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New Markets Tax Credit (NMTC) Manager

17 hours, 46 minutes ago
United States
Full-time
Senior
Operations Manager
Operations
Power BI Salesforce
Apply Now
Capital Impact Partners

Capital Impact Partners

Capital Impact Partners is a nonprofit Community Development Financial Institution that delivers strategic financing, incubates new social programs, and provides capacity building. They focus on ensuring that low to moderate income individuals have acc...

Diversified Financial Services
51-250
Founded 1982
$61M raised
View All Jobs 3

Description

  • Serve as the internal operational subject matter expert for NMTC legal structures, allocation requirements, and investor agreements.
  • Translate allocation agreements, investor operating agreements, and executed loan documents into repeatable operational workflows and controls.
  • Design and maintain cash schedules, reporting calendars, compliance ticklers, exit trackers, and other deal-level operational documentation.
  • Lead operational transition and onboarding of NMTC transactions from closing through the credit period, including participating in closing calls and validating system setup prior to first disbursement.
  • Review forecasts and flow-of-funds for alignment with executed documents and coordinate investor onboarding and related bank account setup.
  • Own coordination and oversight of CDE- and Sub-CDE-level reporting (AMIS, TLR, ILR), certifications, audits, and tax filings, and monitor Safe Harbor/tests and other compliance thresholds.
  • Develop, maintain, and reconcile investor cash distribution schedules; calculate and validate remittances, fee allocations, and waterfall payments; and coordinate timing with Accounting and Treasury.
  • Respond to investor, accounting, and audit inquiries related to CDE cash flows, resolve remittance discrepancies, and ensure treasury compliance across NMTC cash movements.
  • Serve as the internal operational lead for NMTC exits and unwinds: coordinate reconciliations, payoff verification, flow-of-funds sequencing, document execution, and prepare CDE-level unwind documentation to mitigate recapture risk.
  • Identify and implement process and system improvements to strengthen internal controls, reporting accuracy, and structural consistency across the NMTC lifecycle.

Requirements

  • Bachelor’s degree in Business, Finance, or Accounting preferred or equivalent work experience.
  • 3+ years of NMTC/Fund experience, including familiarity with NMTC fund structure, exits, cash schedules, and compliance reporting.
  • Minimum of 5–7 years of experience working in a commercial bank or related industry.
  • Experience developing detailed schedules with tasks, accountability, and deadlines.
  • Working knowledge of business concepts, practices, and procedures with ability to apply them in varied situations.
  • Proficient in Microsoft Word, Excel, G-Suite, and AMIS; willingness to learn in-house systems such as Salesforce and Power BI.
  • Strong oral and written communication skills and demonstrated organization and attention to detail.
  • Experience extracting operational and reporting requirements from allocation agreements and investor documents and monitoring compliance tests (Safe Harbor, recapture indicators).

Benefits

  • Salary range $85,869–$139,771 (may be eligible for an annual discretionary incentive).
  • Location-based salary bands: Structure A $85,896–$114,671 (all locations except B & C); Structure B $95,440–$127,412 (DC/MD/VA, non-Bay Area CA, MA); Structure C $104,697–$139,771 (NY, NJ, Bay Area).
  • This role is eligible to work remotely.
  • All employees must be legally authorized to work in the United States; the company will not sponsor applicants for work visas.

Interested in this position?

Apply directly on the company website

Apply Now

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