Sr. Manager, Investment Management

Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA or MS a plus. Minimum 4 years of experience in renewable energy, structured finance, or infrastructure investing, with direct tax equity modeling experience. Advanced Excel skills, including ability to build complex partnership models from scratch. VBA or Python skills a plus. Strong understanding of tax equity structures (partnership flip, T-flip; sale-leaseback optional). Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred. Excellent analytical, organizational, and communication skills. Comfortable adopting new technology platforms and integrating AI tools. FINRA license(s) required or willingness to obtain.

Build, maintain, and audit complex financial models for tax equity transactions. Support preparation of investment materials for Investment Committee. Collaborate on transaction structuring, execution, and negotiations. Analyze sponsor financials, project contracts, and diligence materials. Leverage technology and AI-enabled tools for accuracy and efficiency. Contribute to process improvements and template standardization. Participate in limited external interactions with developers, investors, and advisors. Support portfolio management and reporting.