Senior Associate, Energy Transactions - Capital Formation
About The Position
Join Baker Tilly’s Development Advisory team as a Senior Associate, Capital Formation. The role supports the evaluation, structuring, and execution of renewable energy transactions across energy-transition technologies. Using financial modeling, transaction analysis, and market expertise, the Senior Associate conducts due diligence, analyzes project economics, and assesses financing alternatives to support capital deployment decisions. The role works with investment professionals and tax- and energy-related teams to advance transactions from evaluation through close while accounting for the evolving regulatory landscape of the renewable energy sector. Baker Tilly describes opportunities for career growth, flexibility in how and where employees work, and professional relationships with clients, teammates, and leaders. The team is primarily located in Texas and Chicago, but candidates from all locations are welcome to apply. Work-location requirements should be discussed with a Baker Tilly talent acquisition professional.
Requirements
- Four-year degree.
- At least 3 years of professional experience.
Nice To Haves
- Bachelor’s or Master’s degree in Finance, Engineering, or a related field.
- At least 3 years of experience in investment banking, private equity, corporate development, project finance, or consulting; energy or power industry exposure is preferred.
- Experience building financial models, including three-statement and tax equity models, cash flow projections, and other analyses supporting investment decisions.
- Ability to work independently and manage multiple projects while maintaining high professional and ethical standards.
- Strong analytical skills and attention to detail, with excellent written and verbal communication skills.
- Advanced proficiency in Microsoft Excel and PowerPoint.
Responsibilities
- Evaluate renewable energy infrastructure investment opportunities, including solar, storage, renewable natural gas, and hydrogen, using financial models and analysis of project economics, cash flows, tax attributes, and risk-adjusted returns.
- Underwrite tax equity and other project finance transactions to optimize investor returns and capital efficiency.
- Collaborate with developers, sponsors, legal counsel, tax advisors, lenders, and other counterparties on due diligence, transaction structuring, negotiations, and closing activities.
- Review project development assumptions, engineering reports, legal documentation, and third-party diligence materials to identify investment risks.
- Prepare Investment Committee Memoranda and marketing and business development materials for capital aggregation and deployment.
- Research financing structures, transaction activity, and regulatory developments related to renewable energy investments.
Benefits
- Compensation and benefits package for eligible employees.
- Career growth opportunities.
- Flexibility in how and where employees work.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
