credit equity funds.

 

Director, Investor Relations:

  • Develop and maintain strong communication with existing investors in support of Senior and Managing Directors in overseeing specific investment criteria.
  • Prepare and manage investment summary preparations; lead investor diligence and coordination of upper and lower tier agreement reviews and manage investor closing timelines.
  • Coordinate with Acquisitions, Underwriting, Fund Management, Legal, and Asset Management on investor requests and in connection with proprietary fund closings.
  • Track and maintain pipeline reports and investment summary templates; uphold data integrity.
  • Provide guidance and feedback to Analyst team; actively contribute process improvements.
  • Possess a high level of knowledge of LIHTC program, gain knowledge of Berkadia’s history, performance and overall structure, and stay current on knowledge regarding LIHTC market and trends.
  • Represent Berkadia at industry conferences and investor meetings, and attend Berkadia company meetings as needed.
  • Travel Requirements: 15-20%

We believe People Matter, so we offer benefits that go beyond:

  • Monthly paid volunteer hours and donation matching to benefit our communities 
  • Employee Resource Groups that help you grow with us
  • Fertility and family planning services  
  • Up to 12-weeks of fully paid parental leave   
  • Mental health care, including free counseling sessions:  
  • We'll help you fund your learning journey with generous tuition reimbursement 
  • Pet insurance discounts 
  • And more! 

Be the Next Big Thing. Be Berkadia.

#LI-RECRUITER INITALS (#LI-HYBRID, #LI-ONSITE, #LI-REMOTE, #LI-DNI)

 

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.   

In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.