Sr. Manager, Asset Management - Renewable Energy Investments (St. Louis or St. Pete)

Raymond James; St. Louis (MO); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Hybrid Work Schedule

Job summary

Raymond James Renewable Energy Investments (RJREI) is seeking an Asset Manager to oversee a portfolio of renewable energy tax credit investments and tax equity, including ITC/PTC transfers and hybrids.

You will prepare detailed investor reporting, analyze project performance, and coordinate with internal teams to ensure compliance. Hybrid work arrangement and exposure to wind, solar, RNG, and other clean energy assets are offered.

Qualifications

• 5+ years in tax credit asset management or investment operations.
• Experience with renewable energy asset management, project development, accounting, or finance is preferred.
• Strong understanding of project finance concepts and ability to build and interpret complex models.

Responsibilities

• Manage a portfolio of renewable energy tax credit investments (ITC, PTC transfers, tax equity, and hybrids).
• Coordinate with team to develop reporting and compliance, gather project information by structure and technology type.
• Review investment documents for reporting requirements and funding obligations.
• Produce investor reports with narrative and visual analytics; present findings via Zoom or email.
• Support capital provider obligations and funding processes with third parties.

Skills

Excel modelling

Financial analysis

Communication skills

Education

Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area

Tools

Microsoft Excel

Job description

Job Description SummaryRaymond James Renewable Energy Investments (RJREI) is a growing platform within Raymond James, a leading diversified financial services firm, focused on tax-advantaged investments across the renewable energy industry. Our team partners with leading developers and institutional investors across a diverse portfolio of solar, wind, battery storage, renewable natural gas, advanced manufacturing, and clean fuels projects. As a small, collaborative team backed by the resources and stability of Raymond James, RJREI offers a unique opportunity to manage sophisticated investments, work closely with experienced industry professionals, and contribute meaningfully to a dynamic and evolving business.Job DescriptionDuties and ResponsibilitiesManage a portfolio of closed renewable energy tax credit investments (ITC and PTC transfers, as well as tax equity and hybrid structures) as part of a growing Asset Management teamEngage with other areas of the Renewable Energy Investments (REI) team to support the ongoing development and oversight of reporting and compliance requirements to gather and analyze relevant project information based on structure and technology type (most commonly wind and solar; however, also includes RNG, Advanced Manufacturing, and Clean Fuels)Understand projects risks and convey performance to investors in a professional and effective mannerRead and interpret investment documents (LLCAs, ECCAs, TCTAs, AMAs, etc.) for reporting requirements and funding obligationsProduce and improve upon professional periodic reports for investors that deliver qualitative and quantitative analysis through narrative and customized visual analyticsCollect and evaluate periodic project operational reports, review financial models and cash waterfalls, and report to investors via Zoom and email over the compliance period and through exit of the investmentEnsure capital provider obligations are satisfied and assist in the funding process by coordinating with third parties on delivery of periodic reports, financials, and tax returnsReview tax returns and K-1s, and coordinate with experts when needed to ensure accuracy and within specified timeframesSupport initiatives to help the business in achieving its strategic objectivesMaintain accurate records in Asset Management systems to ensure robust reportingTravel for project site visits, business meetings and conferences as necessary (5% - 10%)Knowledge & General SkillsMinimum RequirementsMicrosoft 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 conclusionsUnderstanding of renewable energy project finance transactions and/or tax credit equityUnderstanding of financial, tax, accounting, and investment conceptsStrong communication skills, both oral and written, and the ability to create effective presentationsAbility to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrityAbility to evaluate complex situations and engage with other team members to make decisions on significant mattersSelf-motivated intellectual curiosityStrong interest in renewable energy infrastructure and project financeGrowth mindset with an ability to adapt as part of a growing team in a dynamic and evolving industryExperience/Qualifications/Education5+ years in tax credit asset management and/or investment operations experienceBachelor’s degree in Finance, Mathematics, Engineering, Economics or related areaExperience in renewable energy asset management, project development, accounting, insurance, and/or finance preferredExperience with non-renewable energy assets (natural gas, carbon capture, manufacturing, etc.) considered a plusPersonal QualitiesAbility to work independently, deal confidently and build strong relationshipsWillingness to receive and accept feedback and improveFlexible attitude and the ability to multitaskStrong time management / prioritization skillsExcellent written, verbal communication and English skillsHelpful, hardworking approach and a team playerUnparalleled honesty and integrityStrong attention to detailClient first mentalityEducationBachelor’s (Required)Work ExperienceGeneral Experience - 6 to 10 yearsCertificationsTravelLess than 25%WorkstyleHybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.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:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt 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.