Renewable Energy & Environmental Finance Associate

Wells Fargo•San Francisco, CA

7d•Hybrid

About The Position

Wells Fargo is seeking a Renewable Energy & Environmental Finance Associate to join their Renewable Energy & Environmental Finance team in Commercial Banking. The role involves supporting and assisting in all aspects of the sale of tax credits from Wells Fargo's investments and third-party investments, managing the transaction lifecycle. Responsibilities include building and maintaining transaction documentation, providing day-to-day support for tax credit sale execution, coordinating diligence, approvals, closing documentation, and stakeholder communication. The associate will also develop and optimize processes, templates, and tools for efficiency and consistency, identify process gaps and propose improvements, and support senior team members with client interfacing, marketing, and buyer outreach. Additionally, the role involves contributing to internal templates, training materials, and marketing collateral, coordinating internal transaction approvals (credit, underwriting, legal, accounting, regulatory, tax), and interacting with internal business partners in the renewable energy and clean technology sectors. The position requires completing work in accordance with risk management, compliance, and business process expectations.

Requirements

2+ years of professional experience demonstrating support of complex deal execution, operating in a process driven risk-controlled environment or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

2+ years of experience in renewable energy or financial services
Experience with renewable energy, tax equity and other key areas of renewable energy finance/investing
A demonstrated passion for renewable energy; detail oriented with the ability to work in a fast-paced, team environment and with multiple competing priorities.
Experience using AI tools
Financial Analysis experience
Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
Bachelor’s degree in finance, Economics, Environmental Sciences, Engineering, Business or related field

Responsibilities

Support and assist in all aspects of the sale of tax credits from Wells Fargo's investments as well as the sale of renewable energy tax credits from third party investments across the full transaction lifecycle
Build, organize, and maintain transaction documentation and execution materials; provide day-to-day support for tax credit sale execution, including diligence coordination, approvals, closing documentation, and communication with internal and external stakeholders
Develop, refine, and optimize repeatable processes, templates, and tools to improve efficiency, scalability and consistency across tax credit transfer transactions
Identify process gaps or recurring pain points and proactively propose improvements in coordination, documentation flow, approvals, and buyer/sponsor interactions
Support senior members of the transfer team with client interfacing, marketing, and managing buyer outreach
Contribute to the development and upkeep of internal templates, training materials, and external marketing materials to support platform maturity and knowledge sharing
Coordinate the process for internal approval of transactions, including credit analysis, underwriting, legal, accounting, regulatory, and tax matters
Interact with internal business partners with relationships in the renewable energy and clean technology sectors
Complete work in accordance with all risk management, compliance and business process expectations