Tax Oriented Investments
4 weeks ago
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.
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/Veterans
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.
Full timePosting Date: 2024-05-13
-
Tax Oriented Investments
6 days ago
Chicago, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** As a Tax Oriented Investments - Energy - Originations VP in the Energy Investments team, you will be joining a very successful team of professionals who are dedicated to investing in U.S. renewable energy projects, including wind, solar and geothermal power, battery storage and carbon capture facilities. Since 2003 the Energy Investments...
-
Chicago, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** JPMorgan’s Tax Oriented Investments (TOI) group is responsible for investing the Firm’s own capital in earning assets that are tax-advantaged in the US. Current TOI assets include affordable housing investments, alternative energy projects, and equipment leases. Since 2003 the Energy Investments team has invested or raised from other...
-
Tax Oriented Investments
1 month ago
Chicago, United States JPMorgan Chase Full timeJPMorgan'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...
-
Associate - Tax Services - 2025 - (Hybrid)
1 week ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
Associate - Tax Services - 2025 - (Hybrid)
2 weeks ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Associate - Tax Services - 2025 - (Hybrid)
3 weeks ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Tax Senior Manager
2 weeks ago
Chicago, United States NAV Consulting Full timeDo you want to be part of an award-winning global company that is committed to innovative technology and continuous process improvement? Become part of a privately owned, local office with a multi-national footprint and a thirty-year history of year-over-year organic growth! Tax Senior Manager – Alternative Investments NAV Fund Administration Group is...
-
Tax Manager, Federal Tax
1 month ago
Chicago, IL, United States CIBC Bank Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Investment Funds Associate Attorney
2 weeks ago
Chicago, IL, United States Permanent Placements LLC Full timeInvestment Funds Associate Our client is an AM Top 10 global law firm capable of taking care of the most important legal needs across arbitration, banking, competition, and trade, as well as corporate crime and corporate finance. They have strong practices in employment, energy, hospitality and leisure, insurance, intellectual property, litigation, M&A and...
-
Tax Consulting Senior
2 weeks ago
Chicago, IL, United States Buckingham Search Full timeThe Tax Department provides tax consulting and planning services related to our client’s diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax Director. Conduct tax research,...
-
Tax and Accounting Manager
3 weeks ago
Chicago, IL, United States Robert Half Full timeDescriptionTo apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0mYou know what’s awesome? Chicago Summer. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your Summer. This role has perks that are unmatched by its competitors. Plus, this position doubles...
-
Orientation Specialist
2 weeks ago
Chicago, United States U.S. Xpress Enterprises, Inc. Full time**Orientation Specialist** CHICAGO, IL 8-5 Position open to remote: No Grade: HR07 Compensation Range: 15.79-21.36 **_ Who We Are:_** **Relentlessly Delivering Big Ideas.** U.S. Xpress is one of the nation’s largest asset-based trucking companies. But the most valuable asset we offer isn’t tractors, trailers, or even our exclusive, cutting-edge...
-
Senior Investment Accountant
3 weeks ago
Chicago, United States Tawani Enterprises Full timePOSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an integral...
-
Tax Manager
3 weeks ago
Chicago, IL, United States Robert Half Full timeDescriptionTo apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0mWork from home options, generous vacation days every year, top tier benefits, competitive pay rates and VERY lucrative bonuses. If that sounds like something you want, keep reading.Job Description: Review tax books and records, including taxable...
-
Senior Tax AdvisorManager
2 weeks ago
Chicago, IL, United States Buckingham Search Full timeThe Tax Department provides tax consulting and planning services related to our client’s diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax Director. Responsibilities : ...
-
Senior Investment Accountant
3 weeks ago
Chicago, United States Tawani Enterprises Full timePOSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an integral...
-
Senior Investment Accountant
4 weeks ago
Chicago, United States Tawani Enterprises Full timePOSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an integral...
-
Senior Investment Accountant
1 month ago
Chicago, United States Tawani Enterprises Full timeJob DescriptionJob DescriptionPOSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This...
-
Senior Investment Accountant
2 months ago
Chicago, United States Tawani Enterprises Full timeJob DescriptionJob DescriptionPOSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This...
-
Senior Investment Accountant
2 months ago
Chicago, United States Tawani Enterprises Full timePOSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an integral...
