Senior Asset Management Professional

2 days ago


St Louis, Missouri, United States Stone Alliance Group Full time
About the Role

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

Key Responsibilities
  • Asset Management: Manage all asset management responsibilities, including tracking and coordinating third-party deliverables and diligence items, maintaining accurate records during the negotiation and diligence phases, and transitioning deals post-closing to the lifecycle asset management process.
  • Reporting and Compliance: 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.
  • Team Management: 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.
  • Business Development: Support initiatives to help the business achieve its strategic objectives. Travel for business and attend conferences as necessary.
Requirements
  • Education: Bachelor's degree in Finance, Mathematics, Engineering, Economics, or related area.
  • Experience: 7+ years in tax credit asset management and/or investment operations. Advanced degree and/or CFA, CPA certification is optional.
  • Skills: Advanced Microsoft Excel modeling skills, understanding of financial, tax, accounting, and investment concepts, strong communication skills, excellent interpersonal skills, ability to evaluate complex situations and independently make decisions on significant matters.
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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