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Duties and Responsibilities

+ Work closely with the Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit

+ Working with the transactions team, support development of reporting and compliance requirements in transactional documents

+ Provide oversight and auditing of the obligations of key entities throughout the investment structure to meet timely reporting obligations and understand project performance

+ Manage investment post-closing to the asset management process and review investment documents (LLCAs, ECCAs, Tax Credit PSAs, AMAs, etc.) for reporting requirements and funding obligations

+ Produce professional periodic reports for investors that deliver qualitative and quantitative analysis through narrative and customized visual analytics

+ Manage a portfolio of tax equity investments by collecting and evaluating periodic reports, reviewing financial models and cash waterfalls, and reporting to investors throughout the remaining deal lifecycle

+ Ensure capital provider obligations are satisfied and assist in the funding process by coordinating with third parties on delivery of periodic reports, financials, and tax returns

+ Review tax returns and coordinate with experts when needed

+ Support initiatives to help the business in achieving its strategic objectives

+ Maintain accurate records in Company asset management systems to ensure robust reporting

+ Travel for project site visits, business meetings and conferences as necessary (5% - 10%)

Knowledge & General Skills

_Minimum Requirements_

+ Microsoft Excel modeling skills and a strong interest in the use of complex project finance models, as well as developing the ability to create well-organized presentations to formulate conclusions

+ Understanding of renewable energy project finance transactions and/or tax credit equity

+ Understanding of financial, tax, accounting, and investment concepts

+ Strong communication skills, both oral and written, and the ability to create effective presentations

+ Ability to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity

+ Ability to evaluate complex situations and engage with other team members to make decisions on significant matters

+ Self-motivated intellectual curiosity

+ Strong interest in renewable energy infrastructure and project finance

Experience/Qualifications/Education

+ 5+ years in tax credit asset management and/or investment operations experience

+ Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area

+ Advanced degree and/or CFA, CPA certification preferred

+ Experience in renewable energy project development, accounting, insurance, and/or finance preferred

+ Experience with non-renewable energy assets (natural gas, carbon capture, manufacturing, etc.) considered a plus

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

+ Strong attention to detail

+ Client first mentality