A leading institutional investor is seeking an Associate, Tax-Driven Investments to join its investment platform and support the deployment of capital across a diverse portfolio of tax-advantaged investments. This individual will play an active role in evaluating, structuring, executing, and monitoring investments across renewable energy, affordable housing, and other specialized tax-credit strategies.
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
