Principal, Investments; Tax & Equity
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Finance & Banking
Corporate Finance, Financial Analyst
Job Description & How to Apply Below
For our client, we are seeking a Principal, Investments (Tax & Preferred Equity) to join the team of a leader in the Finance & Insurance space.
This role will help lead the execution of complex tax equity and preferred equity investments from initial term sheet through closing, with a strong focus on structuring, risk assessment, and transaction documentation. The position requires close partnership with Legal, Tax, and Risk stakeholders to ensure disciplined underwriting and compliance across deals. It is well suited for an investment professional who brings deep renewable energy and structured finance experience and can help strengthen the firm's institutional investment framework.
Location:
Remote
Compensation: $300,000 – $500,000 annually
Responsibilities- Lead execution of tax equity and preferred equity investments from term sheet to close
- Identify and price transaction risk, and document it effectively
- Model partnerships and hybrid structures, developing insights on assumptions and risk
- Prepare and present materials for Investment Committee discussions
- Co-lead negotiations with sponsors and partners on transactions
- Collaborate with Legal, Tax, and Risk teams on compliance and key issues
- Contribute to institutional infrastructure, including investment principles and underwriting parameters
- Bachelor's degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA a plus
- 8+ years in renewable energy or structured finance with direct tax equity transaction experience
- Working knowledge of partnership structures and tax issues, including DROs, basis, and allocations
- Familiarity with core technologies such as solar, wind, and storage, as well as emerging categories
- Strong negotiation and transaction document management skills
- 100% healthcare premium coverage for employees, 70% for dependents
- 100% dental and vision premiums for employees, 50% for dependents
- 10 company holidays per year and 20 days of paid time off
- 16 weeks of parental leave for birthing parents and 12 weeks for non-birthing parents
- Remote-first work model with optional co-working spaces
Our client is an equal opportunity employer.
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