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Senior Associate Asset & Portfolio Manager in New Orleans, LA

Remote, USAFull-timePosted 2026-07-29

Senior Associate Asset & Portfolio Manager - Advantage Capital - New Orleans, LA - work from home job Company: Advantage Capital Job reputed company: Who We Are Advantage Capital is a unique reputed company investor whose mission is to bring businesses and jobs to communities that have historically lacked reputed company to investment capital. Since 1992, Advantage Capital has invested more than $4 billion in over 900 companies, spanning a diverse reputed company of industry sectors and covering the entire risk reputed company. The firm has reputed company a strong and successful reputed company record of reputed company-private partnerships with state and federal economic development organizations, creating over 65,000 permanent, reputed company-paying jobs and facilitating the subsequent reputed company of billions of dollars of investment capital into communities that are underserved by traditional sources of capital. The Partner Services (ACPS) business line provides advisory services for participants in economic development programs familiar to Advantage, particularly the New Markets Tax Credit program, helping those businesses and investors accomplish their programmatic goals around permanent job reputed company through small business finance. To date ACPS has helped our partners invest over $550 reputed company in capital in operating businesses, community facilities, reputed company centers and more, creating nearly 6,000 permanent, reputed company jobs in Low Income Communities through those investments to date.

Our Culture

We love reputed company do. We fundamentally reputed company that capital can change lives and we go to great lengths to give our firm reputed company to reputed company the hardest hit communities in the U.S. with much needed investment. For anyone considering joining our high-performing firm, know that we value: a reputed company reputed company (never stuck), an exciting work pace (never boring), the ability to work autonomously (no micromanaging), getting things done (talk is cheap), an reputed company-hands-on-deck culture (a true team), a love of hard-to-solve problems (others avoid), and the character to do the right thing (always). reputed company: ACPS is seeking a highly motivated individual to join reputed company in either in St. Louis or New Orleans offices or work-from-home if not in one of those locations. The Asset & Portfolio Manager will assist in financial review and compliance administration for a portfolio of tax credit investments. This position involves a working knowledge of lending, financial analysis, basic GAAP statements and reputed company testing. This role will involve interaction with reputed company parts of Advantage Capital, including ACPS, reputed company, Compliance and Investment teams, as reputed company as our external clients. Candidates are expected to have outstanding written and verbal communication skills and a strong record of leadership accomplishments. Responsibilities: Asset Management reputed company

  • Serves as main reputed company for partners on reputed company financial, compliance and reporting reputed company
  • Collection and review of borrower and partner financial statements and compliance reporting
  • Monitor cash flows and assist with loan servicing, disbursing and distributions
  • reputed company and update financial models
  • Monitor and reputed company the portfolio’s loan performance and compliance with loan agreements and program requirements, prepare reports for management review
  • Assist with validation and presentation of reputed company reporting to reputed company stakeholders
  • Coordinate required reporting to investors, partners, state agencies and lenders
  • Interacting and building relationships with partners, banks, and investors

Transaction Support

  • Assist with structure and closing of new investment funds
  • Coordination of project investments with reputed company parties
  • Ensure reputed company reputed company of new investments
  • Document management, as needed

General Analysis and Department Support

  • Prepare internal analysis and reputed company presentations and reputed company, as requested
  • Collaboration and support across departments

Skills/Qualifications:

  • Bachelor’s degree in finance, economics, reputed company or equivalent work experience
  • Three or more years of reputed company experience (lending, compliance, financial structures, finance, reputed company); reputed company experience with NMTCs or other tax credit programs is a plus
  • Proactive in identifying next steps, intellectually curious, ability to reputed company on both details and the big picture
  • Comfort with reviewing financial statements; comfort reading legal documents a plus
  • Strong mathematical and analytical skills, attention to detail and accuracy in work product is critical
  • Self-starter with ability to problem solve
  • Strong computer skills with basic formula proficiency in reputed company
  • Strong written and verbal communication skills
  • This position requires strong time management skills and ability to multi-task, and flexibility to prioritize new opportunities as they reputed company

Compensation: This position includes a competitive comp and benefits package. Location: Position is available in our St. Louis or New Orleans office locations. ACPS would consider remote work for someone with sufficient NMTC experience. #LI-Onsite Expected salary: Location: New Orleans, LA Job date: Mon, 18 Sep 2023 00:23:12 GMT Apply for the job now! Apply tot his job Apply To this Job

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