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Fund Management Summer Intern

  • Reports To
    VP, Fund Management
  • Location
    Indianapolis, IN
  • Date
    Summer 2020

Position Summary:

This is a full-time seasonal position with CREA, LLC (CREA), lasting approximately 12 weeks during summer.   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
  • Assist Fund Analysts with preparation of information for annual projections review
  • Other project-related activities as driven by CREA’s business needs

Successful interns will gain experience in understanding the development of operating projections within the real estate environment and the relationships between certain categories of revenue and expenses with that same environment.  The intern will also be introduced to the fundamentals of the Low-Income Tax Credit (LIHTC) industry.

 

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 Outlook, Word and Excel.  Will become familiar with other systems, databases and other research tools during their tenure of employment. Must possess and be able to demonstrate effectiveness with each of the following Key Attributes:

 

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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