Raymond James
Senior Asset Manager – Asset & Wealth Management
St. Louis, MO | Salary range: $168,500 – $286,900 (remote options available)
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.
Support the transactions team in developing reporting and compliance requirements in transactional documents.
Provide oversight and auditing of key entities’ obligations to ensure timely reporting and accurate project performance metrics.
Manage post‑closing investment asset management processes, reviewing documents (LLCAs, ECCAs, Tax Credit PSAs, AMAs, etc.) for reporting and funding obligations.
Produce professional periodic reports for investors, delivering qualitative and quantitative analysis through narrative and customized visual analytics.
Collect and evaluate periodic reports, review financial models and cash waterfalls, and report findings to investors throughout the remaining lifecycle.
Ensure capital provider obligations are satisfied and assist in funding processes by coordinating with third parties on reports, financials, and tax returns.
Review tax returns and coordinate with subject‑matter experts when necessary.
Support initiatives to help the business achieve 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%).
Qualifications
Proficient in Microsoft Excel modeling with an interest in complex project‑finance models.
Understanding of renewable energy project finance transactions and/or tax credit equity.
Solid grasp of financial, tax, accounting, and investment concepts.
Strong oral and written communication skills, with the ability to create effective presentations.
Ability to provide exceptional client service with a sense of urgency, practicality, accountability, and integrity.
Capacity to evaluate complex situations and collaborate with teammates to make decisions on significant matters.
Self‑motivated with intellectual curiosity and a strong interest in renewable energy infrastructure and project finance.
Minimum 5 years of experience in tax credit asset management and/or investment operations.
Bachelor’s degree in Finance, Mathematics, Engineering, Economics, or a related field.
Advanced degree and/or CFA, CPA certification preferred.
Experience with renewable or non‑renewable energy assets (e.g., natural gas, carbon capture) is a plus.
Additional Information
Travel:
Less than 25%
Work style:
Resident
Seniority level:
Mid‑Senior
Employment type:
Full‑time
Job function:
Finance and Sales
Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
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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.
Support the transactions team in developing reporting and compliance requirements in transactional documents.
Provide oversight and auditing of key entities’ obligations to ensure timely reporting and accurate project performance metrics.
Manage post‑closing investment asset management processes, reviewing documents (LLCAs, ECCAs, Tax Credit PSAs, AMAs, etc.) for reporting and funding obligations.
Produce professional periodic reports for investors, delivering qualitative and quantitative analysis through narrative and customized visual analytics.
Collect and evaluate periodic reports, review financial models and cash waterfalls, and report findings to investors throughout the remaining lifecycle.
Ensure capital provider obligations are satisfied and assist in funding processes by coordinating with third parties on reports, financials, and tax returns.
Review tax returns and coordinate with subject‑matter experts when necessary.
Support initiatives to help the business achieve 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%).
Qualifications
Proficient in Microsoft Excel modeling with an interest in complex project‑finance models.
Understanding of renewable energy project finance transactions and/or tax credit equity.
Solid grasp of financial, tax, accounting, and investment concepts.
Strong oral and written communication skills, with the ability to create effective presentations.
Ability to provide exceptional client service with a sense of urgency, practicality, accountability, and integrity.
Capacity to evaluate complex situations and collaborate with teammates to make decisions on significant matters.
Self‑motivated with intellectual curiosity and a strong interest in renewable energy infrastructure and project finance.
Minimum 5 years of experience in tax credit asset management and/or investment operations.
Bachelor’s degree in Finance, Mathematics, Engineering, Economics, or a related field.
Advanced degree and/or CFA, CPA certification preferred.
Experience with renewable or non‑renewable energy assets (e.g., natural gas, carbon capture) is a plus.
Additional Information
Travel:
Less than 25%
Work style:
Resident
Seniority level:
Mid‑Senior
Employment type:
Full‑time
Job function:
Finance and Sales
Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr