Tax Oriented Investments- Structured Housing Investments - Analyst Vacancy In Jpmorgan Chase Bank, N.a.

Hiring Organization / Company: Jpmorgan Chase Bank, N.a.
Basic Salary: To Be Discussed
Employement Type: Full-Time

Job Details:

The Structured Housing Investments (SHI) Group within Tax Oriented Investments (TOI) is an equity investor in affordable housing for low income households. The group is based in Chicago and is part of the Investment Bank's Securitized Products Group. SHI primarily invests through syndicators as a sole limited partner in investment funds that qualify for IRS Code Section 42 low-income housing tax credits (LIHTC).



  • Assist with initial screening of investment opportunities received from Syndicators/Sellers (including a pre-screening of developer names, project names and locations in HIMS database).
  • Assist with pricing analysis of new investment opportunities (prepare upper tier fund model, maintain pricing summary showing the evolution of pricing negotiations).
  • Review Yellow Flags list to identify any initial property issues.
  • Assist in preparing aspects of the PIC package.
  • Assist in preparation of LOI or Award Letter and Confidentiality Agreement.
  • Regularly update SHI Marketing Report.

Due Diligence

  • Work with syndicator/seller to complete property spreadsheets, templates.
  • Review syndicator-prepared property investment packages and various due diligence documents (e.g., market studies and appraisals). Identify concerns, issues, inconsistencies, red flags, etc. and prepare follow-up questions.
  • Complete Google searches of each property and developer and identify any items of potential concern.
  • Review Background Checks and identify any items of potential concern.
  • Review and comment on property level and fund level financial models.
  • Coordinate the receipt of due diligence documents from Syndicator / Seller and ensure that all documents are archived appropriately.
  • Review and coordinate Legal Due Diligence Summaries and Issues Lists. Monitor and coordinate Syndicator/Seller responses.
  • Review syndicator/seller Anti-Corruption Questionnaires and escalate any potential concerns; Prepare Deal Team questionnaires. Ensure transaction documents include required anti-corruption provisions.

TOI-Housing Investment Committee

  • Assist in assembling FIC package.
  • Assist with HIMS inputs prior to FIC package distribution.
  • Participate in select aspects of FIC presentation.


  • Coordination of all closing documents and ensuring all documents are archived appropriately.
  • Obtain Secretary's Certificates for (i) Investor entity (FNBC Leasing) and (ii) Guarantor (JPMC & Co.) via JPMC Office of the Secretary website.
  • Coordinate and ensure that JPMC Guaranty gets executed by Treasury and delivered on time.
  • Send to Treasury fully executed Guaranty (pdf).
  • Prepare CD-1 form to be delivered to OCC.
  • Complete property inputs in HIMS for closed properties.
  • Assist in uploading accounting model into JPM systems (HIMS/HWeb/RAM).


  • Monitor receipt of post-closing deliverables (e.g., insurance certificates, stabilization/PIS certificates, outstanding lower-tier signatures).
  • Provide all legal entity information internally as required.
  • Ensure timely receipt of Closing Binder.


Asset Management

  • Assist with:

o Put Option Analysis and Property Sale Consent Requests and preparation of memo detailing the applicable analysis and coordinate closing documentation.

o Various other Requests for Consent.

o Preparation of the Annual Portfolio Review PMC Presentation.

o Quarterly Risk Ratings.

o Hybrid Fund Repricings and Annual Pricing Updates.

o Tracking and processing lower-tier operating cash flow distributions and investor service fees.

o Monitoring reporting requirements.

o Tracking Placed in Service and Stabilization status of lower tier properties.

o Special Projects.

o Fundings.

o Obtaining and processing quarterly reports and annual tax returns and financial statements.

o TOI Procedures/Compliance Projects and Documentation.

o Annual Anti-Corruption Certifications.

o Tracking various information on syndicators (e.g., asset management sustainability, financial heath) and lower tier properties (e.g., disposition opportunities, watch list assets, developer and geographic concentration).JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Job Location Information:
City: Chicago
State: Il
Country: Us
Location: Chicago, Il
Job Listing No# : 64547

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