JPMorgan Transaction Analyst 

United States, Illinois, Chicago 

209002036

As a Middle Office Portfolio Management Analyst within the Energy product team of the TOI group, you will be based in Chicago and play a crucial role in managing a portfolio of renewable energy tax credit transactions. Your responsibilities will include ensuring accurate model updates and analysis, working closely with various internal teams and external clients to comprehend and manage investment structures and risks. This role provides an opportunity to hone your skills in a dynamic, team-oriented environment. You will be involved in innovative projects that promote the growth of renewable energy investments. Collaborating with the TOI origination and asset management groups, you will enhance pricing models and systems, thereby contributing to the firm's leadership in the renewable energy market.

Job Responsibilities:

• Manage a portfolio of renewable energy tax credit transactions, including model updates and risk analysis.
• Analyze partnership financial statements, tax returns, and monthly operating reports.
• Incorporate actual financial results and forecast changes quarterly; perform sensitivity analysis and update for annual tax return filings.
• Collaborate with TOI origination and asset management groups to understand deal-specific dynamics.
• Engage with outside clients (sponsors) to resolve issues related to assigned transactions.
• Work with TOI origination, asset management, and technology groups to automate pricing models and systems.
• Provide support and analysis for asset workouts, dispositions, and ad hoc requests.
• Develop an understanding of financial results for assigned transactions and communicate insights to management.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree in Accounting or Finance
• Strong analytical skills, including partnership tax and accounting knowledge.
• Proficiency in Microsoft Excel, including advanced formula composition skills.
• Excellent time management and multitasking abilities.
• Ability to interact effectively with colleagues and clients.
• Strong written and verbal communication skills.
• Flexibility and a desire to work in a team-oriented environment.

Preferred Qualifications, Capabilities, and Skills:

• CPA (Certified Public Accountant) preferred.
• Economic modeling experience is a plus.
• Experience in renewable energy investments or tax equity transactions.
• Familiarity with financial modeling software or tools.
• Knowledge of regulatory requirements related to renewable energy investments.