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Fund Management Intern – Spring Semester 2020

  • Reports To
    VP, Fund Management
  • Location
    Indianapolis, IN
  • Date
    January - April 2020

Position Summary:

This is a full-time or part-time (25-40 hours per week) temporary position with CREA, LLC (CREA) from mid-January through mid to late April.  The candidate will assist in performing the following duties for the Fund Management Department:

  • Gather data and statistics to provide financial analysis of partnerships and Funds
  • Prepare portions of quarterly investor reports
  • Update tax credit asset management software with overview data and key information on Funds and Investors
  • Review financial statement audits and tax returns for conformity to projections
  • Aid in managing workflow of the department and tracking tasks and progress
  • Other project-related activities as driven by CREA’s business needs

Successful associates will gain experience in understanding operating projections within the real estate environment, reviewing audited financial statements and tax returns, and managing departmental processes and workflow.  The associate will also be introduced to the fundamentals of the Low-Income Housing Tax Credit (LIHTC) industry and advanced partnership taxation concepts.

 

Requirements:

Requires Junior or Senior standing towards a bachelor’s undergraduate degree, preferably in Finance, Accounting, or other business-related field.   Candidate must be proficient in Microsoft Word, Excel and have the ability to learn and utilize industry-related software.  Must possess and be able to demonstrate effectiveness with each of the following Key Attributes. Will become familiar with other databases and other research tools during their tenure of employment.

 

Key Attributes:

  • Strong analytical and interpersonal skills
  • Strong oral and written communication skills
  • Strong, proactive research and problem-solving skills
  • Ability to effectively manage and administer sensitive and confidential information
  • Must have strong initiative and be able to work with little guidance & supervision
  • Professionalism/Ethics (Trust, Attitude, Commitment, Honesty, Collaboration, Approachability)

 

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