Associate, Structuring (Tax/Preferred Equity)

Overview

This role is an Associate position on the Structuring team, supporting capital solutions across tax equity, preferred equity, debt, and advisory services for sponsors, developers, and investors. The position focuses on the tax/preferred equity side of the team and covers project-level and portfolio-level transactions in renewable energy and energy transition infrastructure.

You will support the end-to-end process—from intake and screening through underwriting, structuring, and closing—with a hands-on, financially rigorous approach.

Responsibilities

• Support screening and underwriting of new opportunities, including:
  • Initial reviews and pre-pricing screens
  • Building, running, and updating financial models for tax/hybrid and preferred equity transactions
• Assist with Investment Committee materials, including:
  • Transaction economics
  • Sensitivities
  • Risk analyses
• Work closely with senior members of the Structuring team to drive transactions from intake to closing
• Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers
• Use technology and AI-enabled tools to improve accuracy and efficiency in modeling, diligence, and reporting
• Contribute to process improvements and template standardization across the team (models, investment committee memos, term sheets)
• Support limited external interactions with developers, investors, and advisors under guidance from senior team members
• Assist with portfolio management and reporting as needed, including monitoring project performance against underwriting
• Support platform initiatives to scale tax equity workflows and develop new tech-enabled products and solutions for financing processes

Requirements

• Bachelor’s degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus
• Minimum 2+ years of experience in one or more of the following:
  • Renewable energy
  • Structured finance
  • Infrastructure investing
  • Investment banking
  • A closely related field
• Demonstrated exposure to tax equity, project finance, or other structured renewable energy transactions
• Strong financial modeling and structuring skills, including mastery of core valuation and return concepts
• Strong Excel skills, including comfort building and navigating complex financial models; VBA or Python skills a plus
• Experience preparing transaction materials and conducting due diligence
• Familiarity with tax equity structures, including:
  • Partnership flip
  • T-flip
  • Hybrid
  • Preferred equity
  • Allocations, capital accounts, and flip mechanics
• Familiarity with IRS requirements, safe harbor tests, or recapture provisions is a plus but not required
• Strong analytical, organizational, and communication skills, with the ability to manage multiple workstreams in a fast-paced environment
• Comfort adopting new technology platforms and integrating AI tools into daily workflows
• FINRA SIE, Series 79, and 63, or willingness to obtain them under broker-dealer sponsorship

Preferred Qualifications

• Experience in a transaction-focused environment with client interaction responsibility

Compensation & Benefits

Compensation

• Compensation: $150,000s - $200,000s, depending on years of exp. & revenue scope, not inclusive of equity value
• Stock options

Benefits

• Healthcare:
  • 100% of premiums for employees
  • Variety of plans on Aetna (nationwide) and Kaiser (WA and California)
  • Subsidize 80% for dependents (as a group), if relevant
• Dental & vision:
  • 100% of premiums for employees
  • 80% of premiums for dependents (each), if relevant
• Family forming & fertility support
• Parental leave:
  • 16 weeks for birthing parents
  • 12 weeks for non-birthing parents
• Holidays: 10 company holidays per year
• Paid time off: 20 days per year
• 401k: account fees supported

Location

• Remote-first: work from anywhere in the US and Canada
• Optional offices in DC, NYC, & SF
• Optional co-working opportunities in Seattle, Denver, Boston, LA, and beyond