Investment Execution

View full description

Requirements:

• Experience with clean energy financing transactions, with a strong preference for tax equity experience
• Track record of successful tax equity investing
• Strong written and verbal communication skills
• Excellent Excel modeling skills
• Adaptable and excited about building at the early stage. You’re not afraid to roll-up your sleeves and build things yourself
• Contribute to and help build team culture

Responsibilities:

• Origination, execution, underwriting, and investment committee process for renewable energy tax equity investments
• Financial modeling and analysis until stabilization of each assigned project and provide ongoing technical support throughout the life-cycle of each investment.
• Perform due diligence of investment opportunities under the guidance of management, including but not limited to client diligence, tax equity documentation, third party reports, and attend site visits.
• Prepare and present investment memos and supporting information for approval, in line with investment policy.
• Support discussions with developers on each transaction, alongside relationship and account owner on Crux coverage team. Responsibilities with sponsors may include: Oversight and communications analyzing performance data on a periodic basis, with focus on delivery of investment benefits as required.
• Expediting receipt of financial and operational information to facilitate performance review, including but not limited to tax returns, audit reports, financial statements, etc.
• Financial model and disposition analysis and discussions
• Support in contact with Investors
• Capital deployment as negotiated under documents
• Proactively identify and escalate operational risk loss events / control deficiencies to management.