A leading institutional investor is seeking an Associate to join its Tax-Driven Investments team. The successful candidate will play a key role in evaluating, structuring, and executing investments across renewable energy, affordable housing, and other tax-advantaged investment strategies. Working closely with senior investment professionals, the Associate will lead financial analysis, due diligence, transaction execution, and portfolio monitoring efforts.
Responsibilities
- Evaluate and execute investments across renewable energy, affordable housing, and other tax-advantaged investment strategies
- Perform financial analysis, underwriting, due diligence, and risk assessment to support investment decisions
- Structure, negotiate, and manage transactions from initial review through closing
- Monitor and manage portfolio investments, working closely with sponsors, developers, and external partners
- Build and maintain relationships with market participants to support sourcing efforts and stay informed on industry trends
- Partner with internal teams across tax, legal, accounting, treasury, and investments to drive successful transaction execution
- Prepare investment recommendations and materials for senior stakeholders and investment committees
- Contribute to a collaborative, high-performance investment culture through knowledge sharing and cross-functional teamwork
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Engineering, or a related field
- 4-7 years of experience in tax equity, renewable energy investing, project finance, LIHTC investing, or a related investment role
- Demonstrated transaction execution experience, including deal structuring, underwriting, due diligence, and closing
- Strong financial modeling, analytical, and investment evaluation skills
- Knowledge of renewable energy tax credit structures and tax-advantaged investment strategies preferred
- Experience managing complex transactions and coordinating multiple internal and external stakeholders
- Excellent communication and presentation skills, with the ability to articulate investment recommendations to senior decision-makers
- Advanced proficiency in Excel and PowerPoint
- Self-starter with a collaborative mindset and the ability to thrive in a fast-paced investment environment
No visa sponsorship is available for this role
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