Sr. Associate, Tax Equity Investment (Texas)
Location: Texas strongly preferred
Sector: Renewable Energy (Solar, Storage, Wind)
Compensation: $150k – 200k cash + bonus + EQUITY
PLEASE NOTE: You must have extensive tax equity modeling, structuring and/or underwriting transaction experience to be considered for this role.
The Business
Our client is an emerging start-up in the renewable energy space. Well-funded and building an investment team focused on accelerating the energy transition market (wind, solar, storage) by deploying capital into clean energy projects across the US.
The Role
The Sr. Associate of Investments will be joining an agile, dynamic team of industry professionals to originate and execute transactions. This individual will:
- Work intimately with the SVP’s and CEO to support the execution of renewable energy project level investment transactions, from origination to closing, ensuring the development of robust tax equity financial models, due diligence, and investment documentation.
- Construct and manage complex financial models related to structured finance, tax equity, or mergers & acquisitions, serving as a key player in investment analysis and decision-making
- Oversee due diligence processes, collaborating with stakeholders to ensure seamless execution and alignment with investment objectives.
- Generate, synthesize, and deliver comprehensive reporting to leadership teams and stakeholders..
- Create and review detailed investment committee documentation, financial documentation, and partnership documentation.
- Develop and maintain strategic relationships with partners and clients, identifying new investment opportunities and enhancing existing engagements.
- Take on additional responsibilities as required, demonstrating flexibility and commitment to the firm’s goals.
- Foster team collaboration, supporting the growth and development of junior team members and contributing to the team’s overall success.
Qualifications
- At least 3-5 years of experience in investment banking, private equity, renewables finance, or a similar field, with a specific focus on renewable energy investments, project finance or tax equity transactions.
- Demonstrated experience in supporting aspects of the transaction processes, with a strong emphasis on complex financial modeling, due diligence, and investment documentation.
- A track record of successful investment transactions, indicating deep involvement and ownership of the process from start to finish.
- Exceptional analytical, organizational, and communication skills, capable of leading initiatives and driving results within a collaborative team environment.
- A high integrity, high energy self starter that is keen on growing with entrepreneurial teams and environments.
- Based in Houston, with a willingness to work in-office, reflecting our commitment to team collaboration and engagement.
- An MBA or degree in business, finance, or related field is preferred, but not required.
Compensation
The expected salary range for this position is up to: $150,000 – $200,000 total annual compensation. Offered salary may be based on a variety of factors including skills, experience, and qualifications for the role.