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Senior Manager, Investment Management
Location
United States
Posted
20 days ago
Salary
Not specified
No structured requirement data.
Job Description
Job Requirements
- Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA or MS preferred
- Minimum 4 years of experience in renewable energy, structured finance, or infrastructure investing with direct tax equity modeling experience
- Advanced Excel skills, with the ability to build complex partnership models; VBA or Python skills a plus
- Strong understanding of tax equity structures (partnership flip, T-flip) and familiarity with IRS requirements and recapture provisions
- FINRA SIE, Series 79, and 63 required or willingness to obtain under broker-dealer sponsorship
- Excellent analytical, organizational, and communication skills, with the ability to thrive in a fast-paced, high-growth environment
- Comfort adopting new technology platforms and integrating AI tools into daily workflows
- Strong collaboration skills and ability to interact with internal teams and external stakeholders professionally
- Build, maintain, and audit complex financial models for tax equity transactions, focusing on partnership flip and T-flip structures
- Prepare investment materials, including transaction economics, sensitivities, and risk analyses, for internal and external stakeholders
- Collaborate with senior team members on transaction structuring, execution, and negotiations
- Analyze sponsor financials, project contracts, and diligence materials to identify risks, value drivers, and optimization opportunities
- Leverage AI and technology tools to increase efficiency and accuracy in modeling, reporting, and due diligence
- Contribute to process improvements, standardization, and template development across the Investments team
- Support portfolio management and reporting, monitoring project performance against underwriting expectations
Benefits
- Competitive total cash compensation ($200,000–$300,000, depending on experience and scope), plus stock options in a high-growth company
- Opportunity to exceed bonus targets based on team and individual performance
- Remote-first work model with optional offices and co-working opportunities in major cities
- Healthcare coverage for employees and subsidized coverage for dependents, including dental and vision
- Generous paid time off and 10 company holidays per year
- Parental leave: 16 weeks for birthing parents, 12 weeks for non-birthing parents
- 401(k) plan access
- High-growth, ownership-driven culture with regular team offsites and a mission-focused environment
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