Tax Oriented Investments

2 weeks ago

Chicago, United States JPMorgan Chase Full time
JPMorgan's Tax Oriented Investments (TOI) group is responsible for investing the Firm's capital in earning assets that are tax-advantaged. Current TOI Energy assets include investments in over 300 alternative energy projects representing over 40 gigawatts of capacity across 37 states. The TOI Energy group employs over 40 professionals, is based in Chicago and is part of the Commercial & Investment Bank.

As a TOI Analyst you will be working in a functional area responsible for all aspects of monitoring, maintaining and reporting on a portfolio of "tax equity" investments in alternative energy projects, including wind, solar, geothermal and other energy technologies.

Job Responsibilities:

  • Take a lead role in managing and enhancing performance data collection systems to increase efficiency and ensure accuracy; including tracking and electronically filing periodic operating reports and other documents received from clients.
  • Develop and prepare reports for use within Asset Management as well as support asset managers in the preparation of portfolio performance presentations for Senior Management and other TOI groups.
  • Track, maintain, and keep updated various Excel spreadsheets associated with outstanding issues or risk controls.
  • As needed, contact outside clients to follow up on missing reports or to investigate inconsistencies in the reporting.
  • Become conversant in the intricacies of the transaction investment structures and the associated cash flow spreadsheet models.
  • Provide support and analysis related to asset workouts and dispositions.
  • Support planning and tracking of asset inspection visits.
  • Work with engineering, accounting, and information technology personnel in designing and maintaining the database for tracking transaction performance.
  • Work closely with asset managers to identify issues within the portfolio and provide "lessons learned" feedback to the TOI Energy origination group and Risk officers.
  • Support asset managers to monitor and analyze monthly operating reports and annual budgets and recommend follow up with project sponsors or internal/external consultants as needed.


Required qualifications, capabilities, and skills:

  • Bachelor's or Associate's degree; accounting or finance major preferred.
  • Relevant work experience in project finance, asset management or lending credit analysis a plus.
  • Established computer skills - including proficiency in Microsoft Office (Outlook, Excel, Word, and PowerPoint). Familiarity with Alteryx, Tableau or Python a plus.
  • Strong written and verbal communications skills.
  • Strong analytical finance skills.
  • Good judgment and business acumen.
  • Excellent time management and multi-tasking skills.
  • Eagerness to learn and contribute in a dynamic team environment.


About us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veteran

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.

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