Join a dynamic team within the Commercial & Investment Bank (CIB)’s Community Development Banking group, where you’ll help drive the success of the Historic Tax Credit initiative.
As a Structured Finance Manager within the Commercial & Investment Bank (CIB)’s Community Development Banking group, you’ll collaborate with experts across business lines—including affordable housing and new market tax credits—gaining exposure to a variety of commercial real estate financing structures.
This role centers on asset and risk management of the historic tax credit portfolio, offering experience with complex transactions and opportunities to broaden your knowledge of other tax credit programs (LIHTC, energy, and more). Your formal title will reflect your experience and contributions.
Job Responsibilities:
Analyze and evaluate project reporting, including rent rolls, financials, and tax returns to inform investment decisions and ensure complianceMonitor development progress from construction through lease-up and stabilization, ensuring projects stay on trackSupport project feasibility assessments by reviewing due diligence materials such as financial statements, market studies/appraisals, operating assumptions, financial models, capital stack sources, construction documents, and other related diligenceAssist in preparing investment approval packages for internal stakeholdersHelp manage capital contributions and track investment returnsFoster relationships with developers, property managers, accountants, and attorneysContribute to new initiatives and participate in special projects that shape the future of the platformRequired qualifications, capabilities and skills
Minimum of 2.5 years of experience in commercial real estate, with a background in credit analysis and financial modelingStrong written and verbal communication skills, with a keen analytical mindset and attention to detailAbility to thrive in a fast-paced environment, juggling multiple priorities while applying critical thinkingProficiency in MS Office programs