Senior Relationship Manager – New Markets Tax Credit Advisory
Core
Senior Relationship Manager leading the structuring, sourcing, and financing of New Markets Tax Credit (NMTC) projects for high-impact businesses and community facilities nationwide.
Role type
Senior IC relationship manager (capital formation)
Builds
NMTC financing structures and capital stacks for diverse industry projects
Domain
Financial services / Community development finance / Tax credit advisory
Deliverable
client delivery
Required skills
NMTC structuring, community development finance, commercial lending, structured finance, project management, due diligence, financial modeling, negotiation, stakeholder management
Preferred skills
CRE lending experience, subsidy accounting, business development, team supervision
Technologies
Financial modeling tools, pitchbook creation software
Responsibilities
Pursue and close new NMTC financing projects, establish relationships with investors and lenders, lead marketing of NMTC projects, manage project timelines and structures, prepare financial models and pitchbooks, negotiate term sheets, oversee due diligence and closing documentation, supervise team members
Seniority
Senior, hands-on IC with leadership responsibilities