Wells Fargo

Vice President – Lead Commercial Real Estate Portfolio Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Charlotte • Massachusetts, North Carolina • 🇺🇸 United States

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Salary

💰 $119,000 - $224,000 per year

Job Level

Senior

About the role

  • Manage a portfolio of equity investments from affordable housing clients
  • Provide coaching and mentoring for junior employees
  • Independently manage a portfolio of investments in real estate partnerships
  • Analyze tax returns and financial statements
  • Negotiate and execute the exit of Wells Fargo from investment partnerships
  • Collaborate with Commercial Real Estate peers to resolve issues and achieve goals
  • Lead projects and serve as a peer mentor

Requirements

  • 5+ years of Commercial Real Estate Portfolio Management experience
  • 5+ years of experience in the Low-Income Housing Tax Credit (LIHTC) industry
  • Knowledge of Affordable and Low-Income Housing
  • Ability to review tax returns and audits for LIHTC partnerships
  • Knowledge of Section 42 regulations and compliance
  • Familiarity with partnership legal documents
  • Advanced knowledge of financial issues and tax issues
  • Strong attention to detail and accuracy skills
  • Advanced Microsoft Excel skills
  • Bachelor’s or Master’s degree in Real Estate, Finance, Accounting or related field
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Commercial Real Estate Portfolio ManagementLow-Income Housing Tax Credit (LIHTC)Tax return analysisFinancial statement analysisNegotiationProject managementAttention to detailFinancial issues knowledgeTax issues knowledgeMicrosoft Excel
Soft skills
CoachingMentoringCollaborationLeadership