Capital Markets Analyst- Tax Credit Syndication
Advantage Capital
Description New Orleans, LA (in-office) 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 focus of this role is the syndication of all Advantage tax credits , supporting the execution of large-scale institutional transactions with banks, insurance companies, and other sophisticated investors. Analysts are embedded in live deal execution and work closely with senior team members on investor-facing workstreams and transaction processes. The team collectively executes $1 billion+ of tax credit placements annually , including individual transactions that can exceed $200 million . Responsibilities Support the execution of 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 graduating senior or early-career finance professional (approximately 1–2 years out of undergrad) who demonstrates strong analytical ability, professionalism, and sound judgment. A 3.5 grade point average is required. Strong Candidates Typically Have High academic achievement from a rigorous undergraduate program For non-graduating seniors, experience in investment banking, transaction advisory, project finance, infrastructure, or related analytical roles 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 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. #J-18808-Ljbffr Advantage Capital
- Advantage Capital is seeking a motivated analyst focused on tax credit syndication within its Capital Markets team in New Orleans. You will work closely with senior members on live deals, assisting with analysis, modeling, pricing, and investor communications as part of...Tax
- Deutsch Creative is hiring for a finance professional in New Orleans, LA, focused on executing large-scale tax credit syndication transactions. The role requires strong analytical skills and the ability to communicate effectively with investors. Ideal candidates will have...Tax
- ...Senior Group Sales Manager or Market President, the Commercial Portfolio... ...member of the client's Credit Delivery Team, i.e., Relationship... ...credits, and familiarity with syndication and participation credits is... ...statements and federal/state tax returns ~ Knowledge of non-credit...TaxWork at officeLocal area
- ...Financial Analyst HUB International Limited ("HUB") is one of the largest global insurance... ...Financial Analyst to support our surplus lines tax operations. In this role, you will file... ...code Assist in review of debits and credits over 45 days Qualifications Two years' work...TaxWork experience placementLocal area
$107k - $134k
...you bring. Summary: The Senior Analyst, Finance and Accounting will be an important... ...(“SPV”) level forecasting. maintains tax equity models, prepares investor... ...cash flow forecasts, cash distributions, credit support, and project borrowings reconciliations...TaxTemporary workLocal areaRemote workFlexible hours- ...Portfolio Manager and ABL-Lite Analyst Job Category: Commercial... ...location listed in posting. Summary Credit Specialist for Centralized... ...our Centralized and Commercial markets, as well as aids in regular monitoring... ...financial statement and tax return data into Bank software...TaxFull timeWork at office
$22 - $26 per hour
...detail Collect and process timesheets, calculating deductions and taxes correctly Prepare comprehensive monthly financial reports for... ...time. ~ Bank Reconciliation: Skilled in reconciling bank and credit card statements regularly to ensure financial accuracy. ~ Data...TaxHourly payFull timeSummer workCasual workRemote workShift work- ...involves understanding client needs, assessing risks, and preparing financial statements. Applicants should have completed over 90 credit hours towards a B.A. / B.S. in Accounting or Finance, and must have passed their ACCA, CPA, CFA, or CIMA exam. This position aims to...TaxWorldwide
$138.8k - $215.9k
...As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting and taxation... ...is aware that significant expertise is required in the market to structure clean energy tax credit transactions to maximize...TaxApprenticeshipWork experience placementLocal area$118.3k - $184.1k
...As an International Tax Manager, with a compliance focus, you will lead and manage the delivery of international tax compliance services... ...requirements for multinational clients. Lead foreign tax credit calculations, reporting, and documentation. Coordinate and manage...TaxWork experience placementLocal areaRemote work$150k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable... ...-assets and research and development tax credits. Translating the vision, you set the tone... ...thrive together. Identify gaps in the market and convert opportunities to success for...TaxFull timeTemporary workH1b$50k
...Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional... ...financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible...TaxWork at officeWork from homeHome officeFlexible hours$80k
Commercial Credit Analyst – To $80K – New Orleans, LA – Job # 3429b Who We Are The Symicor Group... ...and accounting talent available in the market. Whether you are a candidate seeking a... ...borrowing accounts, i.e., financial statements, tax returns, agency and credit reports, and...TaxWork at office$35 per hour
A leading tax consulting firm in New Orleans is seeking an energetic team member. The role involves speaking with clients to determine eligibility for R&D tax credits and updating databases. Strong telemarketing experience and excellent English communication skills are...TaxHourly pay- ...diploma or GED required Property Management experience preferred; administrative office experience is required Experience with Tax Credit, HUD and/or Section 8 housing experience preferred Prior experience using ResMan or other related property management accounting...TaxFull timeFor contractorsInterim roleWork at office
- ...LA Order: 1257061 Order Type : Temp A tax preparer is responsible for preparing and filing tax returns for... ...software and analyze it to identify potential deductions, credits, and tax liabilities. Tax Return Preparation : Prepare federal...TaxTemporary workLocal area
- ...culture. Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment... .... Work closely with the Analysts/Associate Directors to... ...and industry coverage), credit / risk, underwriting / execution... ...drivers), evaluating syndication prospects, Prepare...Work experience placement
- A financial institution in New Orleans is seeking a Special Credit Portfolio Manager 3 to independently manage a portfolio of complex criticized loan relationships. This role involves advanced underwriting, monitoring of loan performance, and leading technical guidance...
