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Portfolio Manager Financial Consultant

Senior NMTC Investment Strategist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: First Citizens Bank
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Portfolio Manager, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A community-focused financial institution is seeking a professional for an Equity Investments role responsible for originating, underwriting, and closing New Market Tax Credit investments. The position requires strong experience in equity investments with responsibilities including portfolio management collaboration and mentoring junior staff. Ideal candidates will have a bachelor’s degree and several years of relevant experience in this field. This is a hybrid position, with an expected work environment both in-office and remotely.
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Position Requirements
10+ Years work experience
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