Financial Associate
2 months ago
Tax Credit Marketplace is looking for a charismatic, motivated, and well-organized Financial Associate to join our tax credit projects team. The ideal candidate will have experience in commercial real estate project underwriting with a strong willingness to learn a new industry category.
Responsibilities
Possible responsibilities and qualifications include, but are not limited to, the following:
· Manage all aspects of renewable energy tax project underwriting
· Working with underwriting team and in-house counsel to close transactions and participate in weekly closing calls
· Aggregate data and share observations with senior management in a sophisticated, concise fashion. This includes maintaining fund models, project models, and tracking liquidity.
· Performing detailed guarantor analysis
· Identifying key project underwriting risks and mitigants
· Prepare investment summaries
· Contribute to marketing and client relations efforts by providing as-needed information on asset- and fund-level performance
· Establishing and maintaining relationships with developers and key parties through constant pro-active communication, including site visits and meetings
· Strong business acumen and knowledge of the tax credit industry
· Proven analytical skills in finance and tax / accounting
· Excellent verbal and written communication skills and ability to assist with incoming acquisitions inquiries
· Prior real estate or project finance experience
· Ability to multi-task and prioritize with extreme attention to detail
· Strong problem-solving skills combined with solid business acumen
Qualifications
Must be knowledgeable in the following software/programs:
· Microsoft Office
· CMS databases
· Virtual Meeting Platforms
Desired Qualifications
Bachelor’s degree preferred but associate’s degree plus relevant experience considered. Must be willing to travel several times per year (with overnights) to industry related conferences as well as attend local business networking functions as necessary.
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