Head of Opportunity Zone Investment Strategy
$180,000–$200,000 year
On-siteAlexandria, Virginia, United States
Job Summary
This strategy-first, platform-level role owns the OZ 2.0 investment platform, defining how Bonaventure participates (structures, geographies, asset types) and managing both proprietary deals and an external operator program. Responsibilities include developing OZ 2.0 investment thesis, achieving fund-level targets, coordinating capital formation with LPs, negotiating terms with third-party operators, determining fund structure (QOF vs QROF), and ensuring compliance and reporting under OZ guidelines. The role requires leadership across FP&A, fundraising, and investor relations, with a focus on scalable platform-building, GP co-investment management, and establishing a durable LP network.
Required Qualifications
- 10+ years in real estate private equity, tax-advantaged investment structures, or fund management
- Direct experience with Opportunity Zone fund mechanics — QOF formation, QOZB testing, working capital safe harbor, compliance calendar — under OZ 1.0 or OZ 2.0
- Experience evaluating and allocating to third-party operators or managing a multi-manager investment platform, not just running a single-sponsor fund
- Track record of building LP relationships and raising capital, with a network among family offices, RIAs, or institutional allocators with capital gains exposure
- Strong command of OZ 2.0 structural changes: rolling five-year deferral, 10%/30% basis step-up tiers, QROF eligibility, redesignation calendar, and enhanced OBBBA reporting
- Multifamily or mixed-use real estate underwriting depth; ability to evaluate deals from both internal and external operators against a consistent standard
- Experience at a fund-of-funds, multi-manager platform, or OZ aggregator — where evaluating external operators was a core part of the role
- Prior work at a firm that built meaningful scale in OZ 1.0 ($100M+ raised) and can apply those learnings to OZ 2.0
- Established network of OZ-active developers and operators across the Mid-Atlantic, Southeast, and rural markets
- Relationships with OZ-focused fund administrators, tax counsel, and placement agents
- CPA, CFA, or JD with tax or structured finance concentration
Desired Qualifications
- 10+ years in real estate private equity, tax-advantaged investment structures, or fund management
- Direct experience with Opportunity Zone fund mechanics — QOF formation, QOZB testing, working capital safe harbor, compliance calendar — under OZ 1.0 or OZ 2.0
- Experience evaluating and allocating to third-party operators or managing a multi-manager investment platform, not just running a single-sponsor fund
- Track record of building LP relationships and raising capital, with a network among family offices, RIAs, or institutional allocators with capital gains exposure
- Strong command of OZ 2.0 structural changes: rolling five-year deferral, 10%/30% basis step-up tiers, QROF eligibility, redesignation calendar, and enhanced OBBBA reporting
- Multifamily or mixed-use real estate underwriting depth; ability to evaluate deals from both internal and external operators against a consistent standard
- Experience at a fund-of-funds, multi-manager platform, or OZ aggregator — where evaluating external operators was a core part of the role
- Prior work at a firm that built meaningful scale in OZ 1.0 ($100M+ raised) and can apply those learnings to OZ 2.0
- Established network of OZ-active developers and operators across the Mid-Atlantic, Southeast, and rural markets
- Relationships with OZ-focused fund administrators, tax counsel, and placement agents
- CPA, CFA, or JD with tax or structured finance concentration
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