Investor Reporting Associate Sr Tax Credit

Position: Investor Reporting Associate Sr. - Tax Credit
Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Reporting Associate Sr.

within PNC's Multi-Family Capital organization, you will be based in office in a PNC location.

Key Responsibilities

Client Reporting

* 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.

Document Collection & Organization

* Collect and organize insurance certificates, financial statements, and property documents.

* Assist with basic client inquiries and run simple data queries.

Event Driven & Time Sensitive Tasks

* Track updates related to natural disasters or property incidents.

* Prepare brief status updates for clients as needed.

Construction & Stabilization Tracking

* Update internal systems with construction milestones, lease up progress, and occupancy data.

* Produce basic recurring reports for internal teams and clients.

Quality Review & Team Support

* Review data entries for completeness and accuracy.

* Help prepare, proofread, and format reporting materials.

* Identify and correct data inconsistencies.

Qualifications

* 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.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

* Oversees investor reporting process. Provides reporting on a portfolio of funds. Key person responsible for ad hoc requests and query building.

* Generates reports for accuracy. Edits, reviews and determines content for investor reports. Provides reports to internal parties as appropriate. Produces internal trend reporting, senior management and annual investor meeting reporting by understanding various fund portfolios, how they operate and differences between funds. Analyze conclusions and discuss variances with team leaders. Shares best practices and trains other team members.

* Performs analysis of progress of property. Coordinates assessment of properties and fund performance with internal parties. Elevates potential investor concerns. Identifies areas of concern if noted in reporting. Makes suggestions to asset managers for modification of content, mitigation of issues etc.

* Requests updates regarding capital timing from asset managers. Elevates variances with respect to capital timing internally.

* Performs due diligence and provides analysis on data in response to investor queries.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Accounting, Analytical Thinking, Asset Management, Bookkeeping, Capital Management, Competitive Advantages, Customer Follow-Ups, Customer Solutions, Data Analytics

Competencies

Client Relationship Management, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Financial Statement Analysis, Fund Performance Analysis, Problem Solving, Real Estate Property Data Analysis

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required…