Tax Credit Advisory Investment Banking Vice President
United States
Full Time
Mid Level
Job Title: Tax Credit Advisory Investment Banking Vice President
Location: Chicago, New York, San Francisco, Houston, or Remote
About the role: The Tax Credit Advisory group at Marathon Capital is hiring a Vice President. The candidate will be a core member of the group and will have a wide array of analytical, financial modeling and materials preparation responsibilities in support of the pitching and execution of tax credit related investment banking mandates. This position represents a unique opportunity to join a successful growing platform and get experience across all technologies within the energy transition sector that are incentivized by tax credits.
Key Responsibilities:
Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year – North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid and Seoul. www.marathoncapital.com
Equal Employment Opportunity
Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns.
Location: Chicago, New York, San Francisco, Houston, or Remote
About the role: The Tax Credit Advisory group at Marathon Capital is hiring a Vice President. The candidate will be a core member of the group and will have a wide array of analytical, financial modeling and materials preparation responsibilities in support of the pitching and execution of tax credit related investment banking mandates. This position represents a unique opportunity to join a successful growing platform and get experience across all technologies within the energy transition sector that are incentivized by tax credits.
Key Responsibilities:
- Lead the day-to-day aspects of solar, energy storage, carbon capture, wind, and other tax credit advisory mandate origination and execution, including building financial models, authoring offering materials, preparing pitches, conducting industry research and conducting marketing processes
- Support all types of Marathon Capital investment banking mandates on financial modeling and tax credit monetization structures
- Support internal technical training initiatives
- Build sector expertise in renewable and conventional power generation, power and utilities, energy technology and infrastructure
- Drive business development initiatives to further enhance the firm’s competitive position
- Bachelor’s degree required; finance or accounting degree preferred
- Background in renewable energy, including 4+ years of experience structuring, modeling, and/or executing tax equity financing, tax credit transfer, or project finance transactions
- Confident in financial modeling skills, including ability to model U.S. partnership tax concepts and advanced Microsoft Excel skills
- Knowledge of or interest in energy transition, including renewable power generation, energy storage, power and utilities, carbon capture, and energy infrastructure sectors
Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year – North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid and Seoul. www.marathoncapital.com
Equal Employment Opportunity
Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns.
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