6,381 Investing jobs in the United States

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team believes that companies who demonstrate leadership in environmental stewardship, human capital, and corporate governance have an advantage over their peers in their ability to manage risk, invest in innovation, access new growth markets, increase productivity, and develop long-term sustainable business models. The team analyzes a broad base of ESG data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable Investing Analyst/PM will be a key contributor on the S2I team, helping to manage $6+ bil in client assets across 8 active equity strategies (including environmental and social equality thematic strategies).

The candidates responsibilities will include: assistance in aggregating and analyzing ESG data from our third party vendors; contributing to the ongoing maintenance and improvement of our propriety S2I scoring models; conducting fundamental reviews for prospective and existing holdings; communicating investment ideas to the team; participation in client/prospect meetings, helping to communicate investment strategy to clients and field partners; staying abreast of key sustainability news/topics and sharing findings with team; preparing and analyzing performance attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field PMs/advisors, trading, due diligence, research, marketing, strategy, compliance).

Desired Qualification:

The candidate will have 8+ years of experience in the investment industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will have an analytical mind and a strong curiosity about how companies and markets work. The successful candidate will also be a collaborative team player that contributes to a positive working environment. Basic coding skills and experience Axioma or other risk models are a plus.

Required Qualifications:

College Degree required, finance or related major preferred. Significant work experience integrating ESG factors into security selection decisions. Significant experience using FactSet, particularly screening and portfolio analysis tools. The role requires strong data management/quantitative skills, detail-oriented quality control mentality, critical thinking and the ability to communicate complex ideas.

Shift:

1st shift (United States of America)

Hours Per Week:

40
#J-18808-Ljbffr

Sustainable Investing Analyst/PM
Boston, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team believes that companies who demonstrate leadership in environmental stewardship, human capital, and corporate governance have an advantage over their peers in their ability to manage risk, invest in innovation, access new growth markets, increase productivity, and develop long-term sustainable business models. The team analyzes a broad base of ESG data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable Investing Analyst/PM will be a key contributor on the S2I team, helping to manage $6+ bil in client assets across 8 active equity strategies (including environmental and social equality thematic strategies).
The candidate's responsibilities will include: assistance in aggregating and analyzing ESG data from our third party vendors; contributing to the ongoing maintenance and improvement of our propriety S2I scoring models; conducting fundamental reviews for prospective and existing holdings; communicating investment ideas to the team; participation in client/prospect meetings, helping to communicate investment strategy to clients and field partners; staying abreast of key sustainability news/topics and sharing findings with team; preparing and analyzing performance attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field PMs/advisors, trading, due diligence, research, marketing, strategy, compliance).
Desired Qualification:
The candidate will have 8+ years of experience in the investment industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will have an analytical mind and a strong curiosity about how companies and markets work. The successful candidate will also be a collaborative team player that contributes to a positive working environment. Basic coding skills and experience Axioma or other risk models are a plus.
Required Qualifications:
College Degree required, finance or related major preferred. Significant work experience integrating ESG factors into security selection decisions. Significant experience using FactSet, particularly screening and portfolio analysis tools. The role requires strong data management/quantitative skills, detail-oriented quality control mentality, critical thinking and the ability to communicate complex ideas.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.

The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors , a leading private equity firm focused on the services and software industries with $16B+ in AUM.

The Role:

We are looking to add an Analyst to join our investing team in September 2026. As an Investing Analyst, you will play critical role throughout the entire lifecycle of a deal. Your responsibilities will include assessing and identifying new acquisition opportunities, performing analyses and building financial models, managing service providers (accountants, consultants, lawyers etc.) and driving acquisitions to close. Empowerment is one of our three core values and this is reflected in the type of work and ownership that you would receive at Evergreen.

This role is an unparalleled opportunity that will allow you to be an integral part of a lean deal team, interface directly with external parties like business owners, investment banks and capital providers, as well as work closely with Evergreens platform company CEOs.

Qualifications:

• Rising College Senior (graduating Spring 2026 / December 2025)
• Strong academic performance at a leading university (GPA minimum of 3.7)
• Investment banking or private equity internship experience
• Financial modeling and analytical experience; baseline understanding of accounting and finance
• Interested in investing and learning about new industries
• Interested in joining a small, entrepreneurial team

You would be a great fit for this role if:

• You're a team player who values collaboration and shared success
• You work well in ambiguity and enjoy a challenge
• You appreciate feedback from those around you and love learning from others
• You're excited about Evergreens mission to build the best home for businesses and their leaders
• You take ownership for your performance and have a high personal quality bar
• You're detailed oriented and comfortable balancing qualitative and quantitative information to form an opinion

Other Information:

• Start Date: September 2026
• Compensation: $150k all-in compensation (base salary + bonus)

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (DE&I) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

Create a Job Alert

Interested in building your career at Evergreen Services Group? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Education

School * Select.

