Raymond James Financial, Inc.
Sr Manager, Asset Management
Raymond James Financial, Inc., Saint Louis, Missouri, United States, 63146
Duties and Responsibilities
Work closely with the Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit
Working with the transactions team, support development of reporting and compliance requirements in transactional documents
Provide oversight and auditing of the obligations of key entities throughout the investment structure to meet timely reporting obligations and understand project performance
Manage investment post-closing to the 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
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
Maintain accurate records in Company asset management systems to ensure robust reporting
Travel for project site visits, business meetings and 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
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
5+ 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 preferred
Experience in renewable energy project development, accounting, insurance, and/or finance preferred
Experience with non-renewable energy assets (natural gas, carbon capture, manufacturing, etc.) considered a plus
Personal Qualities
Ability to work independently, deal confidently and build strong relationships
Willingness to receive and accept feedback and improve
Flexible attitude and the ability to multitask
Strong time management / prioritization skills
Excellent written, verbal communication and English skills
Helpful, hardworking approach and a team player
Unparalleled honesty and integrity
Strong attention to detail
Client first mentality
#J-18808-Ljbffr
Work closely with the Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit
Working with the transactions team, support development of reporting and compliance requirements in transactional documents
Provide oversight and auditing of the obligations of key entities throughout the investment structure to meet timely reporting obligations and understand project performance
Manage investment post-closing to the 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
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
Maintain accurate records in Company asset management systems to ensure robust reporting
Travel for project site visits, business meetings and 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
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
5+ 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 preferred
Experience in renewable energy project development, accounting, insurance, and/or finance preferred
Experience with non-renewable energy assets (natural gas, carbon capture, manufacturing, etc.) considered a plus
Personal Qualities
Ability to work independently, deal confidently and build strong relationships
Willingness to receive and accept feedback and improve
Flexible attitude and the ability to multitask
Strong time management / prioritization skills
Excellent written, verbal communication and English skills
Helpful, hardworking approach and a team player
Unparalleled honesty and integrity
Strong attention to detail
Client first mentality
#J-18808-Ljbffr