Asset Manager - Truist Community Capital

Oversee and administer Truist Community Capital’s equity investment portfolio, including portfolio reporting, asset management monitoring, regulatory/CRA metrics, and risk rating support. Partner with asset managers and third-party vendors to manage reporting, confirmations, legal/regulatory documentation, invoicing, and renewals. Monitor investment performance and compliance with bank credit terms and IRS requirements, including operating budget, audited financials, and partnership tax returns, plus in-person property inspections.