Fund Strategy and Structuring, Director

For our client, we are seeking a Fund Strategy and Structuring, Director to join the team of a leader in the Education, Government & Non-Profit space.

This leader will focus on shaping fund allocation strategy and optimizing fund-level outcomes across complex investment vehicles. The role will partner closely with senior stakeholders to evaluate investor mixes, sequencing, risk, and revenue considerations that influence fund assembly decisions. In addition, this leader will own a strategic fund model and use it to support decision-making, ongoing monitoring, and continuous process improvement.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $150,000 – $195,000 annually

Responsibilities

• Lead deal allocation strategy for multi-investor funds to optimize tax credit delivery and fee generation.
• Conduct senior-level scenario analysis on revenue, timing, and risk implications of investor mixes and deal sequencing.
• Integrate strategic intelligence into fund assembly decisions to enhance overall fund characteristics.
• Own the fund model as a strategic tool throughout its lifecycle, ensuring accuracy and decision-usefulness.
• Monitor credit delivery and flag variances that could impact investors or revenue.
• Manage fund-level bridging strategy and establish policies for resource usage and risk tolerance.
• Drive continuous improvement of the fund model, enhancing usability and analytical flexibility.

Qualifications

• 5+ years of experience in LIHTC fund modeling or complex investment vehicles.
• Deep understanding of investor dynamics and fund-level revenue drivers.
• Strong systems thinker with a proven track record in process improvement.
• Self-motivated and effective at problem-solving, both independently and in teams.
• Advanced Excel modeling skills; strong communication abilities; Salesforce experience preferred.

Benefits

• Comprehensive health, dental, and vision care plans.
• Family-building benefits including adoption and surrogacy support.
• Flexible work arrangements to promote work-life balance.
• Access to mental health benefits and an Employee Assistance Program (EAP).
• Financial education and wellness programs, plus 401(k) with employer matching contributions.
• Tuition reimbursement for job-related courses and certifications.

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.