✦ Luna Orbit — Finance & Accounting

Tax Credit Equity Asset Manager

at M&T Bank

📍 Boston, MA Onsite 💰 $103K – $173K USD / year Posted April 03, 2026
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Position Details

Salary $103K – $173K USD / year
Type Full-Time
Experience mid
Exp. Years 5+ years
Education Bachelor's degree and minimum of 5 years relevant experience or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience including a minimum of 5 years' relevant experience.
Category Finance & Accounting

About this role

Asset manager role supporting tax credit equity investments, including LIHTC, NMTC, HTC, and RETCs. Works with Relationship Manager to underwrite and prepare investment memos; ensures regulatory approvals; maintains portfolio quality and risk ratings.

Key Responsibilities

  • Origination of New Investments
  • Underwrite and prepare memos
  • Closing of New Investments
  • Portfolio maintenance and risk ratings
  • Regulatory requirements and approvals

Technical Overview

Focus on financial analysis, underwriting, due diligence, regulatory filings for tax credit investments. Uses MRI vendor software and bank processes; coordinates with Credit Administration.

Ideal Candidate

The ideal candidate is a senior finance professional with 5+ years of experience in tax credit equity investments (LIHTC, NMTC, HTC). They should be proficient in underwriting, investment memos, portfolio maintenance, and regulatory approvals, with strong relationship management and communication skills.

Must-Have Skills

Bachelor's degree and minimum of 5 years relevant experienceStrong relationship building skillsStrong stakeholder management skillsStrong customer focusStrong verbal and written communication skillsProficient in Microsoft Office

Nice-to-Have Skills

Fast response time and consistencyExcellent communication and relationship building skillsStrong decision-making abilityAbility to function in a high volumefast-paced environment

Required Skills

LIHTCLow Income Housing Tax CreditNMTCNew Markets Tax CreditHTCHistoric Tax CreditLetter of CreditConstruction loanunderwritingmarket studiescash flow pro formasinvestment summarieseconomic benefit schedulessponsor financial statementsLetters of IntentTerm sheetsCredit Administrationregulatory approvalsrisk ratingsportfolio maintenanceannual review memosLPA/OAsMRI vendor software system

Hard Skills

LIHTCLow Income Housing Tax CreditNMTCNew Markets Tax CreditHTCHistoric Tax CreditLetter of CreditConstruction loanunderwritingregulatory approvalsrisk ratingsportfolio maintenance

Soft Skills

relationship buildingstakeholder managementcustomer focusverbal and written communicationproblem solvingattention to detailteam collaboration

Industry & Role

Industry Banking
Job Function Manage tax credit investment portfolio from origination to close, ensuring regulatory compliance and portfolio performance
Role Subtype Financial Analyst

Keywords for Your Resume

LIHTCLow Income Housing Tax CreditNMTCNew Markets Tax CreditHTCHistoric Tax CreditLetter of CreditConstruction loanunderwritingregulatory approvalsrisk ratingsportfolio maintenanceannual review memosLPA/OAsMRI vendor software systemCapital CallOperating Agreementsunderwrite

Deal Breakers

Bachelor's degree required, Minimum 5 years relevant experience, Strong analytical and financial modeling skills, Onsite in Boston, MA

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