Senior Associate or VP, Capital Markets and Investor Relations – Clean Energy (Tax Credit Investments/Investment Banking) jobs in United States
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Advantage Capital · 2 months ago

Senior Associate or VP, Capital Markets and Investor Relations – Clean Energy (Tax Credit Investments/Investment Banking)

Advantage Capital is a national impact investment firm that provides innovative financing solutions. They are seeking a Senior Associate or VP to support investor relations and fundraising activities for their Clean Energy platform, leveraging experience in tax credit structuring and investment banking to manage investor relationships and contribute to growth initiatives.

Business DevelopmentFinancial ExchangesFinancial ServicesImpact InvestingVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Develop and maintain institutional investor relationships, including preparing materials for and participating in meetings and outreach
Serve as a primary point of contact for investors, ensuring timely communication and proactive management of requests and inquiries
Lead investor coordination throughout the full transaction lifecycle—from initial diligence to execution and ongoing reporting
Collaborate with internal teams and external legal counsel to structure, negotiate, and execute transactions involving complex tax credit and clean energy investments
Partner with asset management to support investor reporting and ensure timely, accurate delivery of all communications
Review and refine investor materials prior to distribution, including transaction proposals, reporting updates, and summaries
Maintain CRM records to track investor interactions, pipeline opportunities, and transaction progress
Provide market insights on clean energy trends, tax policy developments, pricing dynamics, and investor appetite

Qualification

Investment bankingFinancial modelingTax credit structuringClean energy syndicationTransaction executionFinancial analysisMicrosoft OfficeAnalytical skillsCommunication skillsOrganizational skills

Required

Bachelor's degree in finance, accounting, business, economics, or related field
Minimum 5 years of relevant experience in affordable housing or clean energy syndication or investment banking experience in project finance, structured finance, or capital markets
Understanding of financial modeling, transaction execution, and investor partnership dynamics
Proven ability to analyze complex financial and legal materials and close transactions efficiently
Strong analytical, organizational, and communication skills with meticulous attention to detail
Proficiency in Microsoft Office (Excel, PowerPoint, Word); advanced modeling experience preferred
Outgoing, relationship-driven mindset and the ability to engage credibly with senior investors and internal stakeholders

Benefits

Competitive medical, dental and vision insurance
401(k) with company match
Employee stock program
Training & development opportunities
Paid personal & vacation time
Paid parental leave
Firm-wide retreats
Service awards
Company swag
Holiday parties
Gym membership
Employee assistance program
Community service opportunities
Life insurance, disability, and long-term care
HRA and HSA with annual company deposit

Company

Advantage Capital

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Advantage Capital has invested over $3.8 billion in more than 800 portfolio companies and projects nationwide since 1992.

H1B Sponsorship

Advantage Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
2023 (1)

Funding

Current Stage
Growth Stage
Total Funding
$77M
Key Investors
Citi
2014-05-22Debt Financing· $77M

Leadership Team

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Franchesca Lorio
Chief Financial Officer, Managing Director
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Cara M. Schiffman
Senior Vice President
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Company data provided by crunchbase