AVP - Tax Credit Investments, Deal Origination

About the role

The Assistant Vice President - Tax Credit Investments, Deal Origination supports the sourcing, evaluation, structuring, and execution of renewable energy tax credit transactions. Working closely with the VP and EVP of Tax Credit Investments, this role helps manage supplier-side transaction pipelines, coordinates due diligence efforts, supports sponsor and advisor relationships, and assists in driving transactions from initial evaluation through closing.

Responsibilities

• Support the sourcing, evaluation, and execution of tax credit transactions, with a primary focus on tax credit transfer transactions.
• Assist in managing relationships with renewable energy developers, sponsors, advisors, and other transaction counterparties.
• Review financial, commercial, legal, tax, and technical diligence materials related to prospective transactions.
• Coordinate internal and external diligence workstreams to lead transaction execution and closing.
• Prepare transaction documents, investment memoranda, presentations, and other materials for management and investor review.
• Lead transaction preparation, structuring, pricing analysis, financial modeling, and serve as the primary lead on deal closings with help from an assigned Associate.
• Monitor transaction pipelines, maintain reporting, and communicate status updates to internal stakeholders.
• Identify opportunities to improve transaction processes, reporting, and operational efficiency.
• Serve as the TCI leader in credit transfer transactions and keep the team and company on the forefront of the market and policy.
• Support broader Tax Credit Investment initiatives and special projects.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field preferred. An equivalent combination of education and relevant experience may be considered in lieu of a college degree.
• Four or more years of experience in renewable energy finance, project finance, tax credits, investment banking, corporate finance, or a related field.
• Direct experience in leading or supporting closing tax credit transfer transactions.
• Advanced financial modeling (including DCF) and analytical skills, persistent attention to detail.
• Effective verbal and written communication skills.
• Demonstrated ability to successfully assign and manage workflows in pursuit of achieving critical deadlines.
• Advanced MS Excel experience and proficiency with other MS Office products, including PowerPoint, Word, and CoPilot.
• Proven competency with other AI and automation software such as Monday.com and Anthropic/Claude a plus.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Self-starter with a strong sense of ownership and accountability.
• Ability to collaborate effectively with internal and external stakeholders.

Key Interfaces

• Renewable energy developers and project sponsors
• Tax credit buyers
• External advisors and transaction counterparties
• Corporate and bank investors
• Legal, accounting, tax, insurers, and technical consultants
• KeyState executive management and Tax Credit Investment team members

Benefits

• Comprehensive benefits including health, dental, vision, and retirement plan.

Pay

• Competitive base salary.
• Performance-based incentive opportunities.

Work Environment

This position may work from any of KeyState’s offices located in Las Vegas, NV; Denver, CO; or San Francisco, CA, or may potentially work remotely. Occasional business travel required.