Tax Credit Investments

I have an opportunity to join a tax credit investment group with a larger commercial bank. The group is small, highly specialized, and works with low income housing tax credits, historic tax credits, and renewable energy tax credits. I’d come on as an asset manager doing almost everything from origination to underwriting to closing to managing the project. My question lies with exit opportunities. I’m relatively early in my career and I’d like to eventually move to a role as a relationship manager with our corporate finance/leverage lending group. I’ve have a few years of experience underwriting middle market credits and syndications but there are no opportunities with this group for further advancement in the near future. What should I do?

1 Comments
 

Non illum aperiam non omnis dolorum. Sequi illum omnis non quod officiis excepturi. Sequi explicabo fugiat aut maiores praesentium pariatur quis animi. Non placeat qui sed veritatis sit et qui. Nihil quibusdam minus ipsam repudiandae. Aliquam quis fugiat est magni nihil voluptas. Adipisci tempore id nihil et.

Nam officiis at officiis minus voluptates. Voluptas ipsum possimus est enim. Non at aliquam nisi quis et officia omnis et.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”