Tax Credit Investment Associate — Energy & LIHTC

Liberty Mutual Investments; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Liberty Mutual Investments seeks a highly analytical Associate to drive and scale its $3.5bn Tax-Driven Investments mandate across TTC, RTE, and LIHTC. You will lead transaction structuring and negotiations, coordinating with Corporate Tax, Legal, Risk, and Accounting to move deals from term sheet to close, and manage portfolio positions post-close.

The role sits at the intersection of project finance, energy transition policy, and institutional portfolio management, offering a platform to shape

Qualifications

• Bachelor’s Degree from a leading institution in Finance, Economics, Accounting, or Engineering.
• 4-7 years’ experience in tax equity, renewable energy project finance, LIHTC investing, or related field with structuring/closing experience.
• Excellent quantitative and qualitative analytical skills (including financial modeling and document review).
• Working knowledge of ITC and/or PTC mechanics, including IRA transferable tax credits.
• Familiarity with LIHTC structures and related governance considerations.
• Strong transaction management to drive deals to close across multiple workstreams.
• Demonstrates AI literacy and uses AI-enabled tools to enhance output while maintaining governance.

Responsibilities

• Lead all phases of the investment lifecycle across TTC, RTE, and LIHTC – including financial modeling and diligence.
• Own end-to-end structuring and negotiation of TTC, RTE, and LIHTC transactions with internal/external stakeholders.
• Manage active positions across closed TTC, RTE, and LIHTC throughout their lifecycles.
• Develop and deepen relationships with renewable energy developers, syndicators, and counterparties.
• Collaborate with Corporate Tax, Legal, Treasury, and risk teams to drive deals to close.

Skills

Quantitative analysis

Qualitative analysis

Communication skills

Excel

PowerPoint

AI literacy

Education

Bachelor’s Degree in Finance, Economics, Accounting, or Engineering

Tools

Excel

PowerPoint

AI tools

Job description

Liberty Mutual Investments seeks a highly analytical Associate to drive and scale its $3.5bn Tax-Driven Investments mandate across TTC, RTE, and LIHTC. You will lead transaction structuring and negotiations, coordinating with Corporate Tax, Legal, Risk, and Accounting to move deals from term sheet to close, and manage portfolio positions post-close.

The role sits at the intersection of project finance, energy transition policy, and institutional portfolio management, offering a platform to shape