The Structured Finance Manager (Associate) position offers an exciting opportunity to join a dynamic team of seasoned professionals dedicated to investing in historic tax credit equity within commercial real estate projects. As part of Chase’s Commercial & Investment Bank (CIB) Community Development Banking Team, the role is integral to the national team managing the Historic Tax Credit portfolio. This platform is often paired with other business lines within the CIB, including affordable housing lending and new market tax credits, providing a varied and energetic atmosphere that demands keen attention to detail and flexibility.

 

This role will independently manage a dedicated portfolio of commercial real estate investments, serving as the primary point of contact with real estate sponsor teams alongside the Originations and Structured Finance teams. The position requires a strong understanding and command of multifamily underwriting and credit analysis, with a focus on asset and risk management within the commercial real estate historic tax credit portfolio. 

 

Job Responsibilities

Assist in creating monthly, quarterly, and semi-annual investment reports.Perform reporting of community development project impact and program reporting to the U.S. Treasury.Maintain ticklers for internal and external reporting.Assist in program compliance reviews and manage organizational tasks required during the closing of New Market Tax Credit investments.Collaborate with QALICBs, CDEs, and lenders post-close to ensure accurate transaction flow during the 7-year compliance period.

 

Required qualifications, skills, and capabilities

2-4 years of experience in banking, lending, or credit.Strong analytical and writing skills.Excellent interpersonal, communication, and teamwork abilities.Proficient in computer skills.

 

Preferred qualification, skills, and capabilities

Bachelor's degree preferred.

 

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.