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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