Investment

Opportunity Finance Network; Brunswick (ME); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

Paid time off

Job summary

CEI Capital Management, LLC is seeking an Investment Officer to source, underwrite, structure, and close NMTC investments, advancing the New Markets Tax Credit program. Based in Brunswick, ME, the role manages the full transaction life cycle, from pipeline development to closing, reporting to CCML's CEO, with a focus on community impact and mission alignment.

Collaboration with the asset manager, rigorous due diligence, and thorough investment memoranda are required to ensure safe deployment of

Qualifications

• Bachelor’s degree in finance, business, real estate, or related field; at least three years in structured finance, community development finance, or commercial real estate lending.
• Strong financial analysis, modeling, and underwriting experience.
• Familiarity with CDFI Fund requirements and compliance frameworks.
• Ability to manage complex transactions with multiple stakeholders in a fast-paced environment.
• Excellent communication, negotiation, and relationship management skills.
• Ability to operate independently and handle sensitive materials confidentially.

Responsibilities

• Develop and maintain NMTC project pipeline with stakeholders.
• Perform detailed financial analysis, cash flow modeling, and structuring.
• Conduct due diligence including third-party reports.
• Draft LOIs and terms; manage transactions from underwriting to closing.
• Support post-closing transition to asset management and accounting.

Skills

Financial analysis

Modeling

Underwriting

Stakeholder management

Negotiation

Communication

Independence

Education

Bachelor’s degree in finance, business, real estate, or related field

Job description

CEI Capital Management, LLC, is a wholly owned subsidiary of Coastal Enterprises, Inc (CEI). Our purpose is Investing in Good Jobs at Rural Manufacturers across the country via the New Markets Tax Credit Program. We work nationally to connect new and existing rural manufacturing companies with flexible capital so they can build accessible good jobs that provide living wages, comprehensive benefits and opportunities for training and advancement in alignment with CEI’s Good Jobs Framework .

We are experts in the federal New Markets Tax Credit Program and the Maine New Markets Capital Investment (NMCI) Program. Since 2004, CCML has placed over $1.02 billion of NMTC/NMCI capacity in over 100 projects. We work closely with rural communities, businesses and their employees so that the NMTC Program can help maximize the benefits to all parties. Our team brings depth to the table when working with borrowers and investors throughout the 7-year compliance period.

CEI Capital Management, LLC, (CCML) is looking for an Investment Officer responsible for sourcing, underwriting, structuring, and closing New Markets Tax Credit (NMTC) investments. This position plays a key role in developing and maintaining a strong of qualified NMTC projects and ensuring the effective deployment of allocation in alignment with organizational strategy and community impact objectives.

The Investment Officer will manage the full NMTC transaction lifecycle, including pipeline development, project screening, underwriting, structuring, and closing. This position reports to CCML’s Chief Executive Officer.

Responsibilities

Pipeline Development and Deal Evaluation

• Identify, develop, and maintain a pipeline of NMTC-qualified projects through outreach to consultants, allocatees, investors, and other industry partners.
• Build and maintain strategic relationships with key stakeholders to generate repeat deal flow and enhance market presence in target geographies and sectors.
• Evaluate initial project eligibility, including NMTC qualification, financial feasibility, and alignment with organizational mission, allocation priorities, and community impact goals.
• Maintain and update tracking systems, including deal status, key milestones, and reporting metrics for internal stakeholders.

Underwriting, Structuring, and Transaction Execution

• Perform detailed financial analysis of projects, including cash flow modeling, sources and uses, and sensitivity analysis to assess feasibility and risk.
• Collaborate with the Investment and Asset Manager to manage and respond to project inquiries and the development of pipeline report.
• Conduct comprehensive due diligence, including analysis of borrower and guarantor financial strength, and review of third-party reports such as appraisals, market studies, environmental assessments, and engineering reports.
• Identify key transaction risks and develop appropriate structuring solutions and mitigation strategies.
• Analyze NMTC transactions, including leverage structures, capital stacks, and alignment with the organization’s NMTC business strategy, deployment goals and mission alignment.
• Draft and negotiate letters of intent and key business terms.
• Manage transaction timelines and advance deals from underwriting through financial closing.
• Prepare and present comprehensive investment memoranda and transaction summaries for review and approval by demonstrating a thorough understanding of the transaction, underlying assumptions, risks, and strategic rationale, and by providing clear, well-supported responses and follow-up information as needed.
• Support the transition of closed transactions to asset management, compliance and accounting teams, including preparation of post-closing memo and documentation.

Requirements

Qualifications and Experience

• Bachelor’s degree in finance, business, real estate, or related field, and at least three (3) years of experience in structured finance, community development finance, or commercial real estate lending.
• Strong financial analysis, modeling, and underwriting experience.
• Familiarity with CDFI Fund requirements and compliance frameworks.
• Ability to manage complex transactions with multiple stakeholders in a fast-paced environment.
• Excellent communication, negotiation, and relationship management skills.
• Ability to operate independently and handle sensitive materials confidentially.

Compensation and Benefits

Compensation is commensurate with knowledge, experience, and skill level. This is a full-time position with competitive benefits including annual performance-based bonus, health and time off. The base salary range for this position is $110,000 to $125,depending on skills, abilities, experience, and education. CCML’s headquarters are in Brunswick, ME. CCML’s team works from the office on day a week, on Tuesdays, and other times as needed.