VP, Transactions

Raymond James•St. Louis, MO

58d

About The Position

Lead the investment function in a (financial sector) company, developing a portfolio of products and services, contributing to risk appetite determination, and coordinating and executing the investment management function. Job Description What You’ll Do (the role): Duties & Responsibilities: Manage investor presentations, benefit schedules and other relevant investor communication through funding Prepare detailed investment memos and presentations for transactions Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term sheet, financial closing and funding phases Tracking and coordinating third party deliverables and diligence items during the course of the transaction Maintaining accurate records during the negotiation and diligence phases to ensure deal teams are meeting their obligations and third parties are delivering timely Responsible for coordination with asset management team during the closing/funding process in anticipation of an efficient transition to post-closing, asset management process Assist asset management team with third parties on delivery of periodic reports, financials, tax returns to ensure capital provider obligations are satisfied Support initiatives to help the business in achieving its strategic objectives Travel for business and attend conferences as necessary Assist in the initial underwriting, modelling and due diligence of tax credit investments Support the sourcing of tax credit investment opportunities directly with sponsors and indirectly through brokers, investment banks and consultants Who we're looking for: Knowledge & General Skills Minimum Requirements Advanced Microsoft Excel skills including understanding of complex project finance models and ability to create well-organized presentations of information to formulate conclusions Understanding of renewable energy project finance transactions with an emphasis on tax credit structures (PTC/ITC, p-flip, inverted lease, hybrid, preferred equity, and transfers) Understanding of financial, tax, accounting, and investment concepts Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create as well as deliver effective presentations Demonstrated experience conducting diligence and negotiating tax credit transactions Manages self and others to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity Ability to evaluate complex situations and independently make decisions on significant matters Self-motivated intellectual curiosity Why you’ll make a great member of the team: 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 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

Advanced Microsoft Excel skills including understanding of complex project finance models and ability to create well-organized presentations of information to formulate conclusions
Understanding of renewable energy project finance transactions with an emphasis on tax credit structures (PTC/ITC, p-flip, inverted lease, hybrid, preferred equity, and transfers)
Understanding of financial, tax, accounting, and investment concepts
Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create as well as deliver effective presentations
Demonstrated experience conducting diligence and negotiating tax credit transactions
Manages self and others to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
Ability to evaluate complex situations and independently make decisions on significant matters
Self-motivated intellectual curiosity
5+ years of relevant experience in renewable energy tax credit investing including financial modelling, negotiation of critical legal documents and reviewing third-party reports
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

Nice To Haves

Experience leading renewable energy tax credit closings and fundings preferred
Exposure to non-renewable assets (natural gas, carbon capture, manufacturing, etc.) considered a plus

Responsibilities

Manage investor presentations, benefit schedules and other relevant investor communication through funding
Prepare detailed investment memos and presentations for transactions
Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term sheet, financial closing and funding phases
Tracking and coordinating third party deliverables and diligence items during the course of the transaction
Maintaining accurate records during the negotiation and diligence phases to ensure deal teams are meeting their obligations and third parties are delivering timely
Responsible for coordination with asset management team during the closing/funding process in anticipation of an efficient transition to post-closing, asset management process
Assist asset management team with third parties on delivery of periodic reports, financials, tax returns to ensure capital provider obligations are satisfied
Support initiatives to help the business in achieving its strategic objectives
Travel for business and attend conferences as necessary
Assist in the initial underwriting, modelling and due diligence of tax credit investments
Support the sourcing of tax credit investment opportunities directly with sponsors and indirectly through brokers, investment banks and consultants