Saint Louis, MO, 63112, USA
71 days ago
Sr Manager, Asset Management
**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
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