Degree * Select.

End date month * Select.

End date year *

LinkedIn Profile *

Will you require sponsorship now or in the future? * Select.

Are you willing to relocate to San Francisco? * Select.

What is your cumulative GPA? *

Please confirm the month and year you are slated to graduate. Example: May, 2026. *

Why are you interested in working at Evergreen?

Tell us about something you're passionate about

#J-18808-Ljbffr

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.

The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors , a leading private equity firm focused on the services and software industries with $16B+ in AUM.

The Role:

We are looking to add an Analyst to join our investing team in September 2026. As an Investing Analyst, you will play critical role throughout the entire lifecycle of a deal. Your responsibilities will include assessing and identifying new acquisition opportunities, performing analyses and building financial models, managing service providers (accountants, consultants, lawyers etc.) and driving acquisitions to close. Empowerment is one of our three core values and this is reflected in the type of work and ownership that you would receive at Evergreen.

This role is an unparalleled opportunity that will allow you to be an integral part of a lean deal team, interface directly with external parties like business owners, investment banks and capital providers, as well as work closely with Evergreens platform company CEOs.

Qualifications:

• Rising College Senior (graduating Spring 2026 / December 2025)
• Strong academic performance at a leading university (GPA minimum of 3.7)
• Investment banking or private equity internship experience
• Financial modeling and analytical experience; baseline understanding of accounting and finance
• Interested in investing and learning about new industries
• Interested in joining a small, entrepreneurial team

You would be a great fit for this role if:

• You're a team player who values collaboration and shared success
• You work well in ambiguity and enjoy a challenge
• You appreciate feedback from those around you and love learning from others
• You're excited about Evergreens mission to build the best home for businesses and their leaders
• You take ownership for your performance and have a high personal quality bar
• You're detailed oriented and comfortable balancing qualitative and quantitative information to form an opinion

Other Information:

• Start Date: September 2026
• Compensation: $150k all-in compensation (base salary + bonus)

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (DE&I) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

Create a Job Alert

Interested in building your career at Evergreen Services Group? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Education

School * Select.

Degree * Select.

End date month * Select.

End date year *

LinkedIn Profile *

Will you require sponsorship now or in the future? * Select.

Are you willing to relocate to San Francisco? * Select.

What is your cumulative GPA? *

Please confirm the month and year you are slated to graduate. Example: May, 2026. *

Why are you interested in working at Evergreen?

Tell us about something you're passionate about

#J-18808-Ljbffr

Investing Operator - Swing Shift

If you would love to be part of a company that is poised for substantial growth with opportunities for advancement, then working for CPP and its subsidiaries may be the right fit for you! We have multiple facilities in Albany, OR and are a world class supplier of titanium castings and components for the aerospace industry. If you are selected to join our team you will enjoy benefits such as quarterly bonus, medical, dental, vision, 401(k), company paid life insurance, and other great benefits!

Primary Purpose:
An Investing Operator will perform wax mold investing operations on aerospace product.

Duties and Responsibilities:

• Use a wire wheel grinder to remove ceramic material from handles, bolts, and strongbacks.
• Set up, prepare, and test mixtures for slurry.
• Operate and monitor automatic dipping equipment.
• Clean and grease robot head.
• Load and unload molds from conveyor.
• Cut mesh wire to specifications using a hand shear and mechanical shear.
• Bend metal banding around strongbacks.
• Load and unload product from carts.

Minimum Qualifications and Experience:

• Prior industry experience preferred.
• Must be able to lift up to 50 lbs. with or without reasonable accommodations.
• Good attendance record required.
• Able to read, understand, and follow written and verbal instructions.
• Must be able to withstand long periods of standing and walking.
• HS diploma or equivalent GED required, but candidates not meeting this requirement who possesses relevant experience will be considered.
• Must be at least 18 years of age.
• Solid job history including more than 1 year at previous or recent employer.
• Must be willing to undergo a pre-employment background check and drug screening.

Environment:

• Frequently work near moving mechanical parts.
• The physical effort applied in this job includes lifting, pulling, reaching, manipulating, carrying, pushing, and shoveling.
• Manufacturing requires repetitive motion of hands, wrists and arms.
• Duties often performed under somewhat disagreeable working conditions; exposure to dust, dirt, fumes, noise and chemicals is likely, with at least one present to the extent of being disagreeable.

