Job responsibilities:
- Facilitating timely transfer of closed Energy transactions, including:
- Personally completing or supporting front office analysts in all model completion and transition tasks
- Helping support timely scheduling and completion of transfer meetings
- Supporting accuracy of deals’ e-web/TOI Master entries
- Completing model retrofits on designated seasoned deals for identified model upgrades
- Helping support Originations on post-close, pre-Transfer quarterly rebookings
- Supporting Originations, Asset Management, Principal Risk, and Middle Office in occasional Ad Hoc tasks, including, but not limited to:
- Reviewing partnership tax returns and ensuring correct model implementation
- Reviewing Sponsor Tracking models and reconciling with internal deal files
- Running risk scenarios requested by Principal Risk
- Running scenarios or prospective restructure and disposition/sale cases for Asset Management
- Building model enhancements on transferred deals and resolving rebooking functionality issues (e.g., flip or model calculation problems)
Required qualifications, capabilities, and skills:
- BA or BS degree required (preferred major in economics, finance, or accounting)
- Proactive and strong analytical and problem-solving capabilities
- Substantive economic/financial modeling experience and a strong proficiency in Microsoft Excel, including formula composition skills
- Strong communication skills (written and verbal)
- Strong and collaborative team player and ability to juggle competing tasks
Preferred qualifications, capabilities, and skills:
- Prior experience in tax equity preferred