Capital Markets Analyst- Tax Credit Syndication

Location: New Orleans

Capital Markets Analyst
- Tax Credit Syndication

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- Tax Credit Syndication role at Advantage Capital

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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 primary focus of this role is the syndication of energy tax credits, supporting the execution of large-scale institutional transactions with financial institutions, insurance companies, and large corporate investors in a competitive capital markets environment.

Analysts are embedded in live deal execution and work closely with senior team members on investor-facing work streams and transaction processes. Advantage Capital executes approximately $1 billion+ in fundraising annually across all tax credit verticals, with individual transactions that can exceed $200 million
.

Responsibilities

• Support the execution of energy tax credit 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 early-career finance professional (approximately 1–2 years out of undergrad) who demonstrates strong analytical ability, professionalism, and sound judgment.

Strong Candidates Typically Have

• High academic achievement from a rigorous undergraduate program
• 1–2 years of experience in investment banking, transaction advisory, project finance, infrastructure, or related analytical roles (preferred)
• Strong quantitative and analytical skills; comfort working with financial models
• Excellent written and verbal communication skills and the ability to present clearly and professionally to external stakeholders
• Advanced Excel skills;
  PowerPoint proficiency required
• Exceptional undergraduates graduating in May 2026 will also be considered; a minimum 3.7 GPA and disclosure of GPA on resume are required.

Why This Role

• Early exposure to large, complex institutional transactions
• Direct interaction with sophisticated institutional investors
• Specialized experience in energy 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.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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