2 asset management jobs found

Location: 4211 West Boy Scout Blvd Suite 570, Tampa Florida Job Summary The Sr. Relationship Manager, Key Community Development Corporation originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national affordable housing platform. The position offers the opportunity to manage a regional market, build deep client relationships, and contribute to sustainable community development. Essential Functions Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, New Market Tax Credits (NMTC), and other CRA-qualified activities. Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry. Develop marketing strategies and plans...

Location: 3777 Tamiami North, Naples Florida Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. Essential Functions Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors, and modifies investment...