The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of tax equity transactions
Job Summary
The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of tax equity transactions.
As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management for a specific line of business.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Matching Summary
The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of tax equity transactions.
Salary
Charlotte, NC: $209,500 - $239,100; Houston, TX: $209,500 - $239,100; New York, NY: $251,400 - $286,900; Bonus/Equity: Performance based incentive compensation; Benefits: Comprehensive benefits package
Skills & Requirements
Must-have
Tax equity transaction underwriting
Credit risk management
Financial statement analysis
Cash flow analysis
Deal structuring and negotiation
Portfolio monitoring and management
Nice-to-have
Leadership across deal teams
Mentoring and training junior associates
Customer relationship management
Collaboration with internal partners
Key Requirements
Bachelor’s Degree or Military Experience
5+ years tax equity transaction underwriting and execution
7+ years tax equity, credit, portfolio, or asset management
Master’s Degree in Business Accounting, Finance, or relevant fields
10+ years credit underwriting or portfolio/asset management
3+ years leadership experience with deal teams or analysts