- 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
- Huntington National Bank (Lansing, MI)
- …Impact Capital ("CIC") Project Manager Analyst will support Project Managers in working on tax credit equity and debt underwriting and project management of ... closers, loan administrators, RETS, third-party reports, counsel, other lenders, etc.). Ensure proposed tax credit financed project complies with all tax … more
- JPMorgan Chase (Chicago, IL)
- …for all aspects of monitoring, maintaining and reporting on a portfolio of " tax equity " investments in alternative energy projects, including wind, solar, ... JPMorgan's Tax Oriented Investments (TOI) group is responsible for...major preferred. + Relevant work experience in project finance, asset management or lending credit analysis a… more
- PNC (Portland, OR)
- …opportunity to contribute to the company's success. As an Underwriter IV within PNC's Tax Credit organization, you will be based in Boston, Louisville, Portland ... portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain … more
- JPMorgan Chase (Columbus, OH)
- …substantial wealth, utilizing the Private Bank's discretionary investment management, brokerage, tax and estate planning, credit , capital raising and specialty ... The Wealth Management (WM) Credit Risk team is seeking a Lead ...including underwriting. + Actively participate in diversity, inclusion and equity efforts across the organization. **Required qualifications, capabilities, and… more
- JPMorgan Chase (Chicago, IL)
- …quantitative discipline + 7+ years of work experience in Wholesale Credit Risk, Tax Equity , Project Finance or Asset -Backed Securities + Experience in ... Responsibilities** + Serve as Risk transaction lead for US tax equity investments where JPM is monetizing...Approve investments while serving on investment committees. + Use credit underwriting and analysis skills to risk grade renewable… more
- Internal Revenue Service (Washington, DC)
- …hear from employees themselves. Responsibilities Office of Chief Counsel, IRS, the largest tax law firm in the country, is looking for enthusiastic individuals to ... multiple Business Units in the Office of Chief Counsel. As a General Attorney ( Tax ) for the Associate Chief Counsel, you will perform the following principal duties… more
- Clark Construction Group, LLC (Mclean, VA)
- …leaders. **Responsibilities** + Lead strategic projects and focus areas including 1) Research Tax Credit , 2) Green Energy Incentives included in the Inflation ... a public accounting firm and/or relevant industry (construction, private equity or real estate preferred) + Domestic partnership income...accounting (percentage of completion) + Exposure to the research tax credit + Experience with ASC 740… more
- US Bank (Denver, CO)
- … 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 (Chicago, IL)
- …making JPMorgan a leading player in the rapidly growing market for renewable energy tax equity . The TOI group employs over 100 professionals, is based in ... : + Responsible for a portfolio of renewable energy tax credit transactions, which include model updates,...filings + Work closely with TOI origination group and asset management group when analyzing investments to understand deal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investments. With nearly $4 billion in assets under management, their strategies cover traded credit , private credit , and various asset classes like bank ... progress). + Background in public accounting or industry experience within alternative asset management. + Experience in Credit /Fixed Income assets. +… more
- JPMorgan Chase (Chicago, IL)
- …Compliance Manager within DAH's portfolio. The Direct Affordable Housing (DAH) Group within Tax Oriented Investments (TOI) is an equity investor in affordable ... are seeking an experienced Administration Associate to join our team! As a Tax Oriented Investments - Affordable Housing - Associate within the Direct Affordable… more
- Manulife (Los Angeles, CA)
- …Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife Investment Management's ... **General Accountability:** The **Senior** **Financial Reporting Analyst, Real Estate Asset Management** is generally responsible for overseeing and providing… 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
- JPMorgan Chase (Denver, CO)
- …is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model ... within the Private Bank including but not limited to credit and lending, multi- asset class investments, wealth...various teams, including but not limited to market strategy, equity , and alternative investment teams to conduct research and… more
- Byline Bank (Chicago, IL)
- …field exams, tax returns, operating statements, personal financial statements, credit reports, and asset searches. + Recommends appropriate outside counsel, ... **Objective of Position** : The Special Asset Group (SAG) Sr. Manager is responsible for...& Portfolio Management Department. + Presents clear and concise credit approval requests (with credit analyst and… 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
- Wellington (Boston, MA)
- …Investment Deal Teams, the Client Group, Fund Services, Legal Services, and Tax Services. **RESPONSIBILITES** The Private Credit Investment Director's primary ... 12-15+ years of experience in a related position. An understanding of asset management, private markets (specifically private credit , growth lending, investment… more