Structured Finance Manager - Community Development Banking Associate
The Structured Finance Manager role requires collaboration within the Community Development Banking group to manage the historic tax credit portfolio. The position involves asset management, risk assessment, and support for various financial transactions while liaising with multiple stakeholders.
Join a dynamic team within the Commercial & Investment Bank (CIB)’s Community Development Banking group, where you’ll help drive the success of the Historic Tax Credit initiative.
As a Structured Finance Manager within the Commercial & Investment Bank (CIB)’s Community Development Banking group, you’ll collaborate with experts across business lines—including affordable housing and new market tax credits—gaining exposure to a variety of commercial real estate financing structures.
This role centers on asset and risk management of the historic tax credit portfolio, offering experience with complex transactions and opportunities to broaden your knowledge of other tax credit programs (LIHTC, energy, and more). Your formal title will reflect your experience and contributions.
Job Responsibilities:
- Analyze and evaluate project reporting, including rent rolls, financials, and tax returns to inform investment decisions and ensure compliance
- Monitor development progress from construction through lease-up and stabilization, ensuring projects stay on track
- Support project feasibility assessments by reviewing due diligence materials such as financial statements, market studies/appraisals, operating assumptions, financial models, capital stack sources, construction documents, and other related diligence
- Assist in preparing investment approval packages for internal stakeholders
- Help manage capital contributions and track investment returns
- Foster relationships with developers, property managers, accountants, and attorneys
- Contribute to new initiatives and participate in special projects that shape the future of the platform
Required qualifications, capabilities and skills
- Minimum of 2.5 years of experience in commercial real estate, with a background in credit analysis and financial modeling
- Strong written and verbal communication skills, with a keen analytical mindset and attention to detail
- Ability to thrive in a fast-paced environment, juggling multiple priorities while applying critical thinking
- Proficiency in MS Office programs
JP Morgan
J.P. Morgan is a leader in investment banking, commercial banking, financial transaction processing and asset management.