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Dudley Ventures Investment Analyst

Company: Valley Bank
Location: Phoenix
Posted on: June 25, 2022

Job Description:

As a subsidiary of Valley National Bancorp, Dudley Ventures ("DV") provides investment and advisory services specializing in congressionally sanctioned tax credits and other tax advantaged investments. The Investment Analyst is responsible for financial analysis of lending and investment opportunities for renewable energy, real estate development and operating businesses utilizing Low-Income Housing Tax Credits (LIHTC), Historic Tax Credits (HTC), Renewable Energy Tax Credits (RETC), and/or New Markets Tax Credits (NMTC). Responsibilities include, but are not limited to:

  • Responsible for preparing high quality investment memos which include the investment strengths, weaknesses, and risks and mitigants.
  • Present analytical findings to a credit committee and various department heads and communicate directly with existing and potential borrowers, investors and third-party industry professionals.
  • Analytical responsibilities include financial statement analysis; financial forecasting and trending analysis; construction budget review and development; investor benefit analysis; Excel model development; and the collection, organization, review and underwriting of due diligence material.

Keywords: Valley Bank, Phoenix , Dudley Ventures Investment Analyst, Professions , Phoenix, Arizona

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