Bulge Bracket Investment Banks

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"Historic Tax Credit Banker - Associate: identification, structuring & closing HTC equity investments for adaptive reuse developments in low/moderate-income communities."

Compensation: Not specified
City: Los Angeles
Country: United States

Full Job Description

Location: Los Angeles, CA, United States

Are you passionate about Commercial Real Estate? Are you interested in a career in Historic Tax Credit Equity? Do you take pride in supporting impactful adaptive reuse developments around the country? If yes, our Historic Tax Credit group is the right team for you.

As a Community Development Tax Credit (CDTC) Associate Banker. This role supports the delivery of financial products that foster development and revitalization in low- and moderate-income communities, with a focus on Historic Tax Credit (HTC) equity investments. As an Associate Banker, you will work alongside experienced professionals to identify, underwrite, structure, and close HTC equity investments, contributing to impactful adaptive reuse developments nationwide

Job Responsibilities:

Assist in generating new HTC investment opportunities by cultivating prospects, networking with referral sources, and supporting business development efforts for HTC-eligible transactions

Support due diligence processes for HTC equity investments, including preparing term sheets and credit approval documents

Collaborate with deal teams consisting of internal and external partners to structure and close financings involving HTC subsidies.

Develop and maintain relationships with developers, legal professionals, accountants, and consultants in the HTC industry.

Work with multiple lines of business within JPMorgan Chase, including Commercial Real Estate, Community Development Real Estate, Private Banking, and Middle Market Banking.

Required Qualifications, Capabilities, and Skills:

Bachelors degree required.

Strong analytic and writing skills.

Excellent project management skills with the ability to multi-task.

Strong interpersonal, communication, and teamwork skills.

Proficiency in Microsoft Excel, Word, and PowerPoint.

2+ years of credit analysis, structured finance, real estate or equity investment experience

Preferred Qualifications, Capabilities, and Skills:

Experience in credit analysis, structured finance, real estate, or equity investment.

Knowledge of Historic Tax Credits is strongly preferred.

MBA or advanced degree is a plus, but not required

The team provides best-in-class and cost-effective financing solutions across all major real estate asset classes.

Full Job Description

Location: Los Angeles, CA, United States

Job Responsibilities:

Assist in generating new HTC investment opportunities by cultivating prospects, networking with referral sources, and supporting business development efforts for HTC-eligible transactions

Support due diligence processes for HTC equity investments, including preparing term sheets and credit approval documents

Collaborate with deal teams consisting of internal and external partners to structure and close financings involving HTC subsidies.

Develop and maintain relationships with developers, legal professionals, accountants, and consultants in the HTC industry.

Work with multiple lines of business within JPMorgan Chase, including Commercial Real Estate, Community Development Real Estate, Private Banking, and Middle Market Banking.

Required Qualifications, Capabilities, and Skills:

Bachelors degree required.

Strong analytic and writing skills.

Excellent project management skills with the ability to multi-task.

Strong interpersonal, communication, and teamwork skills.

Proficiency in Microsoft Excel, Word, and PowerPoint.

2+ years of credit analysis, structured finance, real estate or equity investment experience

Preferred Qualifications, Capabilities, and Skills:

Experience in credit analysis, structured finance, real estate, or equity investment.

Knowledge of Historic Tax Credits is strongly preferred.

MBA or advanced degree is a plus, but not required

The team provides best-in-class and cost-effective financing solutions across all major real estate asset classes.

Historic Tax Credit Banker - Community Development Banking - Associate Banker

Full Job Description

SIMILAR OPPORTUNITIES

Historic Tax Credit Banker - Community Development Banking - Associate Banker

Full Job Description

SIMILAR OPPORTUNITIES