Primary Responsibilities

• Serve as mentor to others on the team, including the preparation and facilitation of trainings.

• Lead and explore efforts with new product development to help drive the growth of our platform.

• Lead the closing of tax equity investments by investors; this includes traditional tax equity syndications as well as transfer transactions.

• Engage and manage third party professionals including attorneys, accountants and consultants.

• Review complex legal documents pertaining to structured credit arrangements and investments; work with counsel and business partners to negotiate with investors and manage risks on behalf of USBIF.

• Prepare, review, analyze and negotiate financial models and address investor questions and requests.

• Prepare and provide diligence materials requested by investors, counsel and/or consultants in furtherance of investor’s internal and external approval processes; reviews, analyzes and responds to questions or requests regarding the investment structure, underlying projects and/or USBIF.

• Prepare, submit and obtain internal investment approvals.

• Successfully transition closed investments to Syndication Fund Managers for ongoing management and investor relations.

• Coordinate with internal and external USBIF departments to facilitate underwriting and closing of project-level loans and investments.

• Close transactions in accordance with bank policies while managing customer expectations and timelines.

• Participate in special projects, including the development and revision of internal policies and procedures.

• Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti‐Money Laundering, Bank Secrecy Act, and information security policies and procedures. Follow account opening procedures and internal suspicious activity referral requirements and processes.

Basic Qualifications

• Bachelor's degree and eight or more years of experience or MBA/JD with five or more years of directly related experience

Preferred Skills/Experience

• Experience within the Renewable Energy industry.

• Understanding of tax credit investment programs and structures, along with knowledge of regulatory and company risk policies.

• Knowledge of or experience with financial modeling techniques and/or legal document negotiation.

• Ability to drive components of projects.

• Knowledge of construction finance and legal documentation.

• Ability to review and synthesize a large quantity of deal related documentation and materials, including third party reports, loan/investment documents, and other legal documents. Able to identify key issues and concerns, manage review timelines, and problem solve using creativity and innovation.

• Excellent time management skills with the ability to effectively manage client timelines and needs. Ability to identify obstacles and manage expectations, both internally and externally.

• Effective listener and advanced communication skills, both oral and written. 

• Highly motivated self-starter who has a good attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability.

• Ability to work independently as well as collaboratively in a team environment.

• Demonstrated interest in promoting diversity in the workplace and a commitment to maximizing equitable access to the benefits of tax credit investments.

Tag: INDMO

*This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.