Schedule:

• Swing shift available.

Consolidated Precision Products (CPP) is an industry-leading manufacturer of highly-engineered
components and sub-assemblies, supplying the commercial aerospace, military and industrial markets with small-to-large "function critical" products. CPP provides its customers with a "total solution" source, taking them from concept to finished product with one of the broadest and most diverse product offerings in the industry. More information about our company can be found at:

U.S. person status is required for this position in order to comply with the Arms Export Control and Export Administration Act. U.S. persons are U.S. citizens, legal permanent residents as defined by 8 U.S.C. 1101(a)(20) or protected individuals as defined by 8 U.S.C. 1324b(a)(3).

CPP Corporation is an Equal Opportunity Employer that recruits, hires, trains, and promotes employees in all job classifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, marital status, national origin, disability, veteran's status, or other legally protected status.

This is a full time position

This is a temporary position that concludes 30 November 2026, with possibility of extension

This role requires the ability to work on site 3 days per week per company policy.

The annual salary range for this role is $120,000-$140,000 in New York.

The World Economic Forum, committed to improving the state of the world, is the International Organization for Public-Private Cooperation.

The Forum engages the foremost political, business and civil society leaders to shape global, regional and industry agendas.

Why we are recruiting

The Forum`s Centre for Health & Healthcare (CHH) helps identify and scale up solutions for more resilient, efficient, and equitable healthcare systems to deliver the best possible care and keep global populations healthy. Our Health and Healthcare community brings together leaders from the world's top healthcare providers, insurers, biopharma, MedTech and relevant sectors to engage in key global issues with other stakeholders, including government leaders, CEOs and senior executives from adjacent industries, heads of international organizations, academics, experts, thought leaders and representatives from civil society.

The Global Alliance for Women's Health is the first trusted global multisector platform for the health of women, building on a global movement on the undeniable evidence that investing in women's health is the best investment to make for societies and economies. It presents a tremendous opportunity to mobilize multi-stakeholder commitments towards closing the women's health gap by 2050, including innovative financing, supporting women's health innovation, and amplifying a global agenda on the importance of healthy women to drive social and economic gains.

The Lead for Women's health will oversee a portfolio of work in the field of Responsible and sustainable funding in women's health. The position offers room for entrepreneurial spirit and ability to work closely with private sector constituencies and would suit an individual with experience in consortium-building, fund building, investment management, impact investing, and ideally in global health / women's health.

Reporting Lines and Interactions

This position will report to the Head of the Global Alliance for Women's Health.

A successful candidate will play a key role in scoping, launching and managing the initiatives and facilitating engagement among Forum constituents - both business and non-business.

The successful candidate will work closely with colleagues from Shaping the Future of Health and Healthcare (Head of the Centre on the Future of Health and Healthcare, Head of Industry, Account Managers, Project Leads, Fellows), other relevant Centres, the Program Development Team; and other teams.

Main responsibilities

* Project design: Develop a cohesive strategy for the Women's Health Sustainable Investing Consortium that includes scoping, designing and developing an investment consortium and fund for women's health
* Project management: Keep project and initiatives on target, timeline, and budget through the effective management of internal and external stakeholders, budgets, deliverables and processes, as well as through effective communication and reporting via relevant tools
* Stakeholder Engagement: Engage a diverse set of external senior stakeholders from the financial services and investing industries, among other critical stakeholders, on strategic deliverables, convenings, frameworks and governance.

Contribute to identification and growth of the community of potential and existing Forum partners, with particular focus on expanding funding commitment opportunities.
* Events Management: Lead annual meetings for the consortium by leveraging Forum networks, platforms, and public engagement opportunities.
* Content curation: Contribute to thought-leadership, lead on relevant publications and briefing papers on women's health, focusing particularly sustainable investing.

Preferred requirements and experience

* Bachelor's or Master's Degree in a relevant field, e.g., public health, health economics, business).
* Strong understanding of the women's health eco-system, such as providers, research, pharmaceuticals, policy makers and advocacy groups.
* 7+ years of experience in global health, strategy consulting, academia, or international organizations, with a focus on health, healthcare, health financing and women's health. An understanding of investment management would be an asset.
* Demonstrated ability to lead the strategic design, implementation and evaluation of consortiums, programmes and/or projects, including in multi-stakeholder or cross-sector settings.
* Executive level presence and presentation skills with the ability to interact efficiently and effectively with global leaders.
* Proven project management and coordination skills; attention to detail; capacity to apply critical thinking, synthesize various viewpoints, effectively communicate critical messages, and consult broadly across diverse stakeholders.
* A flexible, agile, and politically astute mindset necessary for working with fast-paced teams in dynamic environments.
* Fluency in English with excellent written and verbal communication skills; additional foreign languages a plus

Why work at the Forum:

The Forum believes that progress happens by bringing together people from all walks of life who have the drive and the influence to improve the state of the world by building awareness and cooperation, shaping mindsets and agendas, and driving collective action. Join us and become a driver for positive change!

