Asset Manager, Renewable Energy

Raymond James Financial, Inc.; St. Louis (MO); Remote; USD 60,000 - 100,000; Full time

Job summary

Join an innovative firm as an Asset Manager in Renewable Energy, where you'll play a pivotal role in overseeing tax credit investments. This position offers the chance to engage with project sponsors, analyze investment performance, and produce insightful reports for stakeholders. You'll collaborate closely with senior management while contributing to strategic objectives in a rapidly growing sector. If you're passionate about renewable energy and eager to make a significant impact in asset management, this opportunity is perfect for you. Work in a supportive environment that values professional growth and fosters a culture of integrity and client-first service.

Qualifications

• 3+ years in tax credit asset management or investment operations.
• Strong interest in renewable energy infrastructure and project finance.

Responsibilities

• Oversee a portfolio of tax equity investments and ensure compliance.
• Produce periodic reports for investors with qualitative and quantitative analysis.

Skills

Microsoft Excel modeling

Project finance knowledge

Communication skills

Client service

Analytical skills

Self-motivated intellectual curiosity

Education

Bachelor’s degree in Finance

Bachelor’s degree in Mathematics

Bachelor’s degree in Engineering

Bachelor’s degree in Economics

Advanced degree or CFA/CPA (optional)

Job description

Asset Manager, Renewable Energy

Asset Manager, Renewable Energy

Apply locations Remote Missouri - United States time type Full time posted on Posted Yesterday job requisition id R-0002989

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

• Microsoft Excel modeling skills and a strong interest in the use of complex project finance models, as well as developing the ability to create well-organized presentations to formulate conclusions.
• Understanding of renewable energy project finance transactions and/or tax credit equity.
• Basic understanding of financial, tax, accounting, and investment concepts.
• Strong communication skills, both oral and written, and the ability to create effective presentations.
• Ability to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity.
• Ability to evaluate complex situations and engage with other team members to make decisions on significant matters.
• Self-motivated intellectual curiosity.

• Strong interest in renewable energy infrastructure and project finance.

Experience/Qualifications/Education

• 3+ years in tax credit asset management and/or investment operations experience.
• Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area.
• Advanced degree and/or CFA, CPA certification is optional.
• Experience in renewable energy project development, accounting, and/or finance is strongly preferred.
• Experience in Low-Income Housing Tax Credits (LIHTC), Historic Tax Credits (HTC), or New Markets Tax Credits (NMTC) a plus.

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:

1. Grow professionally and inspire others to do the same.
2. Work with and through others to achieve desired outcomes.
3. Make prompt, pragmatic choices and act with the client in mind.
4. Take ownership and hold themselves and others accountable for delivering results that matter.
5. Contribute to the continuous evolution of the firm.

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.

About Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom, and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Join our Talent Network

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations, and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion, and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.