Tax Equity Investment Banking Associate or Vice President
Job Title: Tax Equity Investment Banking Associate or Vice President
Location: Chicago, New York, San Francisco, Houston, or Remote
About the role: The tax credit advisory group at Marathon Capital is hiring an experienced Associate or 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 wind, solar, energy storage, carbon capture, and green hydrogen tax credit advisory mandate origination and execution, including building financial models, authoring offering materials, conducting industry research and conducting marketing processes
- Support all types of Marathon Capital investment banking mandates regarding financial modeling and structuring of tax credit monetization strategies
- Support internal technical training initiatives
- Build sector expertise in renewable and conventional power generation, power and utilities, energy technology and infrastructure
- Pursue business development initiatives to further enhance the firm’s competitive position
- Bachelor’s degree required; finance or accounting degree preferred
- Required work experience:
- Background in renewable energy, including 2+ years of experience structuring, modeling, and/or executing tax equity financing or tax credit transfer transactions
- Candidates are required to demonstrate:
- 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
About Marathon: Over its more than two-decade history, Marathon Capital has emerged as a world leading independent advisory bank serving the global sustainable energy, technology and infrastructure markets. Marathon Capital is known as a key thought leader in global energy transition and is consistently viewed as the most innovative bank across clean energy. Marathon Capital is a leading Clean Energy advisor and has been a multi-year winner of M&A Advisor of the Year by Power, Finance & Risk Magazine. Since inception, Marathon Capital has been engaged by its clients and institutional counterparties across all clean energy sectors. The Firm has strong, established relationships with both strategic and financial institutional investors located globally. Marathon Capital is headquartered in Chicago, IL, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary with presence in São Paulo, Madrid, and Seoul.
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.