Capital Markets Analyst- Tax Credit Syndication
Advantage Capital Management
| Company | Advantage Capital Management |
| Category | Finance |
| Location | New Orleans |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 9 Jan 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (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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