Capital Markets Analyst- Tax Credit Syndication
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Job Location:
New Orleans, LA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
New Orleans LA (in-office)
Overview
Advantage Capitals Capital Markets team executes transactions with institutional investors across all of the firms tax credit platforms including energy affordable housing New Markets Tax Credits and state-level incentive programs.
The focus of this role is the syndication of all Advantage tax credits supporting the execution of large-scale institutional transactions with banks insurance companies and other sophisticated investors.
Analysts are embedded in live deal execution and work closely with senior team members on investor-facing workstreams and transaction processes. The team collectively executes $1 billion of tax credit placements annually including individual transactions that can exceed $200 million.
Responsibilities
- Support the execution of syndication transactions from initial analysis through close
- Review and interpret project-level financial models and underwriting materials
- Prepare polished investor-facing presentations deal summaries and transaction materials
- Assist with pricing analysis investor allocation and closing processes on complex transactions
- Conduct targeted research on institutional investors and capital markets activity
- Support ongoing investor relationships and external communications
Candidate Profile
This role is intended for a high-performing early-career finance professional (approximately 12 years out of undergrad) who demonstrates strong analytical ability professionalism and sound judgment.
Strong candidates typically have:
- 12 years of experience in investment banking transaction advisory project finance infrastructure or related analytical roles
- Strong quantitative and analytical skills; comfort working with financial models
- Excellent written and verbal communication skills and the ability to present professionally to external stakeholders
- High academic achievement from a rigorous undergraduate program
- Advanced Excel skills; PowerPoint proficiency required
Why This Role
- Early exposure to large complex institutional transactions
- Direct interaction with sophisticated institutional investors
- Specialized experience in tax credit syndication
- Steep learning curve with meaningful responsibility early in your career
- Competitive compensation with performance-based incentives
About Advantage Capital
Founded in 1992 Advantage Capital is a national impact investment firm providing innovative financing solutions across energy affordable housing small business and community development initiatives. The firm combines institutional investment expertise with a long-standing commitment to generating durable economic and social impact.
Required Experience:
IC
Key Skills
- Financial Statement Preparation
- Credit Analysis
- Cash Flow Analysis
- Math
- Banking
- Analysis Skills
- UCC Law
- Underwriting
- Financial Analysis
- Financial Modeling
- Financial Report Interpretation
- Word Processing
About Company
Advantage Capital brings capital and quality jobs to underserved areas, while producing competitive returns for our investors. Growing small businesses. Financing affordable housing. Expanding renewable energy solutions.
