Teams at National Equity Fund

Lead review, troubleshoot, and maintain LIHTC Excel financial models from bid through closing and lifecycle. Coordinate tax and structuring with underwriting, fund accounting, investor relations, and external counsel. Conduct closing audits, produce stress analyses, manage post-closing changes, and adapt the organization's primary underwriting model to ensure tax and structural accuracy.

Lead NEF's Project Management department overseeing underwriting, transaction execution, operational excellence, quality assurance, and cross-functional coordination across LIHTC, Structured Finance, and Predevelopment. Build and develop teams, standardize workflows, implement process improvements, ensure accurate reporting, and manage transitions to Asset Management while supporting increasing transaction volume and complexity.

Provide legal support for fund and project transactions and compliance, including drafting and negotiating fund agreements, investor side letters, loan and warehouse documents, managing closings and outside counsel, handling transfers, KYC, HUD and local filings, and advising business teams on tax, securities, and structural matters.