Support the screening, underwriting, structuring, and execution of tax/preferred equity transactions for renewable energy and energy transition infrastructure projects.
Compensation
Compensation: $150,000s - $200,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
Responsibilities
Support the screening and underwriting of new opportunities, including initial reviews, pre-pricing screens, and running/updating financial models for tax/hybrid and preferred equity transactions.
Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
Work closely with senior members of the Structuring team to drive transactions from intake to closing.
Analyze sponsor financials, project contracts, and diligence materials to help identify risks and value drivers.
Leverage technology and AI-enabled tools to increase accuracy and efficiency in modeling, diligence, and reporting.
Requirements
Bachelor's degree in Finance, Economics, Engineering, or a related field
Lead portfolio reporting and compliance, managing a team of analysts and accountants, overseeing financing and capital contribution transactions, and ensuring regulatory and lender compliance.
Responsibilities
Own monthly, quarterly, and annual reporting cycles for all portfolios and financing vehicles
Lead budget vs. actual and variance analysis
Design and improve investor reporting packages
Oversee portfolio budgets and forecasts
Set accounting policy and positions for complex portfolio matters
Requirements
Bachelor's degree in accounting, finance, business, or a related field
Senior Manager, Structuring (Tax/Preferred Equity)Crux · Remote, US+8 more
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