Principal, Investments
Leads execution and portfolio stewardship for tax equity, preferred equity, and hybrid clean-energy investments. The role requires 8+ years of relevant investing or finance experience, direct tax equity transaction expertise, strong modeling and negotiation skills, and familiarity with partnership tax structures.
About the job
Responsibilities
- Lead execution of tax equity and preferred equity investments, including hybrid structures, from term sheet through close.
- Identify, structure around, price, and document transaction risk.
- Build and review partnership and hybrid models; develop views on assumptions, sensitivities, and risk cases.
- Prepare opportunities for Investment Committee screening and final investment decisions, and present with support.
- Co-lead negotiations with sponsors and capital partners.
- Work with Legal, Tax, and Risk on key issues and IRS compliance.
- Contribute to investment principles, underwriting parameters, and the Investment Committee process.
- Mentor junior team members and use technology and AI to improve efficiency.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree is a plus.
- 8+ years of experience in renewable energy, structured finance, or infrastructure investing, including direct tax equity transaction experience.
- Working knowledge of partnership structures and tax and capital account basis issues, including DROs, basis, allocations, safe harbor, and recapture.
- Experience negotiating partnership flips, T-flips, and preferred equity transaction documents; sale-leaseback experience is a plus.
- Strong modeling skills across partnership and hybrid structures.
- Experience across solar, wind, and storage technologies; emerging-category exposure is a plus.
- Strong risk judgment and excellent communication, negotiation, and relationship-management skills.
- Ability to manage multiple transactions in a fast-paced environment.
- Strong technology and AI capabilities, or a clear desire to advance them rapidly.
- Bank experience, particularly in project finance, structured products, or leveraged finance, or developer/sponsor experience, is a plus.
- Willingness to travel up to 25% of the time.
- FINRA SIE, Series 79, and Series 63, or willingness to obtain them under broker-dealer sponsorship.
Compensation & Benefits
- Compensation in the $300,000s–$500,000s, depending on experience and revenue scope, excluding equity value.
- Stock options.
- Healthcare, dental, and vision coverage.
- 10 company holidays and 20 days of paid time off per year.
- 401(k) plan.
- 16 weeks of parental leave for birthing parents and 12 weeks for non-birthing parents.
- Remote-first operating model with optional offices and coworking opportunities.
- Regular company and team offsites.
Skills
Tax Equity, Preferred Equity, Project Finance, Structured Finance, Infrastructure Investing, Partnership Structures, Capital Account Basis, Financial Modeling, Solar, Wind, Energy Storage, Risk Analysis, Investment Committee, Irs Compliance, Artificial Intelligence
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