Tax Credit Equity Asset Manager

Mnbankandtrust

Buffalo, New York, United States of America
Base: $89,600.00 - $149,300.00 annual (usd); bonus...
Lihtc, htc, nmtc, retc tax credit investments
Drafting internal bank investment approval memos
Financial due diligence and cash flow analysis
The position supports various tax credit equity investments including Low Income Housing Tax Credit and Historic Tax Credit

Job Summary

  • The position supports various tax credit equity investments including Low Income Housing Tax Credit and Historic Tax Credit.
  • The role requires working closely with Relationship Managers to underwrite deals and prepare internal bank investment approval memos.
  • Candidates must ensure all regulatory approvals are obtained and that investment types match regulatory applications before closing.

Matching Summary

The position supports various tax credit equity investments including Low Income Housing Tax Credit and Historic Tax Credit.

Salary

Base: $89,600.00 - $149,300.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • LIHTC, HTC, NMTC, RETC tax credit investments
  • Drafting internal bank investment approval memos
  • Financial due diligence and cash flow analysis
  • Regulatory approval confirmation prior to closing
  • Portfolio risk rating assignment

Nice-to-have

  • Strong relationship building skills
  • Fast response time in high volume environment
  • Excellent stakeholder management abilities
  • Proficiency with MRI vendor software systems

Key Requirements

  • Bachelor's degree or 9 years combined experience
  • Minimum 5 years relevant experience in tax credits
  • Proficiency in word processing, spreadsheet, and presentation software

Work Rights

Not specified

Tailored Resume

Cover Letter