Associate - Tax Driven Investments

Selby Jennings; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings is seeking an Associate for a leading institutional investor's Tax-Driven Investments team in Boston. You will lead financial analysis, due diligence, and execution across renewable energy, affordable housing, and other tax-advantaged strategies, collaborating with tax, legal, accounting, treasury, and investments teams.

The role involves preparing investment recommendations for senior stakeholders and contributing to a high-performance investment culture within a fast-paced

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering or related field.
• 4-7 years of experience in project finance, tax equity, renewable energy investing, or related role.
• Demonstrated transaction execution, 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 strategies.

Responsibilities

• Evaluate and execute investments across renewable energy, affordable housing, and other tax-advantaged strategies.
• Perform financial analysis, underwriting, due diligence, and risk assessment to support decisions.
• Structure, negotiate, and manage transactions from initial review through closing.
• Monitor and manage portfolio investments with sponsors, developers, and external partners.
• Build and maintain relationships with market participants to support sourcing and trends.
• Partner with internal teams across tax, legal, accounting, treasury, and investments.
• Prepare investment recommendations and materials for senior stakeholders and committees.
• Contribute to a collaborative, high-performance investment culture through knowledge sharing.

Skills

Financial modeling

Analytical skills

Investment evaluation

Communication

Presentation skills

Collaboration

Education

Bachelor's degree in Finance, Economics, Accounting, Engineering

Tools

Excel

PowerPoint

Job description

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 project finance, tax equity, renewable energy investing, 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