Manager, Investments

Treaty Oak Clean Energy; Austin (TX); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Unlimited PTO

Paid holidays

Cell-phone stipend

401K

Health benefits (Medical, Dental, Vis.

Job summary

Treaty Oak Clean Energy, based in Austin, Texas, seeks a high-impact Manager, Investments to drive financial diligence from development through FID and into construction. You will build and audit complex financial models for solar and battery storage projects, coordinate cross-functional diligence, and prepare investment materials for internal and sponsor approvals.

Ideal candidates have 5+ years in renewable energy finance, strong Excel/PowerPoint skills, and experience with tax equity

Qualifications

• 5+ years of renewable energy experience in project finance, corporate finance, or investment banking.
• Advanced Excel and PowerPoint skills with financial model creation and best practices.
• Knowledge of renewable energy project economics and tax incentives.
• Experience preparing investment memoranda and financing materials for institutional audiences.

Responsibilities

• Lead preparation of investment memoranda, FID packages, and supporting materials.
• Develop and quality-control structured project financial models for solar and storage.
• Prepare marketing materials (teasers, CIMs) for financing processes.
• Coordinate due diligence with legal, tax, insurance, and engineering teams.
• Manage external capital raising processes and investor relations.
• Advise on regulatory compliance affecting project economics and eligibility.
• Monitor interconnection queue dynamics and related risk across ISOs/RTOs.
• Mentor junior team members and collaborate across departments.

Skills

Advanced Excel

Financial modeling

PowerPoint

Project finance

Due diligence

Stakeholder communication

Interconnection knowledge

Regulatory compliance

Team leadership

VBA / macros

Tools

Excel

PowerPoint

VBA

Job description

Company Overview

Treaty Oak Clean Energy (Treaty Oak) is a utility-scale clean energy platform headquartered in Austin, Texas, focused on developing, commercializing, constructing, and operating utility-scale solar plus battery storage projects in targeted U.S. energy markets. Our mission is to create a sustainable future by providing clean, low-cost energy solutions to the grid, benefiting energy consumers, communities, and generations to come.

Treaty Oak features an experienced management team with a track record of developing and commercializing 10 GW+ of utility-scale power projects and a collective 100+ years’ experience across critical competencies, including power markets, offtake structuring, design, engineering and real estate, with such expertise being put towards our 15+ GW portfolio of utility-scale renewable energy projects across the U.S., including 485 MW of in-construction and operational projects.

Treaty Oak is a wholly-owned portfolio company of Macquarie Asset Management (Macquarie), one of the world’s largest infrastructure managers with $600 billion under management, pairing Treaty Oak’s renewables development expertise with Macquarie’s capital backing and global leadership in advancing the energy transition.

Summary

The Manager, Investments, will be a key team member responsible for supporting Treaty Oak’s investment decision-making process across its portfolio of utility-scale solar and battery energy storage projects. This individual will work across the full project lifecycle—from early-stage development diligence through Final Investment Decision (FID) and into construction and operations—interfacing with Macquarie and internal cross-functional teams to drive rigorous, well-supported investment recommendations.

The Manager, Investments, will lead and manage complex financial models, coordinate due diligence work streams, evaluate regulatory and market risks, support interconnection and offtake strategy, and prepare investment materials for internal and Sponsor-level approvals. The position will report directly to the Manager, Investments, as part of the current team of 10 project finance and M&A professionals.

For this high-growth opportunity role, Treaty Oak is seeking an individual with significant knowledge of renewable energy project fundamentals, tax equity modeling skills, financial modeling best practices, and the regulatory, interconnection, and power market dynamics that drive investment outcomes in the utility-scale solar and BESS sectors.

Key Responsibilities

• Lead preparation of investment memoranda, FID packages, and supporting materials for internal Investment Committee and Macquarie approval processes
• Develop, manage, and quality-control fully structured project financial models to analyze project, partnership, and sponsor-level economics for solar and BESS projects; synthesize and communicate key findings and sensitivities to senior management and the Sponsor
• Prepare marketing materials (e.g., teasers and CIMs) for internal and external stakeholders / financing processes
• Procure and scrutinize third-party reports (e.g., IE, transmission, market, insurance, tax projections, and ITC cost segs) and project documentation (e.g. PPAs, EPC agreements, GIAs, equipment supply agreements, and O&M contracts) to accurately determine and integrate assumptions into financial models
• Manage and coordinate external platform-level capital raising processes including coordinating with advisors, investors, and third-party diligence reports to aid in the timely execution of key financing workstreams
• Manage and coordinate due diligence work streams across legal, tax, insurance, environmental, engineering, and market consultants, ensuring timely and accurate integration of third-party findings into investment recommendations
• Evaluate and advise on regulatory compliance matters affecting project economics and eligibility, including FEOC/PFE rules, IRA tax credit requirements (ITC/PTC, domestic content, energy community), Safe Harbor strategies, and trade policy
• Monitor and assess interconnection queue dynamics, network upgrade cost exposure, and milestone risks across MISO, ERCOT, PJM, and other relevant ISOs/RTOs; collaborate with the Interconnection team to inform go/no-go and capital allocation decisions
• Support the Development, Engineering, and Procurement departments on early-stage evaluation of potential project designs, equipment selection, financing structures, and key economic drivers (e.g., DC:AC ratios, degradation assumptions, tax abatements)
• Manage, mentor, and provide guidance to junior team members
• Communicate and build relationships effectively with both internal teams and external stakeholders

Education and Qualifications

• 5+ years of renewable energy experience in project finance, corporate finance, or investment banking
• Exceptional Microsoft Excel & PowerPoint skills, with advanced knowledge of Microsoft Excel formulas, financial model creation and best practices, and comfort understanding typical project finance macros / VBA code
• Knowledge of renewable energy (solar and storage) project economic drivers and related tax incentives
• Understanding of current tax credit monetization structures (e.g. partnership flips, credit transfers, hybrid, and accommodation partner / preferred equity structures) and construction-to-term debt financing, with a capability to economically model such structures
• Comfort working in a demanding, deal-oriented team with recurring deadlines
• Experience preparing investment memoranda, board materials, and financing marketing materials (teasers, CIMs) for sophisticated institutional audiences
• Outstanding critical thinking skills, inquisitiveness, and resourcefulness / ability to work independently
• Ability to dynamically prioritize various tasks and meet assigned deadlines in a fast-paced and ever-changing environment
• Familiarity with interconnection processes, power market fundamentals, and the regulatory landscape affecting utility-scale renewables
• Experience managing due diligence processes, external consultants, and data rooms for project-level or portfolio-level transactions

Our Values

These five fundamentals guide how we achieve value:

• Integrity: We do what we say we are going to do.
• Collaboration: We know that we are better together.
• Ambition: We embrace challenge and excellence.
• Adaptability: We find solutions and never quit.
• Safety: We effectively identify and manage risk.

Employee Benefits

• The salary for this position is highly competitive and commensurate with experience
• We offer competitive benefits, including unlimited paid time off, paid holidays, cell-phone stipend, 401K and a fully paid health benefits plan for employees, including Medical, Dental, and Vision.

Treaty Oak is an equal opportunity employer. We celebrate diverse backgrounds and thoughts and welcome everyone to apply for employment with us. We are committed to fostering an environment that is inclusive, transparent, and collaborative. Mutual respect is central to how Treaty Oak operates, and we believe the best solutions come from diverse perspectives, experiences, and skills. We embrace our differences and know that we are stronger working together.