Senior Asset Management Professional

5 days ago

St Louis, Missouri, United States Stone Alliance Group Full time
Job Summary

We are seeking a highly skilled and experienced Asset Management professional to join our team at Stone Alliance Group. As a key member of our team, you will be responsible for managing all asset management responsibilities, including renewable energy tax credit investments and private credit investing.

Key Responsibilities
  • Manage asset management responsibilities, including tracking and coordinating third-party deliverables and diligence items.
  • Maintain accurate records during the negotiation and diligence phases to ensure deal teams are meeting their obligations and third parties are delivering timely.
  • Responsible for transitioning deals post-closing to the lifecycle asset management process.
  • Manage the asset management process for the remaining deal lifecycle, including periodic reports, financial model/waterfall review, and reporting to investors.
  • Coordinate with third parties on delivery of periodic reports, financials, tax returns to ensure capital provider obligations are satisfied.
  • Ensure internal reporting requirements align with industry/investor standards and ensure external parties adhere to these standards.
  • Assist with reporting requirements for private credit platform, including tax, portfolio company performance, and ad hoc reporting needs.
  • Review tax returns and coordinate with experts for review.
  • Support initiatives to help the business achieve its strategic objectives.
  • Travel for business and attend conferences as necessary.
Requirements
  • Advanced Microsoft Excel modeling skills, including use of complex functions and ability to create well-organized presentations of information to formulate conclusions.
  • Understanding of financial, tax, accounting, and investment concepts.
  • Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create and deliver effective presentations.
  • Ability to evaluate complex situations and independently make decisions on significant matters.
  • Self-motivated intellectual curiosity.
  • Experience with renewable energy infrastructure and related project finance.
Education and Experience
  • Bachelor's degree in Finance, Mathematics, Engineering, Economics, or related area.
  • 7+ years in tax credit asset management and/or investment operations.
  • Advanced degree and/or CFA, CPA certification is optional.
  • Experience in renewable energy, accounting, and/or finance is strongly preferred.
  • Experience in low-income, historical, new markets, and state tax credits also strongly preferred.
Personal Qualities
  • Ability to work independently, deal confidently, and build strong relationships.
  • Track record of building out and/or managing a team in the asset management space.
  • Willingness to receive and accept feedback and improve.
  • Flexible attitude and 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.
  • Client-first mentality.
About Us

Stone Alliance Group is a fast-growing investment firm that values a collegial environment while maintaining a second-to-none work ethic. We provide a phenomenal opportunity for you to learn hands-on across a wide range of subject matters, including renewable energy development, project finance, capital markets, corporate strategy, and more.

We offer a competitive salary, flexible vacation, 100% paid healthcare, dental, and vision insurance, willingness to provide 401k, merit-based bonuses, and more.

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