Clean Energy Finance (CEF) – Analyst

Citi • New York, NY

3d • Onsite

About The Position

Citi’s Clean Energy Finance (CEF) team is seeking a candidate to join the origination desk to support its tax equity and tax credit transfer mandates. CEF has extensive expertise in originating, structuring, and executing financings across various renewable energy & sustainable technologies, including Wind, Solar (Utility Scale PV, Distributed PV, Residential Rooftop PV, CSP and Thermal), Energy Efficiency, and Other Emerging Technologies.

Requirements

• 1-3 years of relevant experience
• Bachelor’s degree in Finance or closely related area preferred
• Experience in evaluating financing transactions and structures is a plus
• Experience creating financial analyses is preferred
• Demonstrates problem solving and organizational skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience assisting with client development
• Ability to work with teams and track business development (collect research, analyze industry trends)
• Series 7, 63, and 79 preferred / will be required to be obtained

Nice To Haves

• Relevant knowledge and experience working with renewable energy developers
• Understanding of federal tax incentives for renewables development such as PTCs and ITCs
• Strong analytical and valuation skills
• Thorough understanding of tax equity and tax credit rules and regulations
• Excellent communication skills
• Great attention to detail
• Ability to work independently and cohesively within a team
• Client interaction opportunities
• On the job learning opportunities

Responsibilities

• Conduct detailed financial modeling to evaluate the cash flow profiles of tax equity investments, including tax benefits, projected returns, and risk assessments.
• Create and manage databases to collect, organize, and maintain data related to tax equity and tax credit transfer transactions to prepare reports and presentations for internal management to optimize strategy.
• Prepare pitch decks, marketing materials, and financial memoranda for internal and external stakeholders, to win client mandates and attract investors to the relevant opportunities.
• Collaborate with team members to structure and negotiate tax equity and tax credit transfer transactions, ensuring alignment with client objectives and regulatory requirements.
• Work with the portfolio management team to monitor project performance, tax credit generation, and portfolio returns.
• Explore opportunities to repower and optimize existing portfolio of tax equity projects.
• Monitor industry trends, regulatory changes, and market conditions affecting tax equity and tax credits.
• Partner closely with CEF transaction execution teams, financial controllers, tax department, Citi Risk Management teams, and legal to ensure compliance with internal policy requirements, during execution and post-funding.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level