Join our successful team dedicated to investing in New Market Tax Credit (NMTC) projects. As a Structured Finance Management Associate, you will play a key role in managing the bank's New Market Tax Credits (NMTC) and State Tax Credits initiatives. You will serve as the primary point of contact for Community Development Entities (CDEs) and project borrowers (QALICBs) following the closing of a New Markets Tax Credit transaction. Additionally, you will act as the business-side liaison between our clients and the internal groups that service our Tax Credit transactions. The ideal candidate will excel in a fast-paced, entrepreneurial environment, showcasing adaptability and keen attention to detail.

 

Job Responsibilities

Prepare credit approval documents for Community Development Tax Credit equity investments Closing execution with other Project team members Work closely with the Project Team members, Chase Credit, and Legal on distressed projects  Assist in creating monthly, quarterly, and semi-annual investment reports. Perform reporting of community development project impact and program reporting to the U.S. Treasury. Maintain ticklers for internal and external reporting. Assist in program compliance reviews and manage organizational tasks required during the closing of New Market Tax Credit investments. Collaborate with QALICBs, CDEs, and lenders post-close to ensure accurate transaction flow during the 7-year compliance period.

 

Required qualifications, skills, and capabilities

2-4 years of experience in banking, lending, or credit. Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) preferred. Strong analytical and writing skills. Excellent interpersonal, communication, and teamwork abilities. Proficient in computer skills. Bachelor's degree preferred. 

 

Preferred qualifications, skills and capabilities

Bachelor's degree preferred.

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.