Sr Manager, Asset Management

Senior Asset Manager – Asset & Wealth Management

St. Louis, MO | Salary range: $168,500 – $286,900 (remote options available)

• Work closely with the Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit.
• Support the transactions team in developing reporting and compliance requirements in transactional documents.
• Provide oversight and auditing of key entities’ obligations to ensure timely reporting and accurate project performance metrics.
• Manage post‑closing investment asset management processes, reviewing documents (LLCAs, ECCAs, Tax Credit PSAs, AMAs, etc.) for reporting and funding obligations.
• Produce professional periodic reports for investors, delivering qualitative and quantitative analysis through narrative and customized visual analytics.
• Collect and evaluate periodic reports, review financial models and cash waterfalls, and report findings to investors throughout the remaining lifecycle.
• Ensure capital provider obligations are satisfied and assist in funding processes by coordinating with third parties on reports, financials, and tax returns.
• Review tax returns and coordinate with subject‑matter experts when necessary.
• Support initiatives to help the business achieve its strategic objectives.
• Maintain accurate records in company asset‑management systems to ensure robust reporting.
• Travel for project site visits, business meetings, and conferences as necessary (5%‑10%).

• Proficient in Microsoft Excel modeling with an interest in complex project‑finance models.
• Understanding of renewable energy project finance transactions and/or tax credit equity.
• Solid grasp of financial, tax, accounting, and investment concepts.
• Strong oral and written communication skills, with the ability to create effective presentations.
• Ability to provide exceptional client service with a sense of urgency, practicality, accountability, and integrity.
• Capacity to evaluate complex situations and collaborate with teammates to make decisions on significant matters.
• Self‑motivated with intellectual curiosity and a strong interest in renewable energy infrastructure and project finance.
• Minimum 5 years of experience in tax credit asset management and/or investment operations.
• Bachelor’s degree in Finance, Mathematics, Engineering, Economics, or a related field.
• Advanced degree and/or CFA, CPA certification preferred.
• Experience with renewable or non‑renewable energy assets (e.g., natural gas, carbon capture) is a plus.

• Travel:
  Less than 25%
• Work style:
  Resident
• Seniority level:
  Mid‑Senior
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales

Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.