The project manager will report to theVP, Equity Investment Manager. Please note: the preferred ... Review and comment on fund documents includingprivate placement memorandums and subscription ...
The project manager will report to theVP, Equity Investment Manager. Please note: the preferred ... Review and comment on fund documents includingprivate placement memorandums and subscription ...
Senior Investor Services Associate I
Columbus, OH · On-site
$60K - $80K/yr
Respond to inquiries from investors, fund management and accounting staff * Input investor information in company systems and investor files * Review work of junior associates and other team members
Senior Investor Services Associate I
Columbus, OH · On-site
$60K - $80K/yr
Respond to inquiries from investors, fund management and accounting staff * Input investor information in company systems and investor files * Review work of junior associates and other team members
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
Senior Fund Accountant
Dublin, OH · On-site
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
Senior Fund Accountant
Dublin, OH · On-site
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
You will be required to manage client relationships through effectively leading dedicated client ... Own the operational delivery of core fund account and administration services for assigned clients ...
You will be required to manage client relationships through effectively leading dedicated client ... Own the operational delivery of core fund account and administration services for assigned clients ...
VP - Retail Alternatives Fund Accounting
Columbus, OH · On-site
$150K - $165K/yr
Occasionally performs daily review processes when the Senior associates and Managers are out of the office. * Oversees a variety of accounting activities in support of retail alternatives fund ...
VP - Retail Alternatives Fund Accounting
Columbus, OH · On-site
$150K - $165K/yr
Occasionally performs daily review processes when the Senior associates and Managers are out of the office. * Oversees a variety of accounting activities in support of retail alternatives fund ...
Senior Manager of Annual Giving & Donor Engagement
Columbus, OH · On-site
$58K - $76K/yr
Supervises the Annual Fund Manager, Data & Analytics Coordinator, and Data Entry Associate. * Establishes goals, priorities, and performance expectations for assigned staff. * Works closely with the ...
Senior Manager of Annual Giving & Donor Engagement
Columbus, OH · On-site
$58K - $76K/yr
Supervises the Annual Fund Manager, Data & Analytics Coordinator, and Data Entry Associate. * Establishes goals, priorities, and performance expectations for assigned staff. * Works closely with the ...
Supervises the Annual Fund Manager, Data & Analytics Coordinator, and Data Entry Associate. * Establishes goals, priorities, and performance expectations for assigned staff. * Works closely with the ...
Supervises the Annual Fund Manager, Data & Analytics Coordinator, and Data Entry Associate. * Establishes goals, priorities, and performance expectations for assigned staff. * Works closely with the ...
Senior Manager of Annual Giving & Donor Engagement
Columbus, OH · On-site
$58K - $76K/yr
Supervises the Annual Fund Manager, Data & Analytics Coordinator, and Data Entry Associate. * Establishes goals, priorities, and performance expectations for assigned staff. * Works closely with the ...
Senior Manager of Annual Giving & Donor Engagement
Columbus, OH · On-site
$58K - $76K/yr
Supervises the Annual Fund Manager, Data & Analytics Coordinator, and Data Entry Associate. * Establishes goals, priorities, and performance expectations for assigned staff. * Works closely with the ...
Our teams design, implement, and operate solutions that help clients manage data, automate ... Price the fund portfolios * Analyze fund performance on a daily and monthly basis * Research ...
Our teams design, implement, and operate solutions that help clients manage data, automate ... Price the fund portfolios * Analyze fund performance on a daily and monthly basis * Research ...
Our teams design, implement, and operate solutions that help clients manage data, automate ... Price the fund portfolios * Analyze fund performance on a daily and monthly basis * Research ...
Our teams design, implement, and operate solutions that help clients manage data, automate ... Price the fund portfolios * Analyze fund performance on a daily and monthly basis * Research ...
Respond to inquiries from investors, fund management and accounting staff * Input investor information in company systems and investor files * Review work of junior associates and other team members
Respond to inquiries from investors, fund management and accounting staff * Input investor information in company systems and investor files * Review work of junior associates and other team members
AVP, Fund Compliance - Mutual Funds
Columbus, OH · On-site
$118K - $158K/yr
MANAGEMENT AND DEVELOPMENT * Assists in the development and maintenance of departmental procedures. FUND AUDITS * Maintains, updates, and implements audit controls, as necessary. PERSONNEL MANAGEMENT
AVP, Fund Compliance - Mutual Funds
Columbus, OH · On-site
$118K - $158K/yr
MANAGEMENT AND DEVELOPMENT * Assists in the development and maintenance of departmental procedures. FUND AUDITS * Maintains, updates, and implements audit controls, as necessary. PERSONNEL MANAGEMENT
VP - Retail Alternatives Fund Accounting
$133K - $171K/yr
Occasionally performs daily review processes when the Senior associates and Managers are out of the office. * Oversees a variety of accounting activities in support of retail alternatives fund ...
VP - Retail Alternatives Fund Accounting
$133K - $171K/yr
Occasionally performs daily review processes when the Senior associates and Managers are out of the office. * Oversees a variety of accounting activities in support of retail alternatives fund ...
