- Location
- New Orleans, LA
- Workplace
- Onsite
- Department
- Finance
- Source
- Paylocity
Description
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.
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