VP, Transactions

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

• 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

• 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

• 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