Job Summary:
The Director, Acquisitions will be responsible for leading all aspects of renewable energy tax credit transactions (both syndication and principal investments). This includes being the focal point of accountability for the analysis of projected returns and risks, interfacing and managing the relationship 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. The Director will also have regular contact with senior leadership.
Essential Duties and Responsibilities:
·Liaise with relevant stakeholders to ensure financial models projecting the operating performance and net after-tax benefits of renewable energy investments are completed
·Manage complex and variable issues
·Identify and manage risk with renewable energy investments
·Support the full life cycle of the transaction from due diligence to closing and final true up. May include the asset management aspects.
·Manage the relationship with developers, internal clients, and outside investors
·Accountable for benefit projection deliverables and ensure fulfillment of reporting requirements to investors
·Assist in marketing new funds to prospective investors
·Author investment approval memorandums by interfacing with relevant stakeholders
·Interface with relevant stakeholders in responding to investor due diligence requests
·Design and participate in the implementation of enhancements to internal pricing model to accommodate unique transaction structures and to enhance its functionality for internal users and external clients
·Perform other duties and responsibilities as assigned
Job Summary:
The Director, Acquisitions will be responsible for leading all aspects of renewable energy tax credit transactions (both syndication and principal investments). This includes being the focal point of accountability for the analysis of projected returns and risks, interfacing and managing the relationship 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. The Director will also have regular contact with senior leadership.
Essential Duties and Responsibilities:
·Liaise with relevant stakeholders to ensure financial models projecting the operating performance and net after-tax benefits of renewable energy investments are completed
·Manage complex and variable issues
·Identify and manage risk with renewable energy investments
·Support the full life cycle of the transaction from due diligence to closing and final true up. May include the asset management aspects.
·Manage the relationship with developers, internal clients, and outside investors
·Accountable for benefit projection deliverables and ensure fulfillment of reporting requirements to investors
·Assist in marketing new funds to prospective investors
·Author investment approval memorandums by interfacing with relevant stakeholders
·Interface with relevant stakeholders in responding to investor due diligence requests
·Design and participate in the implementation of enhancements to internal pricing model to accommodate unique transaction structures and to enhance its functionality for internal users and external clients
·Perform other duties and responsibilities as assigned
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
·Principles of banking and finance industry operations
Skill in:
·Forward thinking with a demonstrated track record of successfully developing and implementing strategic plans.
·Advanced skills in Microsoft Excel
·Reading and understanding tax returns, financial statements, operating and cost budgets, andrenewable 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
·Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes
·Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
·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:
Bachelor’s Degree (B.A.) in business, finance, accounting or related field and a minimum of ten (10) 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.
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
·Principles of banking and finance industry operations
Skill in:
·Forward thinking with a demonstrated track record of successfully developing and implementing strategic plans.
·Advanced skills in Microsoft Excel
·Reading and understanding tax returns, financial statements, operating and cost budgets, andrenewable 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
·Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes
·Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
·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:
Bachelor’s Degree (B.A.) in business, finance, accounting or related field and a minimum of ten (10) 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.
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.