• Lead transaction execution for tax equity and preferred equity investments, including negotiations with sponsors, investors, and external advisors. • Prepare and present investment opportunities to Investment Committee, highlighting economics, structural terms, risks, and mitigants. • Oversee and review financial models developed by team members; provide guidance on assumptions, sensitivities, and risk cases. • Collaborate with Legal, Tax, and Risk teams to resolve key issues and ensure compliance with IRS rules, safe harbor tests, and recapture protections. • Adept at managing client relationships on both sides of the market — developers/sponsors and investors — ensuring clear communication and smooth execution. • Support business development by identifying opportunities to scale programmatic relationships with high-quality sponsors and investors. • Mentor and guide junior team members, providing training on modeling, execution, and best practices. • Use technology and AI-enabled tools to streamline diligence, negotiations, and investment committee preparation.