RBC · 1 day ago
Vice President, US Municipal Finance, Community Investments, Counterparty Analysis
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$125K/yr - $175K/yr
5+ years expRBC Capital Markets is a leading firm in the financial sector, particularly in community investments. The Vice President of Counterparty Analysis will be responsible for assessing transaction counterparty risks, underwriting investments, and managing related databases to support the underwriting and asset management processes.
BankingFinancial ServicesWealth Management
Responsibilities
Underwrite all counterparties (project developers, individual and corporate guarantors, and general contractors) to tax credit equity and workforce housing equity transactions, with presentation to RBCCI’s Investment Committee and final review by Director, Group Risk Management
Analyze financial statements, tax returns, , and other relevant data to assess counterparty risk and assign strength ratings to transaction counterparties via the application RBCCI’s Counterparty Risk Rating methodology
Maintain list of CPA due diligence and status for each investment during lower tier closing process
Provide CPA Snapshot for all projects prior to Investment Committee and financial closing
Manage CPA Pipeline and Database for all investments originated and closed by RBCCI
Manage list of transaction counterparties and strength ratings
Final sign off on RBCCI’s 3rd party engaged background searches procured analyzed by the Transaction Review, Associate
Update CPA Pipeline and CPA Database to reflect KYC/AML status
Primary responsibility for each lower tier transaction to underwrite deal specific counterparties
Support the Originations Management Group effort to service existing and new developer relationships
Provide periodic training to Underwriting and Asset Management on the CPA analysis and process
Work in conjunction with Originations and Syndications and Investment Services staff to understand the evolving needs of our equity investors to further improve the underwriting and lower tier closing process and facilitate efficiencies during the upper tier closing process
Respond to investor CPA questions and issues during the upper tier closing process
Underwrite general partner/guarantor replacement candidates as needed in existing portfolio and ensure acceptability
Be proactive with Asset Management staff by involving them early during lower tier closing process, and utilize Asset Management as an additional internal resource to identify potential asset and property management issues/concerns related to the deal structure or sponsor
Provide periodic training to Asset Management staff on the CPA analysis and processRisk Assessment FrameworkProactively identify operational risks and control deficiencies within RBCCI
Review and comply with Firm Policies applicable to RBCCI activities
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis
Qualification
Required
Candidate must possess a bachelor's degree in accounting or finance with a minimum of five years of relevant experience, preferably within multifamily real estate or LIHTC/WFH investments
Previous experience in real estate investment transactions, credit risk management, tax credit syndication or a large accounting firm is required
Proficiency in MS-Outlook and MS-Office applications, along with excellent organizational, verbal and written communication skills, are essential
Strong organizational skills and ability to manage numerous priorities within a fast-paced environment where adherence to client needs and closing deadlines is imperative
Participation in AML/KYC calls on all projects
Work product is reviewed by Underwriting, Investment Services and Director – Group Risk Management
Projects require high attention to detail, organization skills and ability to manage shifting priorities
Benefits
Discretionary bonus
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC 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)
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Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
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