New Markets Tax Credit Project Manager I
Core
Underwrite debt facilities and equity investments for New Markets Tax Credit (NMTC) projects, managing the full lifecycle from analysis to closing.
Role type
NMTC Project Manager
Builds
NMTC equity and debt investments
Domain
Real estate finance / Tax credit syndication
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work -> client delivery (investment closings)
Required skills
NMTC program technical knowledge, financial modeling (sources and uses, capital stack, pro forma, cash flow), risk identification and mitigation, limited partnership agreement negotiation, due diligence review
Preferred skills
State and Historic Tax Credits knowledge, debt product familiarity, tax credit syndications knowledge, Excel modeling proficiency
Technologies
Excel
Responsibilities
Underwrite debt facilities and equity investments, coordinate successful closings with internal and external groups, act as primary contact with developers during underwriting and closing, draft comprehensive transaction memorandums, lead limited partnership agreement negotiations and due diligence, update Credit teams on key investment issues
Seniority
Mid-level, hands-on IC