Historic Tax Credit Banker - Community Development Banking - Associate Banker
JPMorganChase, Los Angeles, CA, United States
Are you passionate about Commercial Real Estate? Are you interested in a career in Historic Tax Credit Equity? Do you take pride in supporting impactful adaptive reuse developments around the country? If yes, our Historic Tax Credit group is the right team for you.
Position Overview As a Community Development Tax Credit (CDTC) Associate Banker, this role supports the delivery of financial products that foster development and revitalization in low- and moderate-income communities, with a focus on Historic Tax Credit (HTC) equity investments. As an Associate Banker, you will work alongside experienced professionals to identify, underwrite, structure, and close HTC equity investments, contributing to impactful adaptive reuse developments nationwide.
Job Responsibilities
Assist in generating new HTC investment opportunities by cultivating prospects, networking with referral sources, and supporting business development efforts for HTC‑eligible transactions
Support due diligence processes for HTC equity investments, including preparing term sheets and credit approval documents
Collaborate with deal teams consisting of internal and external partners to structure and close financings involving HTC subsidies
Develop and maintain relationships with developers, legal professionals, accountants, and consultants in the HTC industry
Work with multiple lines of business within JPMorgan Chase, including Commercial Real Estate, Community Development Real Estate, Private Banking, and Middle Market Banking
Required Qualifications, Capabilities, and Skills
Bachelor’s degree required
Strong analytic and writing skills
Excellent project management skills with the ability to multi‑task
Strong interpersonal, communication, and teamwork skills
Proficiency in Microsoft Excel, Word, and PowerPoint
2+ years of credit analysis, structured finance, real estate or equity investment experience
Preferred Qualifications, Capabilities, and Skills
Experience in credit analysis, structured finance, real estate, or equity investment
Knowledge of Historic Tax Credits is strongly preferred
MBA or advanced degree is a plus, but not required
Equal Opportunity Statement We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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Position Overview As a Community Development Tax Credit (CDTC) Associate Banker, this role supports the delivery of financial products that foster development and revitalization in low- and moderate-income communities, with a focus on Historic Tax Credit (HTC) equity investments. As an Associate Banker, you will work alongside experienced professionals to identify, underwrite, structure, and close HTC equity investments, contributing to impactful adaptive reuse developments nationwide.
Job Responsibilities
Assist in generating new HTC investment opportunities by cultivating prospects, networking with referral sources, and supporting business development efforts for HTC‑eligible transactions
Support due diligence processes for HTC equity investments, including preparing term sheets and credit approval documents
Collaborate with deal teams consisting of internal and external partners to structure and close financings involving HTC subsidies
Develop and maintain relationships with developers, legal professionals, accountants, and consultants in the HTC industry
Work with multiple lines of business within JPMorgan Chase, including Commercial Real Estate, Community Development Real Estate, Private Banking, and Middle Market Banking
Required Qualifications, Capabilities, and Skills
Bachelor’s degree required
Strong analytic and writing skills
Excellent project management skills with the ability to multi‑task
Strong interpersonal, communication, and teamwork skills
Proficiency in Microsoft Excel, Word, and PowerPoint
2+ years of credit analysis, structured finance, real estate or equity investment experience
Preferred Qualifications, Capabilities, and Skills
Experience in credit analysis, structured finance, real estate, or equity investment
Knowledge of Historic Tax Credits is strongly preferred
MBA or advanced degree is a plus, but not required
Equal Opportunity Statement We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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