Senior Manager, Capital Formation

3 days ago


Chicago, Illinois, United States Baker Tilly Advisory Group, LP Full time
Job Description:

Baker Tilly Advisory Group, LP is seeking a highly skilled Senior Manager to join our Capital Formation Team. As a key member of our team, you will be responsible for providing high-value consulting services to clients seeking New Markets Tax Credit (NMTC) financing for their high-impact projects nationwide.

The ideal candidate will have 10+ years of commercial mid-market or CRE lending, structured finance, and/or similar accounting experience, as well as experience with NMTCs and/or community development finance. You will work closely with Partners and staff to pursue leads for new projects, structure financing, and maximize the capital stack while working with multiple financing sources.

The NMTC team at Baker Tilly is an industry leader, having closed billions of dollars of NMTC transactions for hundreds of projects in manufacturing, healthcare, education, community facilities, and other diverse industries. As a Senior Manager, you will be responsible for managing multiple clients simultaneously, identifying, engaging, and successfully leading projects through the competitive NMTC financing process.

Key Responsibilities:

  • Pursue leads for new projects and successfully close the financing or negotiate a new deal
  • Work closely with Partners and staff to provide high-value NMTC consulting services for projects
  • Manage multiple clients simultaneously, identifying, engaging, and successfully leading projects through the competitive NMTC financing process
  • Structure financing and maximize the capital stack while working with multiple financing sources
  • Develop and maintain relationships with NMTC stakeholders, including community development entities, investors, and lenders

Requirements:

  • 10+ years of commercial mid-market or CRE lending, structured finance, and/or similar accounting experience
  • Experience with NMTCs and/or community development finance
  • Strong project management skills and attention to detail
  • Ability to work in a fast-paced environment and meet deadlines
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and collaborative work environment
  • The chance to work with a leading advisory firm in the industry

How to Apply:

Please submit your resume and a cover letter outlining your experience and qualifications for this role. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



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