Asset Manager

Asset Manager

Twain Financial Partners ("Twain") is an investment firm located in St. Louis, MO, with over $6 billion in assets under managements within the public-private partnership sector. Our firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.

The Asset Management Team is responsible for the management and review of the Twain portfolio. The portfolio consists of a diverse set of investments, including Historic Tax Credit (HTC), Ground Lease, Sale-Leaseback, Renewable Energy, Bridge Loan and Property Assessed Clean Energy (PACE) transactions. Asset Management works to ensure that every asset performs in accordance with underwriting assumptions and mitigates any risk associated with the underlying project and their ability to meet financing obligations.

The Asset Manager is responsible for the proactive management of a portfolio of specialty real estate and/or renewable energy projects throughout the United States. The Asset Manager monitors the portfolio by evaluating the performance of the underlying investment and ensuring the investment maintains programmatic compliance with the relevant statutory requirements. This full-time position is located in St. Louis, Missouri and requires limited travel.

Responsibilities

• Coordinate capital calls, capital installments, and loan disbursements
• Identify changes in asset performance from underwriting expectations
• Communicate with real estate developers, investors, and professional services firms
• Facilitate the delivery of investment benefits
• Manage timely collection of required portfolio reporting requirements and deliverables
• Analyze and interpret transaction legal documents
• Prepare Monthly Portfolio Reviews for discussion with Asset Management leadership
• Review the accuracy of newly onboarded transactions and spearhead corrections as needed
• Lead/manage challenging, complex deals and deal modifications successfully
• Understand the risks associated with deals and communicate those risks to management in a clear/concise manner
• Ability to resolve issues independently with succinct summaries provided as needed
• Viewed as a subject matter expert and primary point of contact in one or more Twain products/investments (i.e., PACE, Ground Lease Capital, HTC, Renewables, etc.)
• Bring new ideas to help department operate more efficiently including working through the details to execute on those as approved by Leadership
• Mentor less experienced Team Members
• Review borrower draw requests and facilitate disbursements as approved by Leadership
• Other duties as assigned

Requirements

Preferred experience:

• B.S./B.A. degree or higher
• 2+ years direct experience in commercial real estate/construction lending, tax credit investing, or other economic development finance programs
• Highly effective communication skills, business acumen, attention to detail, curious mindset, independent thinker, works independently with little oversight, works collaboratively with other teams, exhibits a positive attitude, flexible and employs a growth mindset
• Preferred knowledge of tax credit or incentive programs
• Strong interpersonal, written, and verbal communication skills
• Well-developed analytical and problem-solving skills
• Experience in legal document review and negotiation
• Understanding of basic accounting principles
• Proficient in Microsoft Suite and Copilot
• Highly motivated, ability to multi-task and be driven by a fast-paced environment