AVP – Tax Credit Investments, Deal Origination
Listed on 2026-08-29
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Finance & Banking
Financial Analyst, Corporate Finance
The Assistant Vice President
- Tax Credit Investments, Deal Origination supports the sourcing, evaluation, structuring, and execution of renewable energy tax credit transactions. Working closely with the VP
- Tax Credit Investments, Deal Origination and EVP of Tax Credit Investments, this role helps manage supplier-side transaction pipelines, coordinates due diligence efforts, supports sponsor and advisor relationships, and assists in driving transactions from initial evaluation through closing.
- Support the sourcing, evaluation, and execution of tax credit transactions, with a primary focus on tax credit transfer transactions.
- Assist in managing relationships with renewable energy developers, sponsors, advisors, and other transaction counter parties.
- Review financial, commercial, legal, tax, and technical diligence materials related to prospective transactions.
- Coordinate internal and external diligence work streams to lead transaction execution and closing.
- Prepare transaction documents, investment memoranda, presentations, and other materials for management and investor review.
- Lead transaction preparation, structuring, pricing analysis, financial modeling and serve as the primary lead on deal closings with help from an assigned Associate.
- Monitor transaction pipelines, maintain reporting, and communicate status updates to internal stakeholders.
- Identify opportunities to improve transaction processes, reporting, and operational efficiency.
- Serve as the TCI leader in credit transfer transactions and keep the team and company on the forefront of the market and policy.
- Support broader Tax Credit Investment initiatives and special projects.
- Other duties as assigned.
Skills and Qualifications
- Bachelor's degree in Accounting, Finance, Economics, Business, or a related field preferred. An equivalent combination of education and relevant experience may be considered in lieu of a college degree.
- Four or more years of experience in renewable energy finance, project finance, tax credits, investment banking, corporate finance, or a related field.
- Direct experience in leading or supporting closing tax credit transfer transactions. Advanced financial modeling (including DCF) and analytical skills, persistent attention to detail.
- Effective verbal and written communication skills.
- Demonstrated ability to successfully assign and manage workflows in pursuit of achieving critical deadlines.
- Advanced MS Excel experience and proficiency with other MS Office products, including PowerPoint, Word and CoPilot.
- Proven competency with other Ai and automation software such as and Anthropic/Claude a plus.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Self-starter with a strong sense of ownership and accountability.
- Ability to collaborate effectively with internal and external stakeholders.
- Renewable energy developers, project sponsors, tax credit buyers
- External advisors and transaction counter parties
- Corporate and bank investors
- Legal, accounting, tax, insurers, and technical consultants
- Key State executive management and Tax Credit Investment team members
Key State offers a competitive compensation structure designed to reward performance, long-term relationship development, and growth. Compensation includes:
- Performance-based incentive opportunities.
- Comprehensive benefits include health, dental, vision, and retirement plan.
Total compensation is commensurate with experience, education and qualifications.
This position may work from any of Key State's offices located in Las Vegas, NV;
Denver, CO; or San Francisco, CA, or may potentially work remotely. Occasional business travel required. At Key State, we value all employees and job candidates as unique individuals, and we welcome the variety of experiences they bring to our company. As such, we have a strict non-discrimination policy. We believe everyone should be treated equally regardless of race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, citizenship, genetic information, pregnancy, or…
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