Senior Investor Reporting Associate – Tax Credit

Responsibilities

• Enter quarterly and monthly data for low-income housing properties and verify accuracy.
• Generate simple reports and data packets using established templates.
• Upload completed documents to investor portal.
• Collect and organize insurance certificates, financial statements, and property documents.
• Assist with basic client inquiries and run simple data queries.
• Track updates related to natural disasters or property incidents.
• Prepare brief status updates for clients as needed.
• Update internal systems with construction milestones, lease‑up progress, and occupancy data.
• Produce basic recurring reports for internal teams and clients.
• Review data entries for completeness and accuracy.
• Help prepare, proofread, and format reporting materials.
• Identify and correct data inconsistencies.

• Strong data entry skills with high accuracy and attention to detail.
• Ability to handle repetitive tasks efficiently.
• Good organizational and time‑management skills.
• Comfortable with spreadsheets, databases, and basic reporting tools.
• Strong written and verbal communication skills.
• Experience with multifamily real estate and tax credit industry a plus but not required.