1 capital markets analyst tax credit syndication jobs found
Description
Overview
Advantage Capital’s Capital Markets team executes transactions with institutional investors across all of the firm’s tax credit platforms, including energy, affordable housing, New Markets Tax Credits, and state-level incentive programs.
The primary focus of this role is the syndication of energy tax credits, supporting the execution of large-scale institutional transactions with financial institutions, insurance companies, and large corporate investors in a competitive capital markets environment.
Analysts are embedded in live deal execution and work closely with senior team members on investor-facing workstreams and transaction processes. Advantage Capital executes approximately $1 billion in fundraising annually across all tax credit verticals, with individual transactions that can exceed $200 million.
Responsibilities
- Support the execution of energy tax credit 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 early-career finance professional (approximately 1–2 years out of undergrad) who demonstrates strong analytical ability, professionalism, and sound judgment.
Strong candidates typically have:
- High academic achievement from a rigorous undergraduate program
- 1–2 years of experience in investment banking, transaction advisory, project finance, infrastructure, or related analytical roles (preferred)
- Strong quantitative and analytical skills; comfort working with financial models
- Excellent written and verbal communication skills and the ability to present clearly and professionally to external stakeholders
- Advanced Excel skills; PowerPoint proficiency required
Exceptional undergraduates graduating in May 2026 will also be considered; a minimum 3.7 GPA and disclosure of GPA on resume are required.
This is an external-facing role in a competitive institutional market, and candidates must demonstrate the maturity, judgment, and professional presence required to represent the firm effectively with sophisticated investors and counterparties.
Strong candidates typically have:
- High academic achievement from a rigorous undergraduate program
- 1–2 years of experience in investment banking, transaction advisory, project finance, infrastructure, or related analytical roles preferred
- Undergraduates graduating in May 2026 considered but must include GPA
- 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 energy 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.
About Advantage Capital