• Huntington National Bank (Pittsburgh, PA)
    Description Job Description The Community Impact Capital (CIC) Group is seeking a New Market Tax Credit (NMTC) Division Project Manager will lead equity ... in NMTC Preferred Qualifications Technical knowledge of the NMTC program Familiarity with other tax credit programs such as Low-Income Housing Tax Credits,… more
    Upward (07/14/25)
    - Save Job - Related Jobs - Block Source
  • Citizens Bank (Boston, MA)
    … (LIHTC) is highly preferred. Historic Tax Credit (HTC) and New Market Tax Credit (NMTC) a benefit Strong verbal and written communications ... financial models using a variety of formats/systems, preparing CPS/T&C/Appendices for new credit and renewal requests, Sponsor/Guarantor analyses, completion of… more
    Upward (07/23/25)
    - Save Job - Related Jobs - Block Source
  • Blue Castle Agency (Boston, MA)
    REGIONAL PROPERTY MANAGER (Affordable / Tax Credit ) The Regional Property Manager is responsible for the overall management of a portfolio of properties in a ... YOU'LL DO Managing the day-to-day operations of a portfolio of affordable and tax credit housing properties, including leasing, maintenance, and repairs, while… more
    Upward (07/13/25)
    - Save Job - Related Jobs - Block Source
  • Carta (Sandy, UT)
    …Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets ... purpose-built for everyone in venture capital, private equity and private credit . Carta's fund administration platform supports nearly 7,000 funds and SPVs,… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Westamerica Bank (Suisun City, CA)
    …including merger and acquisition due diligence, loan participations and syndications, and tax credit investment underwriting for either loans and/or investments. ... and larger consumer loans secured by real estate. Responsible for the credit quality, yield and portfolio mix. Position requires the supervision, creation… more
    Upward (07/01/25)
    - Save Job - Related Jobs - Block Source
  • OceanFirst Bank (Philadelphia, PA)
    …estimated personal net cash flow through the thorough investigation of personal tax returns and credit reporting documentation. 13. Prepare comprehensive written ... profiles, business and product cycles, operating performance and appropriate economic and market research. 14. Assign a credit risk rating. 15. Prepare… more
    Upward (07/08/25)
    - Save Job - Related Jobs - Block Source
  • Wings Financial (St. Paul, MN)
    …timelines. Attend Business Loan Review Committee meetings to assist commercial lenders with new credit request presentations and annual credit reviews. ... PRIMARY PURPOSE: This role provides credit analysis for new and existing...new loan requests interpreting and using financial statements, tax returns and projections; Evaluate borrower's profitability, liquidity, leverage,… more
    Upward (07/18/25)
    - Save Job - Related Jobs - Block Source
  • Truist (Atlanta, GA)
    …and bring in the appropriate partners to deliver Truist solutions. 5. Champion non- credit financial services activity in the middle market segment, driving ... develop, manage, service, retain, and grow long-term profitable middle market relationships by offering a full range of loan,...and proficient in most aspects of corporate finance, Capital Markets , Treasury, and other non- credit services 5.… more
    Upward (07/17/25)
    - Save Job - Related Jobs - Block Source
  • Ropes & Gray LLP (Boston, MA)
    …and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and ... areas, including asset management, private equity, M&A, finance, real estate, tax , antitrust, life sciences, health care, intellectual property, litigation &… more
    Upward (07/01/25)
    - Save Job - Related Jobs - Block Source
  • Pacific Premier Bank (Riverside, CA)
    …terms and conditions with the managers or officers of small to middle market companies. Negotiates the terms of credit agreements, including financial covenants ... The Relationship Manager - Commercial (C&I) Inland Empire market is responsible for creating, developing, and managing commercial banking relationships. The… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Edward Jones (Frederick, MD)
    …over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. ... and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business,… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Adams Street Partners (Chicago, IL)
    …and portfolios (including permanent/open ended capital structures) Experience with private markets credit facilities preferred Advanced degrees with a background ... Adams Street Partners ("Adams Street") is a global private markets investment manager that has $61 billion in assets under management. The firm is 100%… more
    Upward (06/25/25)
    - Save Job - Related Jobs - Block Source
  • Ameris (Atlanta, GA)
    …for setting business development strategy and executing sales production efforts to acquire new commercial and consumer business within the market area. The ... loan growth objectives, services an extensive, complex customer portfolio and market , and demonstrates the Ameris Vision, Purpose, Expectations and Values. Performs… more
    Upward (07/18/25)
    - Save Job - Related Jobs - Block Source
  • Partners Group (New York, NY)
    …Serve as key Regulatory Compliance resource globally for Partners Group's growing liquid credit and public markets activities with respect to developing and ... expect 3-5 years of relevant work experience in public markets trade surveillance, private markets and/or asset...execution, and the rules, laws and regulations that address market misconduct. Global knowledge of European Union MiFID II… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Sia (New York, NY)
    …financial services sector, focusing on the identification, measurement, and management of Credit Risk, Market Risk, Liquidity Risks, etc. Help clients understand ... and reporting of exposures to interest rate, commodity, equity, credit , and foreign exchange movements Develop a point of... market needs. Consultants located in our primary market office locations- New York City, Charlotte, Seattle,… more
    Upward (07/21/25)
    - Save Job - Related Jobs - Block Source
  • WinnCompanies (Holyoke, MA)
    …for the lease up- building which should be ready in September. Must have Tax Credit Leasing Experience Please note that the selected candidate will adhere ... and current residents to achieve maximum occupancy for a lease up Must Have Tax Credit Experience. Generate and manage traffic, lotteries, wait list, property… more
    Upward (07/11/25)
    - Save Job - Related Jobs - Block Source
  • Carta (San Francisco, CA)
    …Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets ... purpose-built for everyone in venture capital, private equity and private credit . Carta's fund administration platform supports nearly 7,000 funds and SPVs,… more
    Upward (07/19/25)
    - Save Job - Related Jobs - Block Source
  • Atria Wealth Solutions (Allentown, PA)
    …otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with ... CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide...of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on… more
    Upward (07/25/25)
    - Save Job - Related Jobs - Block Source
  • Blue Sky Hospitality Solutions (Baton Rouge, LA)
    …pre-payment / all payment is received per policy. Social events in advance, tax exempt certificates received, proper credit applications filled out and approved ... to detect market trends and related information for development of new marketing strategies. Make reasonable recommendations to improve potential from various … more
    Upward (06/28/25)
    - Save Job - Related Jobs - Block Source
  • AFIN Family Wealth Management Inc (Winnetka, IL)
    …good judgment by recognizing urgency and setting priorities Must pass criminal and credit background checks Ability to quickly understand new concepts and learn ... new technology and systems In-depth knowledge of financial markets , investment products, and wealth management strategies. Demonstrated ability and commitment to… more
    Upward (07/18/25)
    - Save Job - Related Jobs - Block Source