Job Description Summary
Raymond James Renewable Energy Investments (RJREI) is a growing platform within Raymond James, a leading diversified financial services firm, focused on tax-advantaged investments across the renewable energy industry. Our team partners with leading developers and institutional investors across a diverse portfolio of solar, wind, battery storage, renewable natural gas, advanced manufacturing, and clean fuels projects. As a small, collaborative team backed by the resources and stability of Raymond James, RJREI offers a unique opportunity to manage sophisticated investments, work closely with experienced industry professionals, and contribute meaningfully to a dynamic and evolving business.
Job Description
Duties and Responsibilities
- Manage a portfolio of closed renewable energy tax credit investments (ITC and PTC transfers, as well as tax equity and hybrid structures) as part of a growing Asset Management team
- Engage with other areas of the Renewable Energy Investments (REI) team to support the ongoing development and oversight of reporting and compliance requirements to gather and analyze relevant project information based on structure and technology type (most commonly wind and solar; however, also includes RNG, Advanced Manufacturing, and Clean Fuels)
- Understand projects risks and convey performance to investors in a professional and effective manner
- Read and interpret investment documents (LLCAs, ECCAs, TCTAs, AMAs, etc.) for reporting requirements and funding obligations
- Produce and improve upon professional periodic reports for investors that deliver qualitative and quantitative analysis through narrative and customized visual analytics
- Collect and evaluate periodic project operational reports, review financial models and cash waterfalls, and report to investors via Zoom and email over the compliance period and through exit of the investment
- 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 K-1s, and coordinate with experts when needed to ensure accuracy and within specified timeframes
- Support initiatives to help the business in achieving its strategic objectives
- Maintain accurate records in 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
- Growth mindset with an ability to adapt as part of a growing team in a dynamic and evolving industry
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
- Experience in renewable energy asset management, 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
Certifications
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
