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Tax Credit Investment Manager

Location: Pasadena
Posted on: February 16, 2020

Job Description:

IntroductionFor more than 40 years, East West Bank has served as a pathway to success. With over--125 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi - cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our employees' potential for career advancement.----Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing--commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $44.2 billion, we've ranked among the 30 largest banks in the United States. And since 2010, we have been recognized--by Forbes as one of the top 15 best banks in America. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.OverviewEast West Bank is seeking a Tax Credit Investment Manager. The Tax Credit Investment Manager will oversee ongoing monitoring of tax credit investments including review of third party quarterly reports, preparation of internal summary analysis and regular internal reporting. This individual will also be responsible for collection of all documents related to these investments and administrative organization and archiving of such documents. Responsibilities

  • Responsible for underwriting tax credit investments
  • Coordination between the Investment team and the Credit department for review, approval and ongoing monitoring.
  • Coordination with both external and internal stakeholders for due diligence and monitoring of these investments.
  • Responsible for tracking capital calls and preparation of funding on these capital calls.
  • Developing, preparing, reconciling, and modifying recurring and ad-hoc schedules for management reporting. Documentation includes but is not limited to data needed for external and internal reporting including board reporting, and internal and external audit activities.
  • Manage and integrate data from a variety of sources into cohesive and comprehensive presentations and reports.Qualifications
    • Bachelors degree required in finance, business, accounting or equivalent work experience,
    • Underwriting or credit experience
    • Strong work ethic
    • Proficient in excel spreadsheets is highly desired
    • Any SQL experience is beneficial but not required --
    • Strong organizational, critical thinking, and customer service skills
    • Ability to multi-task and manage competing deadlines
    • Excellent communication and analytical skills
    • Ability to work both independently and in a team environment
    • 3 5 years work experience required

Keywords: UNAVAILABLE, Pasadena , Tax Credit Investment Manager, Executive , Pasadena, California

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