Advantage Capital Management

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Associate Asset Management

$17 - $22.50/hr

The Company Advantage Capital has been financing projects and companies in communities underserved ... The Role The Asset Management team supports our affordable housing team by monitoring our ...

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Capital Markets Analyst- Tax Credit Syndication

Advantage Capital Management

New Orleans, LA โ€ข On-site

Full-time

Posted 4 days ago


Job description

Description:

New Orleans, LA (in-office)

Overview

Advantage Capitalโ€™s Capital Markets team executes transactions with institutional investors across all of the firmโ€™s tax credit platforms, including energy, affordable housing, New Markets Tax Credits, and state-level incentive programs.

The focus of this role is the syndication of all Advantage tax credits, supporting the execution of large-scale institutional transactions with banks, insurance companies, and other sophisticated investors.

Analysts are embedded in live deal execution and work closely with senior team members on investor-facing workstreams and transaction processes. The team collectively executes $1 billion+ of tax credit placements annually, including individual transactions that can exceed $200 million.

Responsibilities

  • Support the execution of syndication transactions from initial analysis through close
  • Review and interpret project-level financial models and underwriting materials
  • Prepare polished investor-facing presentations, deal summaries, and transaction materials
  • Assist with pricing analysis, investor allocation, and closing processes on complex transactions
  • Conduct targeted research on institutional investors and capital markets activity
  • Support ongoing investor relationships and external communications

Candidate Profile

This role is intended for a high-performing graduating senior or early-career finance professional (approximately 1โ€“2 years out of undergrad) who demonstrates strong analytical ability, professionalism, and sound judgment. A 3.5 grade point average is required.


Strong Candidates Typically Have

  • High academic achievement from a rigorous undergraduate program
  • For non-graduating seniors, experience in investment banking, transaction advisory, project finance, infrastructure, or related analytical roles
  • Strong quantitative and analytical skills; comfort working with financial models
  • Excellent written and verbal communication skills and the ability to present professionally to external stakeholders
  • Advanced Excel skills: PowerPoint proficiency required

Why This Role

  • Early exposure to large, complex institutional transactions
  • Direct interaction with sophisticated institutional investors
  • Specialized experience in tax credit syndication
  • Steep learning curve with meaningful responsibility early in your career
  • Competitive compensation with performance-based incentives

About Advantage Capital

Founded in 1992, Advantage Capital is a national impact investment firm providing innovative financing solutions across energy, affordable housing, small business, and community development initiatives. The firm combines institutional investment expertise with a long-standing commitment to generating durable economic and social impact.


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Requirements: