Senior Analyst, Fund Management

The Role

The Senior Analyst will work closely with Fund Managers and Vice Presidents to oversee multi-asset loan funds and New Markets Tax Credit (NMTC) funds. This role is responsible for maintaining and enhancing financial models, leading investor relations efforts, supporting asset and portfolio management, and conducting financial analysis to monitor fund performance. The Senior Analyst will also play a key role in fund operations, including reporting, capital activity tracking, and ensuring compliance with fund agreements and program requirements.

The Fund Management (FM) team serves as the primary point of contact for Broadstreet’s Fund Services clients. The team is responsible for fund development, financial structuring and modeling, investor relations, asset and portfolio management, and credit decision-making, while also overseeing fund operations, including capital decisions, administrative activities, and investor reporting.

Compensation

The base salary range for this role is $72,000–$82,000, commensurate with experience and qualifications. This position is also eligible for a discretionary annual bonus.

What You’ll Do:

Financial Analysis and Modeling

• Own and maintain investment fund models, managing and monitoring fund performance, and ensure compliance with fund agreements. This includes:
• Reviewing IRR schedules
• Comparing and analyzing actual results to projections
• Reviewing projections to ensure they are based on reasonable assumptions
• Preparing quarterly and annual fund reports for investment funds
• Reviewing legal documents
• Comprehend and adhere to programmatic compliance rules for the New Markets Tax Credit program. This includes running various calculations to confirm sufficient funds have been deployed into investments and distributions up the structure are within limits.
• Track, compile, and complete reporting for various investment funds
• Lead scenario analysis based on different outcomes and contextualize how this could impact a fund.
• Assist in the building and review of new models for funds being launched

Investor Relations and Business Development

• Manage client/investor communication and prepare regular updates for investors including investor presentations
• Aid in preparing for business development meetings and onboarding new investors/clients
• Perform ad hoc financial analysis, due diligence, and work as assigned
  

Portfolio Management:

• In coordination with partner lenders, lead the monitoring of transactions from closing to exit by evaluating and reporting on the borrowers’ financial, operational, and community impact performance
• Collect, review, and analyze all required reporting from borrowers to ensure compliance with loan agreements and NMTC requirements; maintain reporting requirements calendar and reminder system
• Prepare portfolio reports and summarize performance for Broadstreet management, deal partners, clients, and investors
• Support NMTC investment deal qualifications and preparation of qualification documents.
• Help with preparation of underwriting memos and presentations for various investment committees.

Qualifications:

• Undergraduate degree in Finance, Economics, Accounting, or a related field
• 2–4+ years of experience in financial services, fund management, or a related field
• Broad knowledge of financial markets and interest in impact investing
• Interest in structured finance and public-private investment structures
• Strong analytical skills and advanced proficiency in Microsoft Excel
• Highly organized with the ability to manage multiple projects and priorities independently
• Strong interpersonal and communication skills, with the ability to work effectively in a team environment
• Self-motivated with a willingness to take ownership and contribute at a high level

Equal Employment Opportunity

Broadstreet Impact Services provides equal employment opportunities to all employees and applicants for employment and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, or any other status protected by applicable law. In addition to federal law requirements, Broadstreet complies with applicable state and local laws governing nondiscrimination in every location where the company operates.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, and termination. Broadstreet expressly prohibits harassment or discrimination based on any protected characteristic. Conduct that interferes with an employee’s ability to perform their job or creates an intimidating, hostile, or offensive work environment will not be tolerated and may result in disciplinary action, up to and including termination.

Vice President, Capital (NMTC)

The Role

The Vice President, Capital will lead outreach to institutional investors, owning the investor pipeline from initial pitch through term negotiation and final closing. You will join a platform backed by more than 20 years of NMTC program management, the largest cumulative federal NMTC allocation in the industry, and a growing investment management practice that partners with institutional investors to deploy NMTC equity at scale.

Candidates with experience raising capital for Community Reinvestment Act (CRA)-qualified investments and/or Low-Income Housing Tax Credits (LIHTC) are encouraged to apply.

