What are the responsibilities and job description for the Investor Reporting Coordinator position at Sugar Creek Capital?
Position Overview :
This position will be responsible for supporting the Director of Investor reporting on state level tax filings, investor deliverables, investor reporting, and fund management.
Primary Responsibilities :
- Support monthly, quarterly, and annual investor relations reporting.
- Prepare and review annual state level filings related to credit allocations
- Prepare and Review investor allocation schedules for accurate and complete information.
- Simultaneously work across multiple states and advance investor materials and deliverables.
- Support fund administration on 200M housing credits in collaboration with Director of Investor Reporting.
- Collaborate with accounting, asset management, and acquisitions teams to prepare and deliver accurate reporting for Investor Relations Team.
- Draft funding notices and track capital calls related to sales agreements.
- Monitor IR files to ensure they meet quality standards and final data for allocation.
- Responsible for monitoring and maintaining investor data accurately in the investor database.
- Review middle tier tax returns and state level filings prepared by in-house accountants.
- Assist Director of Inv. Reporting with amended tax filings across portfolio for mid and upper levels.
Secondary Responsibilities :
Required Skills :