JPMorgan Tax Oriented Investments - Energy & Asset Management Analyst 

United States, Illinois, Chicago 

926616096

As a TOI Analyst you will be working in a functional area responsible for all aspects of monitoring, maintaining and reporting on a portfolio of “tax equity” investments in alternative energy projects, including wind, solar, geothermal and other energy technologies.

Job Responsibilities:

• Take a lead role in managing and enhancing performance data collection systems to increase efficiency and ensure accuracy; including tracking and electronically filing periodic operating reports and other documents received from clients.
• Develop and prepare reports for use within Asset Management as well as support asset managers in the preparation of portfolio performance presentations for Senior Management and other TOI groups.
• Track, maintain, and keep updated various Excel spreadsheets associated with outstanding issues or risk controls.
• As needed, contact outside clients to follow up on missing reports or to investigate inconsistencies in the reporting.
• Become conversant in the intricacies of the transaction investment structures and the associated cash flow spreadsheet models.
• Provide support and analysis related to asset workouts and dispositions.
• Support planning and tracking of asset inspection visits.
• Work with engineering, accounting, and information technology personnel in designing and maintaining the database for tracking transaction performance.
• Work closely with asset managers to identify issues within the portfolio and provide “lessons learned” feedback to the TOI Energy origination group and Risk officers.
• Support asset managers to monitor and analyze monthly operating reports and annual budgets and recommend follow up with project sponsors or internal/external consultants as needed.

Required qualifications, capabilities, and skills:

• Bachelor’s or Associate’s degree; accounting or finance major preferred.
• Relevant work experience in project finance, asset management or lending credit analysis a plus.
• Established computer skills – including proficiency in Microsoft Office (Outlook, Excel, Word, and PowerPoint). Familiarity with Alteryx, Tableau or Python a plus.
• Strong written and verbal communications skills.
• Strong analytical finance skills.
• Good judgment and business acumen.
• Excellent time management and multi-tasking skills.
• Eagerness to learn and contribute in a dynamic team environment.