Location:

127 Public Square, Cleveland Ohio

ABOUT THE JOB

Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development professional to join our team as an integral leader supporting business growth. The Production Manager is responsible for managing a team of Production Analysts responsible for the analysis and evaluation of Low-Income Housing Tax Credit (LIHTC) equity investments and Community Development lending opportunities.

The leader will provide direct oversight and leadership to the Production Analyst team to maintain consistent analysis processes, manage balanced workflow, and assist with complex transactional matters. The individual will partner with Relationship Managers, Regional CDLI Leaders, Tax Credit Syndication, and Underwriting to advise on deal structuring, profitability, and risk analysis of new opportunities.

The Production Manager must have significant technical LIHTC experience including originating, underwriting, or managing risk associated with equity investments and community development debt products. Additionally, the individual will be responsible for building and leading an inclusive team culture through ongoing professional development and talent management.

ESSENTIAL JOB FUNCTIONS

* Oversee day-to-day workflow and assignment of new opportunities from the origination teams.
* Review initial deal projections, financial analysis, and deal preflight package to advise deal team on risk analysis, structuring, and profitability.
* Coordinate with Syndication Business Development and Fund Management teams to ensure alignment of deal structure, pricing, internal rate of return (IRR), and terms with investor requirements and placement expectations.
* Facilitate timely deal-level decision making of new opportunities to meet business, client, and investor needs.
* Support ongoing management, maintenance, and enhancements of internal LIHTC equity and debt projection model.
* Review Letter of Intent (LOI) and Term Sheet offerings as necessary to ensure alignment of terms and structure.
* Advise on deal matters throughout the underwriting phase to maximize yield, adjust deal structure, negotiate terms, and balance risk/return as needed prior to transaction closing.
* Oversee and manage the quality and accuracy of new business pipelines with Relationship Managers and Line of Business stakeholders.
* Train, develop, and motivate a highly engaged team of Production Analysts.
* Collaborate on creating and implementing origination, underwriting, and operational efficiencies.

REQUIRED QUALIFICATIONS

* 10 years of LIHTC experience, 5-7 years experience in low income housing tax credit investments with underwriting or origination experience
* Proven experience and broad understanding of LIHTC investments, tax exempt bond financing and other government loan programs for housing development
* Proven ability to drive origination or risk management processes individually or as a part of a team
* Proven ability to work with a wide range of deal types and clients, including for-profit and non-profit developers and governmental agencies
* Demonstrated proficiency in executing a disciplined sales process
* Advanced MS Office Proficiency, particularly Excel
* The ideal candidate will have a bachelor's degree in Business, Finance, Economics, Real Estate, or commensurate experience

This position can be located in Cleveland, OH, St. Louis, MO, New York, NY, Seattle, WA, Overland Park, KS, Chicago, IL or Denver, CO.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $150,000 to $180,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 07/31/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

#LI-Remote

Location:

127 Public Square, Cleveland Ohio

ABOUT THE JOB

Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development professional to join our team as an integral leader supporting business growth. The Production Manager is responsible for managing a team of Production Analysts responsible for the analysis and evaluation of Low-Income Housing Tax Credit (LIHTC) equity investments and Community Development lending opportunities.

The leader will provide direct oversight and leadership to the Production Analyst team to maintain consistent analysis processes, manage balanced workflow, and assist with complex transactional matters. The individual will partner with Relationship Managers, Regional CDLI Leaders, Tax Credit Syndication, and Underwriting to advise on deal structuring, profitability, and risk analysis of new opportunities.

The Production Manager must have significant technical LIHTC experience including originating, underwriting, or managing risk associated with equity investments and community development debt products. Additionally, the individual will be responsible for building and leading an inclusive team culture through ongoing professional development and talent management.

