Raymond James Financial, Inc. • Saint Petersburg, FL 33747
Job #2661176950
Description
Job Summary
The Acquisitions Manager will be responsible for managing all aspects of renewable energy tax credit transactions (both syndication and principal investments), including performing full analysis of projected returns and risks, interfacing with internal and external constituents, (e.g., outside legal counsel, developers, investors, etc.), and ensuring that key deliverables and milestones are met to achieve full transaction closing.
Essential Duties and Responsibilities
Prepares financial models projecting the operating performance and net after-tax benefits of renewable energy investments
Identify and manage risk with renewable energy investments
Support the full life cycle of the transaction from closing to final true up. May serve as the asset management point of contact.
Prepares presentations for various audiences (e.g., developers, internal clients, outside investors, etc.)
Prepares benefit projections to fulfill reporting requirements to investors in existing funds and to assist in the marketing of new funds to prospective investors
Prepares investment approval memorandums
Prepares reporting and analysis to assist in responding to investor due diligence requests
Develops enhancements to our pricing model to accommodate unique deal structures and to help make the model a better resource for internal users and external clients
Performs other duties and responsibilities as assigned
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Company's working structure, policies, mission, and strategies
Fundamental concepts, principles and practices of renewable energy tax credits
Fundamental concepts, principles and practices of the renewable energy industry
Fundamental financial analysis concepts
Fundamental concepts, principles and practices of the renewable energy industry
Fundamental financial analysis concepts
Principles of banking and finance industry operations
Skill in
Advanced skills in Microsoft Excel
Reading and understanding tax returns, financial statements, operating and cost budgets, and renewable energy-specific documentation
Communicating effectively verbally and in writing
Utilizing database and document management software to gather varied and complex information
Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
Work independently as well as collaboratively within a team environment
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
Provide accurate and high quality work product in a timely manner
Convey information clearly and effectively through both formal and informal documents
Gather data from multiple sources, review, and accurately input data into various spreadsheets or databases
Identify required tasks, develop timelines and execute on both
Demonstrate sensitivity to customer needs (both internal and external) and proactively address customer needs
Project a positive, professional image with both internal and external business contacts
Assume full responsibility and accountability for own actions
Demonstrate uncompromising adherence to ethical principles
Promote team cohesiveness, cooperation and effectiveness
Educational/Previous Experience Requirements
Education/Previous Experience
Bachelor's Degree (B.A.) in business, finance, accounting or related field and a minimum of six (6) years of experience. A strong interest in project finance and quantitative and analytical skills.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Job: Accounting & Finance
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization RJ Affordable Housing Investments
Schedule Full-time
Job Shift Day Job
Travel Yes, 25 % of the Time
Req ID: 2400728
Raymond James Financial, Inc. • Saint Petersburg, FL 33747 • Yesterday
Raymond James Financial, Inc. • Saint Petersburg, FL 33747 • Yesterday
Raymond James Financial, Inc. • Saint Petersburg, FL 33747 • Yesterday
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