Job Overview – Tax Equity Investment Associate
Compensation: $150,000 – $175,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Tax Equity Investment Associate in Boston, MA for our client, supporting investment analysis, transaction execution, and portfolio management across tax-advantaged investment strategies. This role partners with senior investment professionals to evaluate opportunities, structure transactions, and manage investments throughout their lifecycle while collaborating with cross-functional stakeholders. The ideal candidate has experience in tax equity investing, renewable energy finance, project finance, or real estate investment and thrives in a fast-paced institutional investment environment.
Responsibilities as the Tax Equity Investment Associate:
- Investment Analysis: Evaluate investment opportunities through financial modeling, due diligence, risk analysis, and investment memorandum preparation.
- Transaction Execution: Support the structuring, negotiation, documentation, and closing of investment transactions while coordinating with internal and external stakeholders.
- Portfolio Management: Monitor portfolio performance, maintain investment relationships, and oversee investments throughout their lifecycle.
- Market Research: Analyze industry trends, market conditions, and investment opportunities to support portfolio growth and investment strategy.
- Cross-Functional Collaboration: Partner with finance, legal, tax, accounting, risk, and investment teams to facilitate transaction execution and ongoing portfolio management.
- Process Improvement: Contribute to investment reporting, workflow enhancements, and analytical processes while leveraging technology to improve efficiency.
Qualifications for the Tax Equity Investment Associate:
- Education: Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field is required.
- Experience: 4–7 years of experience in investment management, project finance, infrastructure investing, renewable energy finance, private markets, or a related investment role is required.
- Industry Knowledge: Experience with tax equity investing, tax credit transactions, renewable energy, infrastructure, real assets, or alternative investments is required.
- Technical Skills: Advanced proficiency with Microsoft Excel, PowerPoint, financial modeling, and investment analysis is required. Experience leveraging AI tools to enhance analytical workflows is preferred.
- Skills & Attributes: Strong analytical, communication, transaction management, and problem-solving skills with the ability to manage multiple priorities, collaborate across teams, and support complex investment transactions are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.