- M&T Bank (Buffalo, NY)
- **Overview:** _Asset manager function will support various tax credit equity investments (eg LIHTC (Low Income Housing Tax Credit , HTC(Historic ... Tax Credit ), NMTC(New Markets Tax Credit ), and RETCs(Renewable Energy ...and processing of priority distributions, cumulative priority distributions, and asset management fees for direct projects. **_Investment Dispositions_** +… more
- US Bank (New York, NY)
- … Exits will manage the simultaneous unwind of syndicated investment funds and lower tier tax credit transactions, as well as direct investments of US Bank Impact ... Finance. The Director will: + Negotiate investor exits from equity investments that involve one or more of Low...its financial impact. + Ensure that the exit from tax credit projects adheres to US Bancorp… more
- Wells Fargo (New York, NY)
- …and resolution of exceptions + Experience with tax withholding and tax reporting functions + Understanding of asset servicing events including across ... Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment Banking Operations. The… more
- JPMorgan Chase (New York, NY)
- JP Morgan Chase Asset Management team is looking for energetic, creative talent to join our Product- Summer Analyst Program. The nine-week program kicks off with a ... engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join...equities, fixed income, real assets, hedge funds and private equity . You'll collaborate with industry experts to develop investment… more
- Bank of America (New York, NY)
- …role will be ongoing credit responsibility for a designated portfolio of tax equity , debt project and structured financings. It is expected that the ... reviews and risk rating scorecards, as well as troubled asset reports. The Portfolio Manager will provide timely responses...experience in commercial banking or finance industry with significant credit , tax equity , and energy… more
- Neuberger Berman (New York, NY)
- …in client assets (as of September 30, 2023) across a range of strategies-including equity , fixed income, quantitative and multi- asset class, private equity ... Berman with over $120 billion of investor commitments across our private equity fund of funds, secondary investments, co-investment and direct investment areas,… more
- BlackRock (New York, NY)
- …more rapidly increase its footprint in a quickly growing and increasingly competitive private credit asset class. The team will do so by leveraging its product ... platform serves investors seeking outperformance in infrastructure, private debt, private equity , real estate and multi-alternatives solutions. We strive to bring… more
- Aflac (New York, NY)
- Portfolio Analyst The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global Investment Job Id: 6282 About Our Company Aflac ... Asset Management, LLC, (dba Aflac Global Investments or GI)...a Portfolio Analyst to join Aflac Global Investment's (GI's) Credit Team. The Credit Team has responsibility… more
- Huntington National Bank (Albany, NY)
- …accounting, or business + Technical knowledge of the LIHTC program + Familiarity with other tax credit programs such as State and Historic Tax Credits and ... statements, real estate owned schedules, organizational structures, and business plans + Some tax credit syndications knowledge + Strong presentation skills to … more
- Neuberger Berman (New York, NY)
- …loans/receivables, via credit facilities, whole loan purchases, corporate debt and equity . Due to the complex nature of the assets and funds that comprise ... in client assets (as of September 30, 2023) across a range of strategies-including equity , fixed income, quantitative and multi- asset class, private equity … more
- Churchill (New York, NY)
- …and Principal of Finance with the oversight of the accounting, financial reporting and tax functions for a group of private equity and mezzanine debt funds. ... Associate, PEJC Fund Accountant New York,NY Churchill Asset Management LLC Job Title: Senior Associate Division:...(investment company accounting required). * CPA preferred. * Private Equity and/or Private Credit experience strongly preferred.… more
- BlackRock (New York, NY)
- …who will be responsible for sourcing, evaluating, structuring and executing quality credit facilities provided to private equity funds, including NAV facilities. ... borrowers and their sponsors + Conducting qualitative and quantitative asset level credit analysis including data synthesis...lending, private debt investing, structured credit or credit secondaries + Familiarity with private equity … more
- Capital One (New York, NY)
- …and Role:** Capital One's Community Finance team originates debt and equity to support affordable housing development. Community Finance provides debt financing, ... and invests in low income housing credits through proprietary and multi equity funds. The Underwriting, Portfolio & Loan Management team is primarily responsible for… more
- Capital One (New York, NY)
- …and Portfolio Management team. The Line of Business is focused primarily on Tax Equity transactions in the Renewables sector including wind, solar, storage ... Degree or Military Experience + At least 7 years of experience in credit underwriting, portfolio management, or asset management **Preferred Qualifications:** +… more
- US Bank (New York, NY)
- …experience - Typically three or more years of management or direct tax credit business development experience **Preferred Skills/Experience** - Master's or ... in building and reviewing project financial models US Bancorp Impact Finance, the tax credit and community development division of US Bank, believes all… more
- JPMorgan Chase (New York, NY)
- …investors in the financial services industry; alternative investments, including private equity , private credit , infrastructure, real estate, and hedge funds; ... ideas / enhancements to existing investment funds, including understanding relevant tax issues and regulatory requirements. Work with internal/external legal counsel… more
- International Rescue Committee (New York, NY)
- …and evaluate loan application documents (financial statements, cash flow projections, tax returns, credit reports, etc.); apply CEO's underwriting standards ... with trusted community-based organizations that offer financial education and other asset -building services. The Loan Officer is a remote position that can… more
- Santander US (New York, NY)
- …will also occasionally support the other Structured Finance teams including Fund Finance, Tax Equity and Structured Real Estate. The Associate will also be ... knowledge and trends. + Experience with transactions that utilize tax equity is a plus. + Ability...+ Experience in debt advisory, acquisition finance, bond and equity underwriting, private placements, asset securitization, public… more
- Neuberger Berman (New York, NY)
- …in client assets (as of September 30, 2023) across a range of strategies-including equity , fixed income, quantitative and multi- asset class, private equity ... and performance measurement calculations of a series of real estate Private Equity investment funds, with an entity level investment strategy. The NB Almanac… more
- Deloitte (New York, NY)
- …financial planning, asset protection, risk transfer services, customized securities-backed credit and lending, and tax services to individuals and families ... transformations, and risk management services. Your industry knowledge will be a valuable asset in serving our clients. As a Consultant you will have the opportunity… more