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JPMorgan Tax Oriented Investments - Energy & Asset Management Analyst 
United States, Illinois, Chicago 
926616096

26.06.2024

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.