NMTC Compliance & Transactions Analyst - 136114

DEPARTMENT OVERVIEW:

UC San Diego Division of Extended Studies serves as a catalyst for positive change by advancing global access, equity, and social and economic mobility through educational enrichment across the lifespan.

As a fully self-supporting division under UC San Diego Academic Affairs, Extended Studies operates year-round (12 months of active instruction) with a budget of $50 million annually. A team of 260 academic and staff employees and more than 1,200 instructors fulfill the mission of delivering exceptional educational experiences and services that reflect our standing as part of a top-tier globally renowned public research University.

Extended Studies operates in 200,000 square feet of managed space, including a headquarters building with classrooms, training spaces and key administrative offices adjacent to the UC San Diego campus, as well as off-campus classroom facilities in nearby University City. The division maintains a robust online learning platform, operating 24/7 with webcasting and video-conferencing capabilities, while also maintaining a strong web presence with e-commerce operating 24/7. There are over 90,000 enrollment transactions annually, supported by a robust network of representatives, agents, and students. Focused on community engagement and enrichment, the division operates two television stations, UCTV and UCSD-TV, and a variety of public lecture programs, while staying active in federal, state, local, and private research and technical assistance programs and activities.

Extended Studies is also responsible for the management and financial, operational, and programming oversight of UC San Diego Park & Market, a 66,000-square-foot, four-story, multi-purpose office building located in the East Village neighborhood of downtown San Diego. Park & Market supports and hosts a wide variety of civic, community, corporate, and campus events, meetings, conferences, and programs.

POSITION OVERVIEW:

Under the general direction of the Assistant Dean of Finance and Administration in the Division of Extended Studies, the NMTC Compliance & Transactions Analyst serves as the subject matter expert and operational lead for UC San Diego's New Markets Tax Credit (NMTC) activities related to UC San Diego Park & Market. This position ensures full compliance with federal NMTC regulations, manages all reporting and documentation for Community Development Entities (CDEs), and coordinates complex financial transactions including equity injections, debt placements, and Qualified Low-Income Community Investments (QLICIs).

This role acts as the primary point of contact between UC San Diego Extended Studies and all participating banks, investors, CDEs, legal counsel, and internal stakeholders involved in NMTC financing of Park & Market. The incumbent is also responsible for initiating and tracking wire transfers, maintaining audit-ready records, and coordinating submission of all required documentation to the CDFI Fund and stakeholders over the full 7-year compliance period of the NMTC project.

~ A cover letter is optional, but strongly encouraged.

• Bachelor's degree in Finance, Accounting, Public Policy, Business Administration, or related field, or equivalent experience/training.

• Demonstrated knowledge of the New Markets Tax Credit program or similar federal economic development financing tools.

• Direct experience working with Community Development Entities (CDEs) or as part of a QALICB team.

• Minimum of 3-5 years of professional experience in financial compliance, fund management, real estate finance, or community development lending.

• Advanced knowledge of applicable policy analysis techniques.

• Experience managing complex financial transactions involving multiple stakeholders and documentation requirements.

• Advanced knowledge of common organizational- or research-specific and other computer application programs.

• Strong communication and interpersonal skills to communicate effectively with all levels of staff and influence, both verbally and in writing.

• Ability to use discretion and maintain all confidentiality.

• Advanced project management skills.

• Thorough knowledge of organizational or initiative processes, protocols and procedures.

• Ability to multi-task with demanding timeframes.

• Advanced analytical / problem-solving skills.

• Strong knowledge of financial systems and ability to initiate and reconcile wire transfers.

• Advanced Excel skills and experience working with financial databases or reporting tools.

• Background check is required.

• Will be required to work occasional extended hours during key reporting periods or transaction closings.

• A cover letter is optional, but strongly encouraged.

If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

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