This is a high-impact opportunity for a relationship-driven dealmaker who can build strong institutional partnerships and translate investor engagement into committed capital. The role offers direct collaboration with Broadstreet’s fund structuring and NMTC deal teams, as well as regular access to senior leadership for investor-facing conversations, with the opportunity to help shape and grow a dedicated capital-raising function as the platform continues to expand.

Compensation

The base salary range for this role is $140,000 to $160,000, commensurate with experience and qualifications. This position is also eligible for a discretionary annual bonus.

What You’ll Do

Capital Raising & Pipeline Management

• Develop and execute a strategy to raise NMTC equity from institutional investors.
• Leverage existing relationships with banks, insurance companies, and other institutional investors active in NMTC, LIHTC and/or CRA-motivated investing.
• Build and manage a rigorous investor funnel, moving leads from cold outreach to signed commitments.
• Create high-quality investor materials, including pitch decks and one-pagers, that articulate Broadstreet’s deep NMTC expertise, impact methodology, and differentiated platform.
• Maintain accurate investor data and forecasting to ensure a predictable flow of capital for the NMTC platform.

Deal Execution & Closing

• Lead commercial negotiation of term sheets and side letters, working with legal and tax counsel to protect investor and firm interests.
• Serve as the primary point of contact for investor due diligence, coordinating with Broadstreet’s NMTC deal team and compliance function to drive deals to close.
• Provide real-time feedback on market pricing and investor appetite to help structure competitive NMTC offerings.

Investor Stewardship

• Serve as the face of Broadstreet for institutional investors, delivering a high-touch, professional experience across the full investment lifecycle.
• Partner with Broadstreet’s impact and fund administration teams to deliver financial and impact reporting that meets specific investor requirements.
• Identify opportunities to expand existing investor commitments into future funds or other Broadstreet-managed impact vehicles.
• Develop relationships with CRA officers, community development executives, tax credit investment professionals, and other key decision-makers within institutional investor organizations.

Additional Contributions

For candidates with direct NMTC experience, the role may also include:

• Supporting deal-level transaction closings alongside the NMTC lending and investing team.
• Contributing to NMTC industry requirements, including allocation applications and advisory/oversight board management.
• Supporting general business development efforts across the broader team.

Who We’re Looking For

In your first 12–18 months, you will raise annual NMTC equity commitments from institutional investors and build a predictable, growing pipeline of capital for the platform. You will deepen existing investor relationships into multi-year, repeat capital partnerships while expanding Broadstreet’s NMTC ecosystem by bringing new institutional investors into the platform. As the platform continues to grow, this role will also create the opportunity to help build and lead a dedicated capital markets team.

• 5+ years in business development or capital raising with demonstrated success closing institutional investor commitments.
• Experience working with institutional investors participating in New Markets Tax Credits (NMTC), Low-Income Housing Tax Credits (LIHTC), or Community Reinvestment Act (CRA)-qualified investments is preferred.
• Direct NMTC or tax credit equity experience is highly preferred, but not required. We will consider candidates with sophisticated structured finance, community development, or CRA-related backgrounds who can demonstrate a quick mastery of the NMTC program.
• Proven ability to originate investor leads, build and manage pipelines, and close commitments into investment vehicles.
• Exceptional ability to present complex financial products clearly to senior executives and investment committees.
• Established relationships with CRA-motivated banks, insurance companies, or other institutional NMTC equity investors.
• Familiarity with how institutional investors evaluate social impact alongside financial and tax returns.

Equal Employment Opportunity Statement

Broadstreet Impact Services provides equal employment opportunities to all employees and applicants for employment and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, or any other status protected by applicable law. In addition to federal law requirements, Broadstreet complies with applicable state and local laws governing nondiscrimination in every location where the company operates.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, and termination. Broadstreet expressly prohibits harassment or discrimination based on any protected characteristic. Conduct that interferes with an employee’s ability to perform their job or creates an intimidating, hostile, or offensive work environment will not be tolerated and may result in disciplinary action, up to and including termination.

Interested candidates should upload a resume as part of their application and email both a resume and a cover letter outlining their relevant experience and interest in the Vice President, Capital role to talent@broadstreetimpact.com.