Job Description Summary

Lead the investment function in a (financial sector) company, developing a portfolio of products and services, contributing to risk appetite determination, and coordinating and executing the investment management function.

Job Description

What You’ll Do (the role):

Duties & Responsibilities:

• Manage investor presentations, benefit schedules and other relevant investor communication through funding
• Prepare detailed investment memos and presentations for transactions
• Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term sheet, financial closing and funding phases
• Tracking and coordinating third party deliverables and diligence items during the course of the transaction
• Maintaining accurate records during the negotiation and diligence phases to ensure deal teams are meeting their obligations and third parties are delivering timely
• Responsible for coordination with asset management team during the closing/funding process in anticipation of an efficient transition to post-closing, asset management process
• Assist asset management team with third parties on delivery of periodic reports, financials, tax returns to ensure capital provider obligations are satisfied
• Support initiatives to help the business in achieving its strategic objectives
• Travel for business and attend conferences as necessary
• Assist in the initial underwriting, modelling and due diligence of tax credit investments
• Support the sourcing of tax credit investment opportunities directly with sponsors and indirectly through brokers, investment banks and consultants

Who we're looking for:

Knowledge & General Skills

Minimum Requirements

• Advanced Microsoft Excel skills including understanding of complex project finance models and ability to create well-organized presentations of information to formulate conclusions
• Understanding of renewable energy project finance transactions with an emphasis on tax credit structures (PTC/ITC, p-flip, inverted lease, hybrid, preferred equity, and transfers)
• Understanding of financial, tax, accounting, and investment concepts
• Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create as well as deliver effective presentations
• Demonstrated experience conducting diligence and negotiating tax credit transactions
• Manages self and others to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
• Ability to evaluate complex situations and independently make decisions on significant matters
• Self-motivated intellectual curiosity

Experience/Qualifications/Education

• 5+ years of relevant experience in renewable energy tax credit investing including financial modelling, negotiation of critical legal documents and reviewing third-party reports
• Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area
• Experience leading renewable energy tax credit closings and fundings preferred
• Exposure to non-renewable assets (natural gas, carbon capture, manufacturing, etc.) considered a plus

Why you’ll make a great member of the team:

Personal Qualities

• Ability to work independently, deal confidently and build strong relationships
• Willingness to receive and accept feedback and improve
• Flexible attitude and the ability to multitask
• Strong time management / prioritization skills
• Excellent written, verbal communication and English skills
• Helpful, hardworking approach and a team player
• Unparalleled honesty and integrity

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

Manager Experience - More than 15 years

Certifications

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.