Origination/Client Manager

DESCRIPTION:

Duties: Perform cash flow modeling of tax equity transaction investment structures including forecasts of power generation, revenue, expenses, depreciation, tax credits, and partnership tax bases to analyze investment opportunities. Model and structure investments utilizing Excel spreadsheets. Perform detailed and robust analysis on each transaction in terms of investment returns, before and after tax, and from both the investors’ and the clients’ perspectives. Communicate model assumptions and economic results to internal management and external client counterparts, including context regarding statistical probabilities. Participate in transaction diligence by validating model inputs against project contracts, power market forecasts, Internal Revenue Codes and consultant reports, as well as confirming definitive financing documents align with transaction models. Assist in the drafting and presentation of external client proposals and internal credit approval requests. Review, validate, and comment on tax equity partnership tax returns, process updates for actual performance to tax equity transaction tracking models, and report on key revenue and accounting drivers.

QUALIFICATIONS:

Minimum education and experience required: Bachelor’s degree in Accounting, Finance, Business Administration, or related field of study plus 3 years of experience in the job offered  or as Origination/Client Manager, Financial Analyst, Tax Analyst, Energy Portfolio Analyst, Credit Analyst, Financial Planning & Analysis Analyst or related occupation.

Skills Required: Requires experience in the following: Microsoft Excel including cash flow modeling, asset valuations, operational and market stress scenarios, and tax equity partnership structuring; Microsoft Word, Excel, and PowerPoint, including internal and external presentation decks, credit approval memos, and economic pricing summaries; researching renewable energy markets at federal level and different states; credit analysis of various key participant transaction counterparties such as transaction sponsors and guarantors, revenue contract counterparties, and equipment suppliers; transaction document review of renewable energy deals including with partnership and principal financing documents, offtake contracts, inter- creditor agreements, lease agreement, construction contract, equipment supply, operations and maintenance, administrative services, energy management, interconnection, shared facilities, and tax abatement agreements; advanced corporate finance modeling for financial transactions including M&A, Divestiture, IPO, and FP&A; dataset analysis and visualization through Excel models with at least 30 sheets; VBA; SQL; PowerBI; Python; Bloomberg Terminal; Capital IQ; accounting and taxation, depreciation elections and related calculations, cost segregation and asset class analysis, partnership allocations, partnership capital accounts, and book and tax basis calculations; researching current tax law and translating the results into the financial model; providing statistical analysis of downside operational stress of production, revenue, expense, and loss events; reviewing federal and state tax returns and schedule K-1.

Job Location: 10 South Dearborn Street, Chicago, IL 60603.  Telecommuting permitted up to 20% of the week.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation,