Capital Markets Analyst- Tax Credit Syndication

Capital Markets Analyst- Tax Credit Syndication

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.