Advantage Capital

• Conduct impact research and analysis—including job quality evaluation, wage benchmarking, demographic analysis, and industry-specific community impact dynamics—to produce slip sheets used to market projects to investors and stakeholders. • Engage directly with clients throughout the slip sheet process to request additional information, clarify impact details, and manage revisions through final delivery. • Synthesize due diligence materials to complete investor intake forms, collaborating directly with project teams to gather additional information, incorporate feedback, and deliver finalized materials for review. • Maintain and regularly update the Opportunity Summary, ensuring project details remain current. • Conduct research to produce detailed pipeline and track record snapshots, assessing community need, industry context, impact metrics, and alignment with deployment strategies. • Proactively identify pipeline gaps or weaknesses and collaborate with consultants to address issues early. • Draft and edit sections of the NMTC allocation application, adapting writing to different clients, industries, and impact focus areas and ensuring clarity, consistency, and responsiveness to scoring requirements. • Support internal evaluation, numbers of checks, quality control, AMIS uploads, and data validation to ensure accuracy and completeness. • Manage shifting timelines and competing priorities in a fast-paced, collaborative environment.

• Support clients’ NMTC programs through maintaining program compliance and management of a portfolio of NMTC investments • Analyze QALICB financial statements and reports to detect risk of loan default and risk of NMTC program compliance default • Assist with review of post-closing disbursements of QLICI funds • Monitor and track the portfolio’s loan performance and compliance with loan agreements and program requirements, and prepare reports for management review • Collect, review and analyze community impact reporting, including validation and presentation to internal and external stakeholders • Interacting and building relationships with partners, banks, and investors • Monitor CDE status including board LIC representation compliance • Prepare CDFI Fund AMIS reporting including QEI Tracking, ILR, TLR, and QEI Closeout Reports • Monitor CDE’s compliance with Allocation Agreement and NMTC application • Analyze CDE’s compliance with IRS regulations including substantially all testing and redemption testing • Prepare and submit required compliance reporting to investors, partners, state agencies and lenders.