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Portfolio Manager Financial Consultant

NMTC Investment Origination & Closing Lead

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: First Citizens Bank
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Portfolio Manager, Financial Consultant
Salary/Wage Range or Industry Benchmark: 120955 - 161273 USD Yearly USD 120955.00 161273.00 YEAR
Job Description & How to Apply Below
A prominent financial institution is seeking a candidate for a hybrid role focusing on originating, underwriting, and closing New Market Tax Credit investments. This position involves collaboration with portfolio management and mentoring junior staff. The ideal applicant will have a bachelor's degree and significant experience in equity investments. Competitive compensation ranges from $120,955 to $161,273, with additional benefits designed to support associates' needs.
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