Hybrid NMTC Finance Analyst & Underwriter

Baker Tilly; Chicago (IL); On-site; USD 76,000 - 139,000; Full time

Job summary

Baker Tilly is seeking a Financial Analyst/Underwriter to join the Capital Formation team, focusing on New Markets Tax Credit (NMTC) financing in Chicago, IL. This client-facing role offers meaningful responsibility and exposure to complex structured finance transactions that drive economic development.

Join a collaborative team and build expertise in NMTC allocations, with opportunities for professional growth and direct engagement with project sponsors, investors, and lenders.

Qualifications

• Minimum qualifications include a 4-year degree and 3 years of professional experience.
• Preferred qualifications include NMTCs, commercial lending, or community development financing, and strong analytical skills.
• Authorization to work in the United States without immigration sponsorship.

Responsibilities

• Deliver high value structured finance consulting to project sponsors.
• Support the structuring of NMTC transactions.
• Prepare executive summaries and marketing materials to source NMTC allocations and investments.
• Coordinate with Community Development Entities, investors, lenders, and other financing partners.
• Assist with sourcing and negotiating financing term sheets.
• Develop financial models and analyses.
• Gather, organize, and analyze project due diligence materials.
• Support project management throughout the financing process.
• Assist with transaction closing and financing documentation.

Skills

Financial analysis

Structured finance

NMTC experience

Project management

Client service

Communication

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Real Estate

Bachelor’s degree in Business Administration

Job description

Baker Tilly is seeking a Financial Analyst/Underwriter to join the Capital Formation team, focusing on New Markets Tax Credit (NMTC) financing in Chicago, IL. This client-facing role offers meaningful responsibility and exposure to complex structured finance transactions that drive economic development.

Join a collaborative team and build expertise in NMTC allocations, with opportunities for professional growth and direct engagement with project sponsors, investors, and lenders.