This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Manager, Investment Management in United States.
This role offers the opportunity to be a key player in structuring and executing high-impact investments in the renewable energy and infrastructure sectors. The Senior Manager will be responsible for building, maintaining, and stress-testing tax equity models, supporting investment decision-making, and contributing to transaction execution. You will collaborate with senior leadership, leverage AI-enabled tools, and directly engage with stakeholders to optimize financial outcomes. This position provides a hands-on, fast-paced environment with exposure to complex structured finance transactions and innovative technology applications. The ideal candidate combines technical modeling expertise with strategic thinking, strong communication skills, and a passion for clean energy investment. You will also contribute to process improvements, template standardization, and portfolio management to drive efficiency and scale.
\n
Accountabilities:- Build, maintain, and audit complex financial models for tax equity transactions, focusing on partnership flip and T-flip structures, while supporting other capital stack instruments.
- Prepare investment materials, including transaction economics, sensitivities, and risk analyses, for internal and external stakeholders.
- Collaborate with senior team members on transaction structuring, execution, and negotiations.
- Analyze sponsor financials, project contracts, and diligence materials to identify risks, value drivers, and optimization opportunities.
- Leverage AI and technology tools to increase efficiency and accuracy in modeling, reporting, and due diligence.
- Contribute to process improvements, standardization, and template development across the Investments team.
- Support portfolio management and reporting, monitoring project performance against underwriting expectations.
Requirements:
- Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA or MS preferred.
- Minimum 4 years of experience in renewable energy, structured finance, or infrastructure investing with direct tax equity modeling experience.
- Advanced Excel skills, with the ability to build complex partnership models; VBA or Python skills a plus.
- Strong understanding of tax equity structures (partnership flip, T-flip) and familiarity with IRS requirements and recapture provisions.
- FINRA SIE, Series 79, and 63 required or willingness to obtain under broker-dealer sponsorship.
- Excellent analytical, organizational, and communication skills, with the ability to thrive in a fast-paced, high-growth environment.
- Comfort adopting new technology platforms and integrating AI tools into daily workflows.
- Strong collaboration skills and ability to interact with internal teams and external stakeholders professionally.
Benefits:
- Competitive total cash compensation ($200,000–$300,000, depending on experience and scope), plus stock options in a high-growth company.
- Opportunity to exceed bonus targets based on team and individual performance.
- Remote-first work model with optional offices and co-working opportunities in major cities.
- Healthcare coverage for employees and subsidized coverage for dependents, including dental and vision.
- Generous paid time off and 10 company holidays per year.
- Parental leave: 16 weeks for birthing parents, 12 weeks for non-birthing parents.
- 401(k) plan access.
- High-growth, ownership-driven culture with regular team offsites and a mission-focused environment.
\n
Why Apply Through Jobgether?
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1