- Support the building, maintenance, and auditing of financial models for tax equity transactions, with exposure to partnership flip and T-flip structures.
- Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
- Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.
- Analyze sponsor financials, project contracts, and diligence materials to help identify risks and value drivers.
- Leverage technology and AI-enabled tools to increase accuracy and efficiency in modeling, diligence, and reporting.
- Contribute to process improvements and template standardization across the Investments team.
- Support limited external interactions with developers, investors, and advisors under guidance from senior team members.
- Assist with portfolio management and reporting as needed, including monitoring project performance against underwriting.
Data AnalysisMicrosoft Excel