VP, Transactions
Job in
Columbia, Boone County, Missouri, 65201, USA
Listed on 2026-02-12
Listing for:
BBF Wealth
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Corporate Finance, Risk Manager/Analyst, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Saint Louis, Missouri - United Statestime type:
Full time posted on:
Posted 30+ Days Agojob requisition :
R-0007725
** Job Description Summary
** Oversee and execute renewable energy tax credit investment transactions from underwriting through closing, managing negotiations, diligence, and investor communications.
** Job Description
** What You’ll Do (the role):
Duties & Responsibilities:
* Manage investor presentations, benefit schedules and other relevant investor communication through funding
* Prepare detailed investment memos and presentations for transactions
* Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term sheet, financial closing and funding phases
* Tracking and coordinating third party deliverables and diligence items during the course of the transaction
* Maintaining accurate records during the negotiation and diligence phases to ensure deal teams are meeting their obligations and third parties are delivering timely
* Responsible for coordination with asset management team during the closing/funding process in anticipation of an efficient transition to post-closing, asset management process
* Assist asset management team with third parties on delivery of periodic reports, financials, tax returns to ensure capital provider obligations are satisfied
* Support initiatives to help the business in achieving its strategic objectives
* Travel for business and attend conferences as necessary
* Assist in the initial underwriting, modelling and due diligence of tax credit investments
* Support the sourcing of tax credit investment opportunities directly with sponsors and indirectly through brokers, investment banks and consultants
Who we're looking for:
Knowledge & General Skills###
* Minimum Requirements
** Advanced Microsoft Excel skills including understanding of complex project finance models and ability to create well-organized presentations of information to formulate conclusions
* Understanding of renewable energy project finance transactions with an emphasis on tax credit structures (PTC/ITC, p-flip, inverted lease, hybrid, preferred equity, and transfers)
* Understanding of financial, tax, accounting, and investment concepts
* Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create as well as deliver effective presentations
* Demonstrated experience conducting diligence and negotiating tax credit transactions
* Manages self and others to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
* Ability to evaluate complex situations and independently make decisions on significant matters
* Self-motivated intellectual curiosity
Experience/Qualifications/Education
* 5+ years of relevant experience in renewable energy tax credit investing including financial modelling, negotiation of critical legal documents and reviewing third-party reports
* Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area
* Experience leading renewable energy tax credit closings and fundings preferred
* Exposure to non-renewable assets (natural gas, carbon capture, manufacturing, etc.) considered a plus
Why you’ll make a great member of the team:
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
** Education
* * Bachelor’s:
Accounting (Required), Bachelor’s:
Business Administration (Required), Bachelor’s:
Finance (Required)
** Work Experience
** General Experience - More than 15 years, Manager Experience - More than 15 years
** Certifications
* *** Travel
* * Less than 25%
** Workstyle
* * Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core…
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