Raymond James · 2 months ago
Sr Manager, Asset Management
Saint Louis, Missouri - United States
Full-time
Onsite
Senior Level
5+ years expRaymond James is a leading financial services firm, and they are seeking a Senior Manager for Asset Management. The role involves overseeing a portfolio of tax equity investments, ensuring compliance, and managing reporting obligations while supporting the company's strategic objectives.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Required
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
5+ years in tax credit asset management and/or investment operations experience
Bachelor's degree in Finance, Mathematics, Engineering, Economics or related area
General Experience - 6 to 10 years
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
Preferred
Advanced degree and/or CFA, CPA certification
Experience in renewable energy project development, accounting, insurance, and/or finance
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.
10001+ employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase