• Acquisitions Manager (Renewable Energy)

    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

    • None required.

    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