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Raymond James · 1 day ago

Sr Manager, Asset Management

St Louis, MO

Full-time

Onsite

Senior Level

5+ years exp

Raymond James is a financial services firm, and they are seeking a Senior Manager in Asset Management to oversee a growing portfolio of tax equity investments. The role involves managing investment post-closing processes, ensuring compliance with reporting obligations, and producing periodic reports for investors.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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%)

Qualification

Tax credit asset managementRenewable energy project financeMicrosoft Excel modelingFinancial analysisCFA certificationCPA certificationClient service orientationCommunication skillsTime managementAttention to detail

Required

5+ years in tax credit asset management and/or investment operations experience

Bachelor's degree in Finance, Mathematics, Engineering, Economics or related area

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

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

General Experience - 6 to 10 years

Preferred

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

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James 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

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Trends of Total Sponsorships

2023 (1)