Job Description What will you do? - The Investor Services Associate position will serve as a resource to the Investor Services team regarding property level, fund level and syndicator/sponsor level requests.
- Facilitate delivery of due diligence and respond to Investor inquiries to ensure necessary Investor approvals for fund transaction closing are obtained.
- Prepare fund marketing materials, complete Investors' fund and property data spreadsheets, provide property level and syndicator due diligence to Investors as requested, and assist with responding to Investor inquiries in a timely manner to achieve transaction closings.
- Review underwriting materials on affordable housing tax credit equity transactions prepared by lower tier deal teams and compile Investment Proposal materials for delivery to Investors.
- Work with other groups within the Company to gather and analyze Company and real estate portfolio data for presentation to Investors.
- Prepare presentation materials for Investor marketing and annual Sponsor review meetings.
- Aggregate Company historical data and create Investor specific reports as requested.
- Proactively identify operational risks and control deficiencies in the business.
- Review and comply with Firm Policies applicable to your business activities.
- Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis.
What do you need to succeed? - Bachelor's Degree and two to five years' experience in LIHTC, real estate or investment banking.
- Proficiency in MS-Outlook and MS-Office applications, specifically PowerPoint and Excel, and excellent verbal, written, and interpersonal communication skills are all essential.
- Possess a strong interest in real estate investment and an ability to think critically and provide input on solutions and improvements to processes.
- Ability to work both independently and collaborate as a team, and a desire to learn and grow with an industry leader in LIHTC syndication.
- Preference for previous experience in real estate finance, transaction closings, tax-motivated investments or capital markets industry, or financial analysis.
What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The good-faith expected salary range for the above position is $85,000 - $105,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork
Additional Job Details Address: 600 SUPERIOR AVENUE:CLEVELAND
City: Cleveland
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: CAPITAL MARKETS
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-08-07
Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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