Asset Manager, Renewable Energy

Job Description

Summary

The Asset Management Associate role will be a key part of this high growth company in St. Louis, Missouri focused primarily on tax credit investments, with an emphasis on the renewable energy sector.

Duties and Responsibilities

• Work closely with the firm's Principals and Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit
• Engage with project sponsors and investors to track, collect, and analyze project information
• Monitor the obligations of key entities throughout the investment structure to meet timely reporting obligations and understand project performance
• Participate as a key point person in transitioning investments post-closing to the lifecycle 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
• With support and guidance, 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
• Travel for business and attend conferences as necessary (5% - 10%)

Knowledge & General Skills

Minimum Requirements

Experience / Qualifications / Education

Education

Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS)

Travel

Less than 25%

Workstyle

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to :

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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