- JOB FUNCTION / SUMMARY The Special Credit Portfolio Manager 3 independently manages a portfolio of complex criticized loan relationships... ...limited guidance. Conducts advanced borrower, industry, and market analyses to identify emerging risks and recommend risk mitigation...Local area
- ...and accounting system. Prepare and process weekly check runs and vendor payments. Prepare and file monthly sales tax reports. Reconcile corporate credit card statements and process monthly payments. Maintain records of checks received and assist with cash receipt...TaxFor contractorsWork at officeNight shift
- ...adherence to contract terms. Complete the monthly filings of Sales Tax to multiple states. Submit the 1099 filings annually for each... ...monthly tasks and special projects related to inventory management, credit card reconciliations, and other financial activities. IDEAL...TaxContract workFor subcontractorWork at office
- ...Financial Analyst Date: Jul 4, 2026 Location: New Orleans, Louisiana, United States... ...partners with senior leadership to support capital strategy, risk mitigation, and lender... ...analyze highly complex loan agreements, credit facilities, indentures, and project‑finance...Work experience placementWork at officeLocal areaRelocationVisa sponsorshipWork visa
$90.23k
...Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning... ...criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition...H1b- ...and files monthly, quarterly and annual (or as required) multi‑state sales and use tax returns. Involved in month end closing. Prepares amended returns or refunds for sales tax credits. Monitors changes in sales and use tax laws and regulations in all states and ensures...TaxShift work
- ...years of full‑time experience relating to the collection of City taxes in one of the following classes: Auditor, Senior Auditor, or... .... Experience must be within the last ten (10) years to receive credit on the rating of training and experience. Additional Requirements...TaxPermanent employmentFull time
- ...Portfolio Manager 2 to manage a loan portfolio of Wholesale Banking credits. Responsibilities include credit analysis, underwriting, and... ..., along with collaborating with Relationship Managers and market leadership. Ideal candidates will possess a bachelor's degree,...
$27 per hour
...responsible for daily posting and reconciliation of cash, check, and credit card deposits; reconciling bank accounts, floorplan, and... ...assists with month‑end and year‑end close, prepares and submits sales tax, payroll tax, and other required reports, and supports audits...TaxHourly payFull timeWork at officeMonday to FridayWeekend work- ...Orleans, Louisiana. The ideal candidate will have three to six years of experience in commercial lending, including private credit and syndicated loans. The position entails participation in various private equity-backed transactions and requires outstanding academic credentials...
- A leading R&D tax consultancy in New Orleans seeks an Analyst or Senior Analyst. The role involves structuring R&D activities for clients in mining, manufacturing... ...to helping clients navigate complex innovation agendas. #J-18808-Ljbffr Swanson Reed - R&D Tax Credit SpecialistsTax
- ...years of experience in commercial lending, including private credit, syndicated loans, and leveraged finance transactions. Duties Participate... ...private credit and syndicated loan transactions. Engage in middle market private-equity-backed leveraged finance transactions....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Capital Markets Analyst- Tax Credit Syndication. Be the first to apply!
- capital market analyst New Orleans, LA
- program finance analyst New Orleans, LA
- commercial finance analyst New Orleans, LA
- financial crimes analyst New Orleans, LA
- finance analyst New Orleans, LA
- financial analyst New Orleans, LA
- group financial analyst New Orleans, LA
- construction financial analyst New Orleans, LA
- remote financial analyst New Orleans, LA
- senior financial data analyst New Orleans, LA