Review fund reports, manager updates, capital activity, valuation changes, distributions, unfunded exposure, portfolio developments, and prospective fund materials; prepare summaries, dashboards ...
Review fund reports, manager updates, capital activity, valuation changes, distributions, unfunded exposure, portfolio developments, and prospective fund materials; prepare summaries, dashboards ...
Review fund reports, manager updates, capital activity, valuation changes, distributions, unfunded exposure, portfolio developments, and prospective fund materials; prepare summaries, dashboards ...
Review fund reports, manager updates, capital activity, valuation changes, distributions, unfunded exposure, portfolio developments, and prospective fund materials; prepare summaries, dashboards ...
A Mutual Funds Wealth Management Branch Service Professional that will provide industry-leading ... Troubleshoot live mutual fund order entry and trade adjustment inquiries * Able to assist the field ...
Quick apply
A Mutual Funds Wealth Management Branch Service Professional that will provide industry-leading ... Troubleshoot live mutual fund order entry and trade adjustment inquiries * Able to assist the field ...
Tax Administrator I
Columbus, OH · On-site
Calculates fund distribution requirements to satisfy both income and excise requirements ... to managers. * Participate in efforts with the financial administration department for the ...
Tax Administrator I
Columbus, OH · On-site
Calculates fund distribution requirements to satisfy both income and excise requirements ... to managers. * Participate in efforts with the financial administration department for the ...
Accounting Internship - Fall 2026
Columbus, OH · On-site
$15.50 - $19.50/hr
Ultimus LeverPoint is currently seeking Interns to join our Fund Accounting team for the upcoming ... multitask, time management, attention to detail, planning and problem-solving skills required ...
Accounting Internship - Fall 2026
Columbus, OH · On-site
$15.50 - $19.50/hr
Ultimus LeverPoint is currently seeking Interns to join our Fund Accounting team for the upcoming ... multitask, time management, attention to detail, planning and problem-solving skills required ...
Associate Manager - Fund Summary Description The Associate Manager provides daily accounting support for the Fund Team and is responsible for all areas relating to client financial reporting. The ...
Associate Manager - Fund Summary Description The Associate Manager provides daily accounting support for the Fund Team and is responsible for all areas relating to client financial reporting. The ...
Fund Manager information
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1% of jobs
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$70K - $140K/yr
Full-time
Medical, Life, Retirement, PTO
Re-posted 12 days ago
Job description
TheCommunity Impact Capital Fund Investmentswillsupport the VP, Equity Investment Managerand helpleadtheunderwriting and project management of LIHTCfund investments with the bank'ssyndicator partners.The individual will also helpmanage relationships withCIC loan officers and act as a liaison betweensyndicator partners andexternal developer relationships. The project manager will report to theVP, Equity Investment Manager.
Please note:the preferred locations are Columbus, St. Louis, Cleveland, Detroit, Chicagoor New York. They will be responsible for:
- Underwriting equity investmentsfor LIHTCfundsand helping to manage relationship withsyndicator partners
- Acting as primary contact with thesyndicatorduring thefundunderwriting and closing process
- Financial modeling ofupper tier benefit schedules,property grids andother relevant analyses
- High proficiency in understanding and identifying associated risks, and the ability to describe and/or devise mitigants.
- Drafting and presenting comprehensive memorandums summarizing the transaction, including deal structure, budgets, guarantor analysis, compliance, risks and mitigants, and final recommendation. Memos should be of high quality and based on sound underwriting.
- Review and comment on fund documents includingprivate placement memorandums and subscription documents.
- Own, manage and track CRA investment goals andcollaborate with Huntington CRA team
- Working withCICOriginations onstrategies for loan opportunities and alignment with CRA lending goals
- Acting as a key point of contact with Creditfor fundinvestments
- Manage and lead treasury management tracking for syndicator relationships
- Demonstrating strong stewardship over Huntington's financial and community impact interests internally and in the communities where we invest
- Representing the bank in industry events andparticipatein industry leading discussions, including policy
Basic Qualifications
- Bachelor's degree from accredited university
- 6+ of LIHTC experience
- 4+ years of LIHTC (or CRE) underwriting and closing experience
Preferred Qualifications
- Advanced degree from accredited university. Finance, accounting, or business degree preferred.
- 8+ of LIHTC experience
- 6+ years of LIHTC (or CRE) underwriting and closing experience
- Tax credit syndications experience
- Technical knowledge of the LIHTC program
- Familiarity with other tax credit programs such as State and Historic Tax Credits and debt products
- High proficiency in excel modeling of debt and equity investments
- Advanced knowledge ofLIHTC fund investment
- Strong presentation skills to Credit and other internal stakeholders
- Knowledge of financial, accounting and/or technology systems
- Ability to work under tight deadlines and under pressure
- Ability to identify problems and recommend appropriate solutions
- Strong presentation skills
Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$70,000 - $140,000 Annual SalaryThe compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.