Energy Investment Associate – Tax Oriented Investments-Chicago, IL

  • Green Job Crawler
  • Chicago, IL
  • 27 Apr, 2020

Job Description

**Tax-Oriented Investments Associate** **Description** JPMorgan’s Tax Oriented Investments (TOI) group is responsible for investing the Firm’s own capital in earning assets that are tax-advantaged in the US. Current TOI assets include affordable housing investments, alternative energy projects, and equipment leases. Since 2003 the Energy Investments team has invested or raised from other institutional investors over $20 billion in wind, solar and geothermal projects, making JPMorgan a leading player in the rapidly growing market for renewable energy tax equity. The TOI group employs over 100 professionals, is based in Chicago, and is part of the Corporate & Investment Bank. The successful candidate will work within the Middle Office Portfolio Management Group that supports the Energy and Housing product areas within TOI. The candidate will be primarily focused on the Energy product. He/She will work with a team of nine employees that are responsible for maintaining complex pricing models for each transaction, incorporating new data relative to accounting, taxes, operations, and cash flows, and analysis of the model results. **Responsibilities** : + Responsible for a portfolio of renewable energy tax credit transactions, which include model updates, analysis, and an overall understanding of the investment structure and risks + Analyze partnership financial statements, tax returns, monthly operating reports, and tracking models + Incorporate actual financial results as well as forecast changes on a quarterly basis; perform sensitivity analysis for assigned transactions and update for annual tax return filings + Work closely with TOI origination group and asset management group when analyzing investments to understand deal specific dynamics + Work directly with outside clients (sponsors) on a regular basis to solve issues related to assigned transactions + Work with TOI origination, asset management, and technology groups to implement new functionality to automate existing pricing models and systems + Provide support and analysis related to asset workouts, dispositions, and other ad hoc requests + Develop an understanding of the financial results for assigned transactions and be able to explain to management **Required Skills** + Bachelor's degree in Accounting or Finance, CPA preferred + 2 to 3 years of relevant partnership tax and accounting experience + Energy related project finance experience is a plus + Strong analytical capacity (including partnership tax and accounting knowledge) + Economic modeling experience is a plus + Strong proficiency in Microsoft excel, including moderate/advance formula composition skills (i.e., extensive “if” statements and “look-up” formulas) + Excellent time management and multi-tasking skills + Ability to interact with a variety of colleagues and clients + Strong written and verbal communications skills + Willingness to be flexible and desire to work in a team oriented environment **Required Skills** + Bachelor'sdegree in Accounting or Finance, CPA preferred + 2to 3 years of relevant partnership tax and accounting experience + Energyrelated project finance experience is a plus + Stronganalytical capacity (including partnership tax and accounting knowledge) + Economicmodeling experience is a plus + Strongproficiency in Microsoft excel, including moderate/advance formulacomposition skills (i.e., extensive “if” statements and “look-up”formulas) + Excellenttime management and multi-tasking skills + Abilityto interact with a variety of colleagues and clients + Strongwritten and verbal communications skills + Willingnessto be flexible and desire to work in a team oriented environment JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.