Apply on Employer Site

M&T Bank · 1 month ago

Community Finance Operations Investment & Tax Specialist

Buffalo, NY

Full-time

Onsite

Senior Level

$90K/yr - $149K/yr

5+ years exp

M&T Bank is a financial institution focused on community banking and investment. They are seeking a Community Finance Operations Investment & Tax Specialist responsible for managing tax credit equity investments and structured lending products, ensuring compliance, and supporting various business lines.

Financial Services

H1B Sponsor Likely

Responsibilities

Provide support to the various Community Finance business lines by recommending solutions to problems that arise, team training, and liaising with key stakeholders

Process capital contributions for M&T’s investments

Assist in facilitating the commitment/closing process for new investments by assisting the Operations & Risk Manager with closing tasks such as validating documentation, conducting preliminary reviews, and ensuring the file is complete

Oversee the department’s annual documentation collection for, and requests for information from, M&T’s stakeholder departments (including Finance, Accounting Policy, CRA, Corporate Tax, and Sustainability)

Function as the Operations & Risk Manager’s surrogate with respect to the ownership of the department’s software systems (including working with applicable vendors); operate and maintain the department’s software systems; participate in software enhancement-related projects; function as the owner of any tools or models under the purview of the Operations & Risk Manager

Support the tracking of productivity and performance metrics through reporting and dashboards

Ensure the department’s compliance with policies, procedures, and guidelines and provide quality control and assurance

Continuously enhance the department’s workflow processes

Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management

Promote an environment that supports belonging and reflects the M&T Bank brand

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable

Complete other related duties as assigned

Qualification

Accounting/Finance degreeCommercial credit experienceInvestment experienceLending experienceAnalytical abilityTactDiplomacySoftware proficiencyCommunication skillsOrganization skillsDetail-oriented

Required

Bachelor's degree in Accounting/Finance or related field and a minimum of 5 years relevant experience or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience including a minimum of 5 years' relevant experience

Commercial credit experience

Solid knowledge of personal computers, with thorough knowledge of various software programs (such as Word, Excel and other departmental software)

Preferred

Investment and/or lending experience

Excellent analytical ability

Knowledge of credit principles

Highly motivated, detail-oriented self-starter

Excellent communication and organization skills

Ability to interact with external and internal personnel using tact and diplomacy

Company

M&T Bank

Glassdoor3.6

Great companies have an enduring sense of purpose.

Founded in 1856

Buffalo, New York, US

10001+ employees

http://www.mtb.com

H1B Sponsorship

M&T Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (116)

2024 (113)

2023 (84)

2022 (103)

2021 (42)