Sr. Manager, Asset Management - Renewable Energy Investments; St. Louis or St. Pete

Job Description Summary Raymond James Renewable Energy Investments (RJREI) is a growing platform within Raymond James, a leading diversified financial services firm, focused on tax-advantaged investments across the renewable energy industry. Our team partners with leading developers and institutional investors across a diverse portfolio of solar, wind, battery storage, renewable natural gas, advanced manufacturing, and clean fuels projects. As a small, collaborative team backed by the resources and stability of Raymond James, RJREI offers a unique opportunity to manage sophisticated investments, work closely with experienced industry professionals, and contribute meaningfully to a dynamic and evolving business.

Manage a portfolio of closed renewable energy tax credit investments (ITC and PTC transfers, as well as tax equity and hybrid structures) as part of a growing Asset Management team

Engage with other areas of the Renewable Energy Investments (REI) team to support the ongoing development and oversight of reporting and compliance requirements to gather and analyze relevant project information based on structure and technology type (most commonly wind and solar; however, also includes RNG, Advanced Manufacturing, and Clean Fuels)

Understand projects risks and convey performance to investors in a professional and effective manner

Read and interpret investment documents (LLCAs, ECCAs, TCTAs, AMAs, etc.) for reporting requirements and funding obligations

Produce and improve upon professional periodic reports for investors that deliver qualitative and quantitative analysis through narrative and customized visual analytics

Collect and evaluate periodic project operational reports, review financial models and cash waterfalls, and report to investors via Zoom and email over the compliance period and through exit of the investment

Ensure capital provider obligations are satisfied and assist in the funding process by coordinating with third parties on delivery of periodic reports, financials, and tax returns

Review tax returns and K-1s, and coordinate with experts when needed to ensure accuracy and within specified time frames

Support initiatives to help the business in achieving its strategic objectives

Maintain accurate records in Asset Management systems to ensure robust reporting

Travel for project site visits, business meetings and conferences as necessary (5% - 10%)

Minimum Requirements Microsoft Excel modeling skills and a strong interest in the use of complex project finance models, as well as developing the ability to create well-organized presentations to formulate conclusions Understanding of renewable energy project finance transactions and/or tax credit equity Understanding of financial, tax, accounting, and investment concepts Strong communication skills, both oral and written, and the ability to create effective presentations Ability to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity Ability to evaluate complex situations and engage with other team members to make decisions on significant matters Self-motivated intellectual curiosity Strong interest in renewable energy infrastructure and project finance Growth mindset with an ability to adapt as part of a growing team in a dynamic and evolving industry

5+ years in tax credit asset management and/or investment operations experience Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area Experience in renewable energy asset management, project development, accounting, insurance, and/or finance preferred Experience with non-renewable energy…