Investor Reporting Associate Sr Tax Credit

R225063

• 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.

• 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. Analyzes conclusions and discusses 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.

• 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.

• Accounting
• Analytical Thinking
• Asset Management
• Bookkeeping
• Capital Management
• Competitive Advantages
• Customer Follow‑Ups
• Customer Solutions
• Data Analytics

• 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

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.

Bachelors

No Required Certification(s)

No Required License(s)

Base Salary: $45,000.00 – $

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account;

back‑up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise…