Capital Markets Analyst- Tax Credit Syndication
About The Position
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 primary focus of this role is the syndication of energy 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. Advantage Capital executes approximately $1 billion+ in fundraising annually across all tax credit verticals, with individual transactions that can exceed $200 million . 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.
Requirements
- This role is intended for a high-performing early-career finance professional (approximately 1–2 years out of undergrad) who demonstrates strong analytical ability, professionalism, and sound judgment.
- High academic achievement from a rigorous undergraduate program
- 1–2 years of experience in investment banking, transaction advisory, project finance, infrastructure, or related analytical roles preferred
- Undergraduates graduating in May 2026 considered but must include GPA
- 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
Responsibilities
- Support the execution of energy tax credit 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
Benefits
- Early exposure to large, complex institutional transactions
- Direct interaction with sophisticated institutional investors
- Specialized experience in energy tax credit syndication
- Steep learning curve with meaningful responsibility early in your career
- Competitive compensation with performance-based incentives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
