Job Description

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $12 billion in loan originations in 2024. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.


At Greystone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence, and is a driving force behind our entrepreneurial spirit and creativity.


Greystone Real Estate Capital is currently recruiting for a Capital Officer who will support the successful coordination and alignment of investor investment strategies with the Company’s overall LIHTC syndication objectives and goals. The position will report to the Vice President of Investor Relations and work closely with senior executives as well as external investor partners and vendors with unwavering professionalism and excellence. To deliver to our partners the highest quality LIHTC investment experience, the Capital Officer must be a collaborative, proven self-starter and thrive in a fast-paced, highly skilled, and hard-working environment. This role has the opportunity to be remote.


Primary Duties and Responsibilities:

• Support the VP of Investor Relations, with the management of existing investor relationships and identification of prospective investors. This may include contacting potential investors, scheduling and attending meetings, presenting investment opportunities, and maintaining ongoing communication to cultivate strong relationships.
• Serve as the primary relationship manager for select proprietary investor accounts which includes, but is not limited to, intimately understanding their investment needs, pricing parameters and preferred investment criteria and underwriting standards, managing standing pipeline calls, facilitating deal and fund closings, arranging client entertainment and closing events, and ensuring that the client receives an exceptional level of service at all times.
• Assist with the multi-investor fund process to include aggregation of product, preparing timelines and fund marketing materials, working with counsel to draft upper tier legal documents, presenting the fund materials and key characteristics to the internal investment committee, and managing the ongoing investor due diligence and closing process.
• Serve as the lead on scheduling and arranging annual investor due diligence and portfolio reviews, preparing slide decks, coordinating with, and prepping team members, and facilitating the meeting.
• Work with internal constituents to structure and close upper tier low-income housing tax credit partnerships for national and regional multi-investor funds and proprietary funds.
• Work in conjunction with the Production Team to analyze investor outlets and select assets for LIHTC funds that optimize investor capital, deal originations and client needs.
• Communicate frequently with Investors to understand changing investment needs and deal pricing requirements.
• Own the development of comprehensive investment marketing materials including presentations, project/fund summaries, financial projections, and benefit schedules to highlight investment attributes to investors.
• Coordinate with Originations and the Credit & Underwriting team throughout the closing process to identify and mitigate transaction risks.
• Coordinate with Fund Management post-closing concerning ongoing investor reporting requirements.
• Establish and maintain relationships with key stakeholders, such as developers, investors, lenders, state and local housing agencies, consultants, and industry associations.
• Represent the company at industry conferences and community events.
• Innovate and apply efficiencies in the application of data and technology to support business opportunities.

Experience, Skills, and Abilities Required:

• Bachelor’s degree in business, finance, real estate, or related field. Master’s degree or equivalent preferred.
• Minimum of 7 years of experience in the LIHTC industry, with a proven track record of success in business development, syndication, origination, underwriting, closing, investor relations, fund management, and dispositions.
• Extensive knowledge of the LIHTC program, tax credit regulations, affordable housing finance, real estate development, and market trends.
• Highly organized, solutions oriented, forward-thinking nature.
• Strong interpersonal skills and customer advocacy skills.
• Must demonstrate a high proficiency with Excel and financial modeling.
• The ability to work in a fast-paced environment, remain flexible, and perform under pressure is essential to the role.

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

*The firm is the #1* overall HUD multifamily and healthcare lender by firm commitments, and a top 10 Fannie Mae and Freddie Mac multifamily real estate lender.*


*For HUD's 2024 fiscal year ending September 30, 2024. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing Company LLC and excludes risk sharing and hospital loans.*

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Job Tags

Local area, Remote work, Flexible hours,

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