Sr Manager, Asset Management

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%)

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

• 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

• 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