Senior Analyst, Tax Equity, BDO Capital Advisors

Job-:
Generalist

Location:

Miami, FL, United States

Schedule:

Full time Posted:
Closes:

Job Summary:

The Senior Analyst, BDO Capital Advisors supports tax equity, tax credit transfer, and similar project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role performs analytical and coordination tasks that support diligence, modeling support, and creation of client deliverables. The Senior Analyst gathers, organizes, and validates data; prepares schedules and summaries; and tracks diligence requests and open items to support timely execution.

This position collaborates with engagement leadership and external advisors to help move transactions from diligence through closing. The Senior Analyst also supports business development efforts through market research, pipeline reporting support, and preparation of proposals.

Job Duties:

Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements Compiles, organizes, and validates client and third-party data for diligence and transaction analysis

Analyzes client financial and operating information and prepare excel-based schedules and analyses

Supports review of data room materials and summarize key terms, findings, and open questions for engagement leadership

Maintains diligence request lists, trackers, timelines, and status logs to support on-time deliverables

Drafts initial content for client deliverables, including data summaries, slide exhibits, and report appendices

Supports basic review of transaction documents by extracting key terms and maintaining comment logs under supervision

Coordinates meeting logistics, agendas, and notes for diligence calls and internal status meetings

Performs market and industry research related to tax credits, tax equity, and project finance activity

Supports proposal development and business development processes by preparing research summaries and updating pipeline inputs

Performs quality control checks on analyses and deliverables to confirm accuracy, completeness, and formatting consistency

Escalates data issues, inconsistencies, and timeline risks to engagement leadership promptly

Participates in networking and industry events to support relationship development and market visibility, as needed

Other duties as required

Supervisory Responsibilities:

N/AQualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor's Degree in Accounting, Finance, or Economics, required

Master of Business Administration, preferred

Experience:

One (1) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role, preferred License/

Certifications:

FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (if not currently held, will be required shortly after hire), required

Software:

Proficient in the use of Microsoft Office Suite, required

Languages:

N/AOther Knowledge, Skills & Abilities:

Excellent verbal and written communication skills with a polished/professional demeanor

Strong analytical and research skills Strong organizational skills with exceptional attention to detail

Comfort with ambiguity and fluid client situations Self-motivated with proactive follow-up skills; ability to work both independently and cohesively with colleagues and clients

Ability to work in a deadline-driven environment and manage multiple projects simultaneously

Ability to successfully interact with professionals at all levels

Ability to travel, as necessary

About the company

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and…