ESSENTIAL JOB FUNCTIONS

* Oversee day-to-day workflow and assignment of new opportunities from the origination teams.
* Review initial deal projections, financial analysis, and deal preflight package to advise deal team on risk analysis, structuring, and profitability.
* Coordinate with Syndication Business Development and Fund Management teams to ensure alignment of deal structure, pricing, internal rate of return (IRR), and terms with investor requirements and placement expectations.
* Facilitate timely deal-level decision making of new opportunities to meet business, client, and investor needs.
* Support ongoing management, maintenance, and enhancements of internal LIHTC equity and debt projection model.
* Review Letter of Intent (LOI) and Term Sheet offerings as necessary to ensure alignment of terms and structure.
* Advise on deal matters throughout the underwriting phase to maximize yield, adjust deal structure, negotiate terms, and balance risk/return as needed prior to transaction closing.
* Oversee and manage the quality and accuracy of new business pipelines with Relationship Managers and Line of Business stakeholders.
* Train, develop, and motivate a highly engaged team of Production Analysts.
* Collaborate on creating and implementing origination, underwriting, and operational efficiencies.

REQUIRED QUALIFICATIONS

* 10 years of LIHTC experience, 5-7 years experience in low income housing tax credit investments with underwriting or origination experience
* Proven experience and broad understanding of LIHTC investments, tax exempt bond financing and other government loan programs for housing development
* Proven ability to drive origination or risk management processes individually or as a part of a team
* Proven ability to work with a wide range of deal types and clients, including for-profit and non-profit developers and governmental agencies
* Demonstrated proficiency in executing a disciplined sales process
* Advanced MS Office Proficiency, particularly Excel
* The ideal candidate will have a bachelor's degree in Business, Finance, Economics, Real Estate, or commensurate experience

This position can be located in Cleveland, OH, St. Louis, MO, New York, NY, Seattle, WA, Overland Park, KS, Chicago, IL or Denver, CO.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $150,000 to $180,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 07/31/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

#LI-Remote

Location:
127 Public Square, Cleveland Ohio

ABOUT THE JOB

Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development professional to join our team as an integral leader supporting business growth. The Production Manager is responsible for managing a team of Production Analysts responsible for the analysis and evaluation of Low-Income Housing Tax Credit (LIHTC) equity investments and Community Development lending opportunities.

The leader will provide direct oversight and leadership to the Production Analyst team to maintain consistent analysis processes, manage balanced workflow, and assist with complex transactional matters. The individual will partner with Relationship Managers, Regional CDLI Leaders, Tax Credit Syndication, and Underwriting to advise on deal structuring, profitability, and risk analysis of new opportunities.

The Production Manager must have significant technical LIHTC experience including originating, underwriting, or managing risk associated with equity investments and community development debt products. Additionally, the individual will be responsible for building and leading an inclusive team culture through ongoing professional development and talent management.

ESSENTIAL JOB FUNCTIONS
• Oversee day-to-day workflow and assignment of new opportunities from the origination teams.
• Review initial deal projections, financial analysis, and deal preflight package to advise deal team on risk analysis, structuring, and profitability.
• Coordinate with Syndication Business Development and Fund Management teams to ensure alignment of deal structure, pricing, internal rate of return (IRR), and terms with investor requirements and placement expectations.
• Facilitate timely deal-level decision making of new opportunities to meet business, client, and investor needs.
• Support ongoing management, maintenance, and enhancements of internal LIHTC equity and debt projection model.
• Review Letter of Intent (LOI) and Term Sheet offerings as necessary to ensure alignment of terms and structure.
• Advise on deal matters throughout the underwriting phase to maximize yield, adjust deal structure, negotiate terms, and balance risk/return as needed prior to transaction closing.
• Oversee and manage the quality and accuracy of new business pipelines with Relationship Managers and Line of Business stakeholders.
• Train, develop, and motivate a highly engaged team of Production Analysts.
• Collaborate on creating and implementing origination, underwriting, and operational efficiencies.

REQUIRED QUALIFICATIONS
• 10 years of LIHTC experience, 5-7 years experience in low income housing tax credit investments with underwriting or origination experience
• Proven experience and broad understanding of LIHTC investments, tax exempt bond financing and other government loan programs for housing development
• Proven ability to drive origination or risk management processes individually or as a part of a team
• Proven ability to work with a wide range of deal types and clients, including for-profit and non-profit developers and governmental agencies
• Demonstrated proficiency in executing a disciplined sales process
• Advanced MS Office Proficiency, particularly Excel
• The ideal candidate will have a bachelor's degree in Business, Finance, Economics, Real Estate, or commensurate experience

This position can be located in Cleveland, OH, St. Louis, MO, New York, NY, Seattle, WA, Overland Park, KS, Chicago, IL or Denver, CO.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $150,000 to $180,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 08/31/2025KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

#LI-Remote