Cherry Bekaert’s Strategic Financing Services Group is looking for a Project Finance Associate to join their team. The successful candidate will assist in building a pipeline of potential borrowers and structured finance opportunities while managing relationships with Community Development Entities and tax credit investors.
Responsibilities
- Communicate with and manage relationships with potential borrowers, CDEs, and investors
- Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities
- Collect, package, and manage due diligence on potential borrower and Project Sponsors
- Develop marketing materials to present to CDEs and investors
- Build relationships with CDEs to better identify the best project financing match
- Support the structuring of NMTC transactions in collaboration with external legal counsel
- Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure
- Other job-related functions as assigned
- Travel: 15%
Skills
- BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus
- At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred
- Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
- Experience in working with CDEs, lenders, investors
- Demonstrated experience in putting together and closing deals is a plus
- Proficiency in Excel
- Strong sense of urgency and shared sense of mission
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection
Company Overview
Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions. It was founded in 1947, and is headquartered in Raleigh, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is https://www.cbh.com.
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