Senior NMTC Analyst & Structured Finance Specialist

Baker Tilly Advisory Group, LP

Chicago (IL)

Hybrid

USD 76,000 - 139,000

Full time

14 days+

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Job summary

Baker Tilly Advisory Group, LP is seeking a Financial Analyst/Underwriter to join our Capital Formation team, focusing on New Markets Tax Credit financing. You will work with project sponsors, lenders, investors, and legal counsel to structure NMTC transactions and provide expert financial analysis.

The role is client-facing with opportunities to lead complex transactions and grow in a seasoned NMTC practice across multiple markets.

Qualifications

4-year degree and at least 3 years of professional experience.
Experience with NMTCs, commercial lending, or community development financing.
Strong analytical, organizational, communication, and project management skills.
Willingness to work regularly from a Baker Tilly office with limited remote flexibility and occasional travel.
Authorization to work in the United States without 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.