Tax Equity Specialist , Project & Structured Finance Associate

Tax Equity Specialist, Project & Structured Finance Associate

Country:
United States of America

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

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Structured Finance specializes in originating, advising, and structuring financing for specific large‑scale, long‑term projects for corporate and government clients. Projects can include energy exploration, production and transmission, Infrastructure, Digital Infrastructure, and Real Estate.

Within Structured Finance, the Tax Equity Financing business is responsible for proprietary tax equity investments and other tax credit financing transactions. The Product Specialist – Structured Finance – IC5 in the Tax Equity Financing business will be a member of deal teams leading the origination, execution and day‑to‑day and distribution/syndication of tax equity and tax credit financing transactions that meet Santander’s profitability, risk targets, and support the firm’s strategic objectives:

• Preparation of marketing materials and proposals

• Calling on clients, making presentations

• Structuring transactions, research, analysis of existing or potential transactions and/or industries

• Assist and oversee negotiating mandates

• Reviewing legal documents and negotiating transactions with clients, analyzing various risks and preparing credit applications and the development of cash flow models

• Participates in transaction due diligence

• Researching and analyzing industries and market data

• Participating in strategic planning and business management for the tax equity business

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree or equivalent work experience in Finance, Business, Accounting, Engineering, or Economics or equivalent work experience
• 3+ years of relevant professional work experience
• Between 1‑3+ years of experience in commercial banking or finance industry with strong credit analysis experience. Exposure in thermal energy, oil and gas, midstream, renewable or infrastructure debt or equity transactions is preferred but not required depending on credit analysis or prior project finance experience. Significant experience in the analysis and structuring of highly complex transactions, including project‑oriented energy financings
• Must have exposure to analyzing and negotiating transaction documents
• Must have detailed direct experience of modelling and execution tax equity financing transactions in respect of both Investment and Production tax credits
• Ability to influence and drive complex initiatives and manage logistics with internal stakeholders
• Strong credit and risk analysis skills
• Ability to travel as required
• Strong analytical / problem solving skills
• Strong relationship management and negotiation skills
• Excellent written and verbal communications skills
• Superior organizational and time management skills with the ability to efficiently work on several priorities at a time
• Ability to work in a fast‑paced environment with little supervision
• Proficiency in Microsoft Office products

• No Certifications listed for this job.

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non‑exempt), the annual…