Sr Manager, Asset Management

Raymond James•St. Louis, MO

41d

About The Position

Duties and Responsibilities Work closely with the Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit Working with the transactions team, support development of reporting and compliance requirements in transactional documents Provide oversight and auditing of the obligations of key entities throughout the investment structure to meet timely reporting obligations and understand project performance Manage investment post-closing to the asset management process and review investment documents (LLCAs, ECCAs, Tax Credit PSAs, AMAs, etc.) for reporting requirements and funding obligations Produce professional periodic reports for investors that deliver qualitative and quantitative analysis through narrative and customized visual analytics Manage a portfolio of tax equity investments by collecting and evaluating periodic reports, reviewing financial models and cash waterfalls, and reporting to investors throughout the remaining deal lifecycle Ensure capital provider obligations are satisfied and assist in the funding process by coordinating with third parties on delivery of periodic reports, financials, and tax returns Review tax returns and coordinate with experts when needed Support initiatives to help the business in achieving its strategic objectives Maintain accurate records in Company asset management systems to ensure robust reporting Travel for project site visits, business meetings and conferences as necessary (5% - 10%) Knowledge & General Skills Minimum Requirements Microsoft Excel modeling skills and a strong interest in the use of complex project finance models, as well as developing the ability to create well-organized presentations to formulate conclusions Understanding of renewable energy project finance transactions and/or tax credit equity Understanding of financial, tax, accounting, and investment concepts Strong communication skills, both oral and written, and the ability to create effective presentations Ability to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity Ability to evaluate complex situations and engage with other team members to make decisions on significant matters Self-motivated intellectual curiosity Strong interest in renewable energy infrastructure and project finance Experience/Qualifications/Education 5+ years in tax credit asset management and/or investment operations experience Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area Advanced degree and/or CFA, CPA certification preferred Experience in renewable energy project development, accounting, insurance, and/or finance preferred Experience with non-renewable energy assets (natural gas, carbon capture, manufacturing, etc.) considered a plus Personal Qualities Ability to work independently, deal confidently and build strong relationships Willingness to receive and accept feedback and improve Flexible attitude and the ability to multitask Strong time management / prioritization skills Excellent written, verbal communication and English skills Helpful, hardworking approach and a team player Unparalleled honesty and integrity Strong attention to detail Client first mentality Education Bachelor’s (Required) Work Experience General Experience - 6 to 10 years At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Microsoft Excel modeling skills and a strong interest in the use of complex project finance models, as well as developing the ability to create well-organized presentations to formulate conclusions
Understanding of renewable energy project finance transactions and/or tax credit equity
Understanding of financial, tax, accounting, and investment concepts
Strong communication skills, both oral and written, and the ability to create effective presentations
Ability to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
Ability to evaluate complex situations and engage with other team members to make decisions on significant matters
Self-motivated intellectual curiosity
Strong interest in renewable energy infrastructure and project finance
5+ years in tax credit asset management and/or investment operations experience
Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related area
Ability to work independently, deal confidently and build strong relationships
Willingness to receive and accept feedback and improve
Flexible attitude and the ability to multitask
Strong time management / prioritization skills
Excellent written, verbal communication and English skills
Helpful, hardworking approach and a team player
Unparalleled honesty and integrity
Strong attention to detail
Client first mentality

Nice To Haves

Advanced degree and/or CFA, CPA certification preferred
Experience in renewable energy project development, accounting, insurance, and/or finance preferred
Experience with non-renewable energy assets (natural gas, carbon capture, manufacturing, etc.) considered a plus

Responsibilities

Work closely with the Vice President of Asset Management to oversee a growing portfolio of tax equity investments throughout the compliance period and exit
Working with the transactions team, support development of reporting and compliance requirements in transactional documents
Provide oversight and auditing of the obligations of key entities throughout the investment structure to meet timely reporting obligations and understand project performance
Manage investment post-closing to the asset management process and review investment documents (LLCAs, ECCAs, Tax Credit PSAs, AMAs, etc.) for reporting requirements and funding obligations
Produce professional periodic reports for investors that deliver qualitative and quantitative analysis through narrative and customized visual analytics
Manage a portfolio of tax equity investments by collecting and evaluating periodic reports, reviewing financial models and cash waterfalls, and reporting to investors throughout the remaining deal lifecycle
Ensure capital provider obligations are satisfied and assist in the funding process by coordinating with third parties on delivery of periodic reports, financials, and tax returns
Review tax returns and coordinate with experts when needed
Support initiatives to help the business in achieving its strategic objectives
Maintain accurate records in Company asset management systems to ensure robust reporting
Travel for project site visits, business meetings and conferences as necessary (5% - 10%)