Director/VP, Tax Equity Capital

The role

The Director / VP will lead capital markets activities including the origination, structuring, and execution of tax equity and other tax-efficient financing vehicles. This role involves managing relationships with tax equity investors and banks while overseeing financial modeling to support capital transactions.

What you will do

• Lead the origination, structuring, negotiation, and execution of tax equity, transactions and other tax-efficient financing vehicles with external stakeholders
• Develop and nurture relationships with tax equity investors and identify new sources of tax equity capital
• Oversee the development and execution of Excel financial models to support tax equity transactions and other capital funding activities
• Execute tax equity and financing transactions from initial investor engagement through negotiations, document review, due diligence, and closing
• Oversee reporting associated with Palmetto Finance to key financial stakeholders
• Collaborate with Corporate Finance, Treasury, Asset Management, and Accounting
• Develop and nurture strong relationships with key banks and external partners
• Contribute to broader capital markets activities based on experience and business needs
• Develop junior capital markets team members

Required qualifications

• Bachelor’s degree in Finance, Economics, or related field
• 6+ years of experience in banking or capital markets
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
• Deep experience in financial modeling and negotiating and structuring complex deals
• Demonstrated experience originating, structuring, and executing tax equity transactions
• Strong relationships with tax equity investors and a demonstrated ability to originate new sources of capital
• Proven track record of working on complex financial transactions, collaborating closely with internal teams
• Highly motivated and able to thrive in a fast-paced customer-centric environment
• Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
• Strong interpersonal and communication skills
• Experience presenting and influencing decision making at the senior leadership level

Nice to have

• master’s or MBA
• renewable energy and tax equity experience strongly preferred
• Experience with debt structuring and/or tax credit origination and placement is preferred

Benefits

• unlimited PTO
• medical, dental, and vision coverage
• paid parental leave
• retirement plans

Before you apply

• Employment is contingent upon the successful completion of a background check

About the company

Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. The company serves hundreds of thousands of homeowners across 30+ states.