First Citizens Bank · 1 day ago
Senior Investment Consultant - CDF
Raleigh, NC
Full-time
Hybrid
Mid, Senior Level
$121K/yr - $161K/yr
4+ years expFirst Citizens Bank is involved in Community Development investment funds for CRA and CBP purposes. The Senior Investment Consultant is responsible for originating, underwriting, and closing NMTC and other fund investments, collaborating with portfolio management, and mentoring junior staff.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Originations and Fund Closings - Leads and coordinates originations, underwriting, internal credit and other (CRA, Tax, Treasury) approvals and closings for NMTC investments with multiple syndicator partners, including coordination with counsel on legal review of fund documents, collaborating with debt partners on joint debt + equity opportunities, and tracking investment status on the equity pipeline. Underwrites and closes other CRA eligible investment products to support First Citizens’ regulatory need
Portfolio Management Collaboration - Works with equity portfolio management on monitoring and restructuring or improvement plans for higher risk rated projects. Works with portfolio management team to update annual reviews of syndicator partners as part of credit approval process
Program Development - Provides meaningful input on New Market Tax Credit procedures and best practices. Assists in the development of originations and portfolio management strategies for the product line
Mentoring - Mentors junior level staff in underwriting and closing NMTC fund investments, including credit approvals, legal coordination and closing logistics. Leads internal trainings on the NMTC program
Participates in meetings, trainings (inclusive of Bank required compliance courses) and other duties or special projects as assigned by senior leadership and management team
Qualification
Required
Bachelor's Degree and 4 years of experience in Equity Investments Underwriting and Closing OR High School Diploma or GED and 8 years of experience in Equity Investments Underwriting and Closing
Preferred
5-10 years of New Markets Tax Credit experience
Benefits
Variable incentives
Bonuses
Benefits
Other awards
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens 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 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-13
2026-01-06
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