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Principal, Investment Management
Location
United States
Posted
16 days ago
Salary
Not specified
No structured requirement data.
Job Description
Job Requirements
- Bachelor’s degree in Finance, Economics, Engineering, or related field; advanced degrees (MBA, JD) are a plus.
- 6–8+ years of experience in renewable energy, structured finance, or infrastructure investing, with direct tax equity transaction leadership.
- Demonstrated experience negotiating complex transaction documents including partnership flips, T-flips, preferred equity, and sale-leaseback structures.
- Strong financial modeling and analytical skills, with the ability to review and validate partnership and investment models.
- Deep knowledge of IRS requirements, safe harbor rules, allocation methodologies, and recapture provisions.
- Exceptional communication, negotiation, and relationship management skills.
- Ability to manage multiple transactions simultaneously in a fast-paced, high-growth environment.
- FINRA SIE, Series 79, and 63 required or willingness to obtain under broker-dealer sponsorship.
- Proficiency or interest in leveraging technology and AI to enhance investment execution and portfolio management.
Benefits
- Competitive total cash compensation: $200,000–$300,000, with opportunity to exceed bonus targets.
- Equity participation through stock options in a high-growth company.
- Remote-first work model with optional office spaces and co-working opportunities across the US.
- Comprehensive healthcare, dental, and vision coverage for employees and subsidized coverage for dependents.
- Paid time off: 20 days per year, plus 10 company holidays.
- Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
- 401(k) retirement support and other financial wellbeing programs.
- High-growth culture with mentorship, professional development, and regular team offsites.
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