VP of Investor Relations

Raymond James • Saint Louis, MO

9d • Hybrid

About The Position

The VP of Investor Relations is responsible for investor origination and client coverage across Raymond James Renewable Energy Investments' (RJREI) tax credit investment platform. Working closely with the head of RJREI’s Investor Relations, this person develops and manages institutional investor relationships, creates investor materials—including prospective transaction materials, educational materials, and industry updates—and collaborates with the broader RJREI team to meet investor objectives as transactions are originated, negotiated, and closed.

The role involves developing investor relationships, identifying client demand, shaping investment strategies and transaction structures, and leading investor-facing structuring and execution. The VP prepares presentations and proposals, coordinates diligence, participates in commercial and documentation negotiations, supports Investment Committee discussions, and maintains an active understanding of relevant markets and client requirements. The role also develops the investor pipeline and represents RJREI in investor meetings, conferences, and other external forums.

The position requires strong knowledge of renewable energy, energy infrastructure, project finance, tax credit investments, transaction structures, and institutional investor coverage. A bachelor's degree in a related discipline is required. The posting lists 3+ years of relevant experience under Experience / Qualifications / Education, and separately lists general and manager experience of more than 15 years. The workstyle is hybrid, and travel is less than 25%.

Requirements

• Strong knowledge of renewable energy, energy infrastructure, project finance, tax credit investments, and related partnership and transfer transaction structures.
• Demonstrated ability to originate, develop, and maintain relationships with sophisticated institutional investors and capital providers.
• Strong understanding of transaction structuring, investment economics, tax and accounting considerations, risk allocation, pricing, and transaction documentation.
• Ability to translate client objectives and investment criteria into executable transaction structures and commercial proposals.
• Strong commercial judgment and negotiation skills, with the ability to independently evaluate complex situations and make sound recommendations on significant matters.
• Excellent written and verbal communication skills, including the ability to create and deliver presentations to investors, senior management, and Investment Committees.
• Ability to manage multiple client relationships and transaction workstreams while maintaining responsiveness, attention to detail, and execution discipline.
• Demonstrated commitment to client service, integrity, accountability, collaboration, and executional excellence.
• 3+ years of relevant experience in renewable energy, energy infrastructure, project finance, structured finance, investment banking, tax credit investing, institutional investor coverage, or a comparable transaction-oriented role.
• Demonstrated experience originating or covering institutional investors and executing complex investment or financing transactions with sophisticated counterparties.
• Experience with renewable energy tax credit partnership and/or transfer transactions, financial modeling, transaction structuring, and commercial negotiations.
• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Mathematics, or a related discipline; the posting also specifies a bachelor's degree as required.
• General Experience - More than 15 years; Manager Experience - More than 15 years.
• Less than 25% travel.
• Hybrid workstyle.

Nice To Haves

• Advanced degree or relevant professional designation.
• Buy-side, sell-side, sponsor, investment banking, project finance, or capital markets experience.
• Exposure across multiple renewable energy structures, technologies, and asset classes.

Responsibilities

• Originate and develop relationships with institutional investors, capital providers, and prospective clients to expand RJREI's investor base and support deployment of tax credit investment opportunities.
• Provide ongoing coverage for existing and prospective investors and understand their investment objectives, return requirements, risk tolerances, structural preferences, approval processes, and portfolio needs.
• Identify investor demand and translate client requirements into investment strategies, transaction structures, and economic proposals with Origination, Transaction, Product Development, and Underwriting Leaders.
• Lead investor-facing structuring efforts, evaluating economics, tax credit transfer and partnership structures, risk allocation, pricing, funding mechanics, and other material commercial terms.
• Drive investor transactions from initial engagement and structuring through diligence, documentation, approvals, closing, and funding, managing milestones and client expectations.
• Prepare and deliver investor presentations, transaction proposals, portfolio updates, and other client materials tailored to investor objectives and approval requirements.
• Coordinate investor diligence and information requests with internal teams, sponsors, legal counsel, tax advisors, accountants, and other stakeholders.
• Participate in negotiating material investor-facing commercial terms and support transaction-documentation negotiations, escalating significant structuring, risk, or execution matters as appropriate.
• Partner with the Transaction Team to align buy-side and sell-side structures and incorporate investor requirements into execution and closing strategy.
• Support Investment Committee materials and discussions by communicating investor demand, proposed structures, economics, material risks, and execution considerations.
• Maintain knowledge of tax credit markets, investor appetite, pricing, competitive activity, regulatory developments, and evolving client requirements to inform origination and structuring strategy.
• Develop and maintain an investor pipeline covering prospective client outreach, active opportunities, anticipated capital needs, and relationship-development priorities.
• Represent RJREI in investor meetings, industry conferences, and other external forums, and support initiatives to grow and diversify the platform's investor base.

Benefits

• Medical, dental, and vision benefits may be included in the benefits package.
• Life insurance may be included in the benefits package.
• Critical illness insurance and accident insurance may be included in the benefits package.
• Disability benefits may be included in the benefits package.
• Retirement savings may be included in the benefits package.
• Paid time off, including vacation, holidays, and sick leave, may be included in the benefits package.
• Parental leave may be included in the benefits package.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

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