Senior Associate or VP, Capital Markets and Investor Relations – Clean Energy (Tax Credit Investments/Investment Banking)

Advantage Capital • New Orleans, LA

78d

About The Position

The Capital Markets team raises capital from institutional investors to support all tax credit verticals of the firm — including federal and state new markets, affordable housing, clean energy, rural jobs, and other small business-focused state programs. As a Senior Associate or VP on the Capital Markets team, you will support investor relations and fundraising activities for our Clean Energy platform. You’ll leverage your background in tax credit structuring, investment banking, financial analysis, or transaction execution to attract and manage investor relationships while contributing to the continued growth of our clean energy initiatives. This position is based in New Orleans, with remote or hybrid flexibility available after two years.

Requirements

• Bachelor’s degree in finance, accounting, business, economics, or related field.
• Minimum 5 years of relevant experience in affordable housing or clean energy syndication or investment banking experience in project finance, structured finance, or capital markets.
• Understanding of financial modeling, transaction execution, and investor partnership dynamics.
• Proven ability to analyze complex financial and legal materials and close transactions efficiently.
• Strong analytical, organizational, and communication skills with meticulous attention to detail.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word); advanced modeling experience preferred.
• Outgoing, relationship-driven mindset and the ability to engage credibly with senior investors and internal stakeholders.

Responsibilities

• Develop and maintain institutional investor relationships, including preparing materials for and participating in meetings and outreach.
• Serve as a primary point of contact for investors, ensuring timely communication and proactive management of requests and inquiries.
• Lead investor coordination throughout the full transaction lifecycle—from initial diligence to execution and ongoing reporting.
• Collaborate with internal teams and external legal counsel to structure, negotiate, and execute transactions involving complex tax credit and clean energy investments.
• Partner with asset management to support investor reporting and ensure timely, accurate delivery of all communications.
• Review and refine investor materials prior to distribution, including transaction proposals, reporting updates, and summaries.
• Maintain CRM records to track investor interactions, pipeline opportunities, and transaction progress.
• Provide market insights on clean energy trends, tax policy developments, pricing dynamics, and investor appetite.

Benefits

• Competitive medical, dental and vision insurance
• 401(k) with company match
• Employee stock program
• Training & development opportunities
• Paid personal & vacation time
• Paid parental leave
• Firm-wide retreats
• Service awards
• Company swag
• Holiday parties
• Gym membership
• Employee assistance program
• Community service opportunities
• Life insurance, disability, and long-term care
• HRA and HSA with annual company deposit

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree