Senior Manager, Tax/Preferred Equity (Clean Energy)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Remote in the United States or Canada, with optional offices in Washington, DC, New York, and San Francisco and optional coworking opportunities in Seattle, Denver, Boston, Los Angeles, and other locations.
Salary: $200,000–$300,000 annually, depending on experience and revenue scope, excluding equity value.
Company
is a clean-economy capital platform modernizing capital raising and deployment for clean energy and critical infrastructure through advisory, investment, technology, and intelligence solutions.
What you will do
- Build, maintain, audit, and stress-test complex financial models for tax, hybrid, and preferred equity transactions.
- Lead opportunity screening, underwriting, pricing recommendations, investment committee materials, sensitivities, and risk analyses.
- Drive transactions from intake through structuring, negotiation, diligence, and closing in collaboration with senior Structuring team members.
- Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers.
- Coordinate commercial, technical, legal, tax, insurance, engineering, appraisal, and tax-insurance workstreams.
- Improve models, templates, AI-enabled workflows, portfolio reporting, and tech-enabled financing products while mentoring Associates.
Requirements
- Bachelor’s degree in Finance, Economics, Engineering, or a related field; an MBA or MS is a plus.
- At least 4 years of relevant experience in renewable energy, structured finance, infrastructure investing, investment banking, or a related field.
- Direct experience structuring and modeling tax equity and preferred equity transactions, including partnership flip, T-flip, and hybrid structures.
- Advanced Excel skills and the ability to build complex partnership models from scratch; VBA or Python skills are a plus.
- Experience leading transaction workstreams, preparing investment materials, coordinating diligence, and interacting directly with clients.
- Ability to adopt new technology platforms and integrate AI tools into daily workflows; FINRA SIE, Series 79, and 63, or willingness to obtain them under sponsorship.
Nice to have
- Experience with other parts of the capital stack, including sale-leaseback structures.
- Familiarity with IRS requirements, safe harbor tests, and recapture provisions.
- VBA or Python skills.
- MBA or MS degree.
Culture & Benefits
- Remote-first operating model with optional offices and coworking opportunities.
- High-growth, high-ownership environment focused on clean energy finance, technology, and applied AI.
- Company-wide gatherings twice a year and regular team offsites.
- Healthcare, dental, and vision coverage, including company-paid employee premiums for available plans.
- Ten company holidays, 20 days of paid time off, 401(k), parental leave, and stock options.
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