Structured Finance Manager - Commercial Real Estate- Associate

The Structured Finance Manager will be joining a very successful team of experienced professionals who are dedicated to investing historic tax credit equity in commercial real estate projects.

The Community Development Tax Credit (CDTC) Group is a part of Chase's Commercial & Investment Bank (CIB) Community Development Banking Team.

The Structured Finance Manager will be part of the national team that manages the CIB's Historic Tax Credit initiative which is frequently paired with other business lines within the CIB, including affordable housing lending, new market tax credits, among others.

As a successful candidate you will work in an energetic and varied atmosphere that requires attention to detail and flexibility.

Responsibilities will include overseeing a defined portfolio of equity investments; compliance monitoring and reporting, conducting analysis of commercial real estate project viability including the review of legal documents, financial statements, market studies and appraisals, debt and other capital stack sources and uses; prepare and present approval packages to internal investment committees; perform construction, environmental and historic preservation review; and foster meaningful developer, property management, accountant and attorney relationships.

Job Responsibilities


* Portfolio Management: Independently manage a dedicated commercial real estate portfolio of select investments.


* Primary Contact: Serve as a primary point of contact with real estate sponsor teams in conjunction with the Structured Finance team.


* Project Feasibility Assessment: Assess a project's feasibility by conducting a thorough review of due diligence, including financial statements, financial projections, market studies/appraisals, debt terms, other capital stack sources, construction documents, and other related diligence.


* Investment Presentation: Present potential investment opportunities and credit analysis to the Investment Committee for approval.


* Closing and Documentation: Lead the closing and documentation process on new, assigned equity investments.


* Capital Contribution Coordination: Coordinate requirements for capital contribution requests.


* Risk Mitigation and Conflict Resolution: Mitigate risk by properly evaluating and monitoring compliance and reporting, including financial and tax statements, leasing/occupancy, construction progress, and other relevant data.

Escalate issues and proactively prepare recommendations of strategies to resolve pending or current issues within the portfolio.


* Investment Returns Evaluation: Evaluate, issue, and collect expected investment returns.


* Initiatives and Project Participation: Participate and contribute to new initiatives as well as ad hoc projects.


* Tax Credit Expertise: Build expertise in Historic Tax Credits, LIHTCs, NMTC, and Energy Tax Credits.


* Relationship Building: Foster meaningful relationships by collaborating with other in...