Analyst - Transactions
Listed on 2026-03-16
-
Finance & Banking
Corporate Finance, Risk Manager/Analyst, Financial Analyst
About Basis Climate
Basis Climate is a leading clean energy investment platform specializing in the transfer of Investment Tax Credits (ITC), Production Tax Credits (PTC), 45Z clean fuel credits, and advanced manufacturing credits (45X). We facilitate mid-market transactions from $250k–$100m, combining AI-enabled diligence tools with innovative insurance products developed in partnership with leading global insurers.
Our product offerings expanded in 2025 to include placement of preferred equity and holdco debt into distributed generation facilities, in partnership with a leading private equity energy infrastructure investor.
Our mission is to accelerate the energy transition by making capital deployment and tax credit transactions faster, more efficient, and more accessible. We work directly with Fortune 500 tax directors, treasurers, and CFOs to help them unlock value from clean energy investments while achieving their sustainability objectives.
The OpportunityWe are looking for a creative, entrepreneurial Analyst to join our growing team and play a hands‑on role across tax credit transactions, market expansion, and the development of AI-enabled products. This is not a traditional analyst seat—you will operate with significant autonomy, take ownership of work streams from day one, and directly shape how Basis Climate builds and deploys technology to win in a rapidly evolving market.
The transferable tax credit market represents a multi‑billion dollar opportunity created by the Inflation Reduction Act. As the market matures and new credit types emerge, we need resourceful, self‑starting team members who can identify opportunities others miss and move fast to capture them.
If you are energized by the intersection of clean energy, finance, and technology—and want to build things that matter—this role is for you.
What You’ll Do Transaction Execution & Market Coverage- Support origination, structuring, and execution of tax credit transfer transactions across ITC, PTC, 45Z, 45X, and emerging credit types
- Conduct financial analysis, credit assessment, and due diligence on clean energy projects and corporate tax credit buyers
- Prepare transaction materials including teasers, memos, pricing models, and client presentations
- Help build and maintain relationships with corporate taxpayers, developers, family offices, and institutional investors
- Creatively implement and expand Basis Climate’s AI-powered diligence, underwriting, and market intelligence tools—finding new ways to automate workflows and surface insights
- Identify opportunities to apply AI and data to new product lines, buyer segments, and market expansion strategies
- Prototype and test new product ideas, working cross‑functionally with engineering, insurance, and transaction teams
- Stay ahead of developments in AI/ML, fintech, and climate tech and bring actionable ideas to the team
- Monitor and analyze market trends, regulatory developments, and competitive dynamics in the tax credit transfer space
- Develop thought leadership content, market research, and data‑driven insights that support go‑to‑market efforts
- Contribute to strategic planning for new geographies, credit types, and buyer/seller segments
- Help systematize and improve internal processes—from deal pipeline tracking to client onboarding to reporting
- Represent Basis Climate at industry conferences and networking events
- Collaborate with senior team members on preferred equity placements, asset management, and capital formation strategies
- 1–3 years of experience in renewable energy, project finance, investment banking, tax, consulting, or a high‑growth startup—or a standout recent graduate with relevant internships and demonstrated initiative
- Creative problem solver who gets excited about building new products, finding unconventional approaches, and experimenting with AI tools to drive results
- Self‑starter with high ownership mentality—you don’t wait to be told what to do, you figure it out and execute
- Strong analytical skills: comfortable with financial modeling, data analysis, and translating complex…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).