Senior Manager, Structuring (Tax/Preferred Equity)

Overview

This role is part of the Structuring team and focuses on tax equity and preferred equity financing solutions. You will work on project-level and portfolio-level transactions in renewable energy and energy transition infrastructure, supporting end-to-end execution from intake through closing.

The organization is seeking a hands-on structuring professional with strong working knowledge of tax equity and preferred equity structures, including partnership flip, hybrid, and preferred equity transactions, with experience building underlying models.

Responsibilities

• Build, maintain, and audit complex financial models for tax/hybrid and preferred equity transactions, with a focus on partnership flip, T-flip, and hybrid structures (experience with other parts of the capital stack is a plus).
• Lead screening and underwriting of new opportunities, including initial reviews and pre-pricing screens, and develop pricing and structuring recommendations.
• Prepare investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
• Collaborate with senior members of the Structuring team on transaction structuring, execution, and negotiations; drive transactions from intake to closing.
• Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers.
• Coordinate diligence across commercial, technical, legal, tax, and insurance workstreams (including independent engineer, tax opinions, appraisals, and tax insurance) and review transaction documents such as term sheets, LLC agreements, equity capital contribution agreements, and closing checklists.
• Use technology and AI-enabled tools to improve accuracy and efficiency in modeling, diligence, and reporting.
• Contribute to process improvements and template standardization (models, IC memos, term sheets) across the Structuring team.
• Engage directly with developers, investors, and advisors on active transactions, taking increasing ownership of counterparty relationships.
• Review the work of and help develop Associates on the Structuring team.
• Support platform initiatives to scale tax/preferred equity workflows and develop tech-enabled products and solutions for financing processes.
• Support portfolio management and reporting as needed, including monitoring project performance against underwriting.

Requirements

• Bachelor’s degree in Finance, Economics, Engineering, or a related field; MBA or MS is a plus.
• Minimum 4+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field.
• Direct tax equity and/or preferred equity structuring and modeling experience is required.
• Advanced Excel skills, including the ability to build complex partnership models from scratch; VBA or Python skills are a plus.
• Strong understanding of tax equity and preferred equity structures, including partnership flip, hybrid, preferred equity, and sale-leaseback optionality, with knowledge of allocations, capital accounts, and flip mechanics.
• Experience leading transaction workstreams, preparing transaction materials, and coordinating due diligence (including independent engineer, tax opinions, appraisals, and tax insurance).
• Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred.
• Experience in a transaction-focused environment with direct client interaction responsibility.
• Excellent analytical, organizational, and communication skills; proven ability to manage multiple workstreams in a fast-paced environment.
• Comfortable adopting new technology platforms and integrating AI tools into daily workflows.
• FINRA SIE, Series 79, and 63, or willingness to obtain them under the organization’s broker-dealer sponsorship.

Compensation & Benefits

Compensation

• Compensation: $200,000s - $300,000s (depending on years of experience and revenue scope, not inclusive of equity value).
• Stock options in a rapidly growing company.

Benefits

• Healthcare: Covers 100% of premiums for employees; subsidizes 80% for dependents (if relevant). Plans include Aetna (nationwide) and Kaiser (WA and California).
• Dental & vision: Covers 100% of premiums for employees; 80% for dependents (each) (if relevant).
• Family forming & fertility support.
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: account fees supported by the organization.

Location

Remote-first operating model.

• Work from anywhere in the US and Canada, or
• Work out of optional offices in DC, NYC, & SF.

Optional co-working opportunities may be available in Seattle, Denver, Boston, LA, and beyond.

Equal Employment Opportunity

The organization provides equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.