Senior Associate or VP, Capital Markets and Investor Relations – Clean Energy (CPA Big Four Focus)
Share
Job Location:
New Orleans, LA - USA
Monthly Salary:
Not Disclosed
Posted on:
23-10-2025
Vacancies:
1 Vacancy
Job Summary
Description
This role is ideal for an experienced tax CPA seeking to leverage technical expertise in a fast-paced deal-oriented capital markets environment. Youll apply your accounting and tax knowledge to support investor relations and raise capital by structuring executing and reporting on complex renewable energy transactions involving transferable tax credits tax equity partnerships and hybrid structures. The position is based in New Orleans initially with Remote/Hybrid eligibility available after two years.
The Capital Markets team raises money from institutional investors to support all tax credit verticals of the firm federal and state new markets federal and state affordable housing clean energy rural jobs and other small business focused state programs. As a Senior Associate or VP on the Capital Markets team you will support the following investor relations and fundraising functions for the clean energy team:
Key Responsibilities
- Develop and maintain institutional investor relationships including preparing materials for and participating in meetings and outreach.
- Serve as a primary point of contact for investors ensuring timely communication and proactive management of requests and inquiries.
- Lead investor coordination throughout the full transaction lifecyclefrom initial diligence to execution and ongoing reporting.
- Collaborate with internal teams and external legal counsel to structure negotiate and execute transactions involving complex tax credit and clean energy investments.
- Partner with asset management to support investor reporting and ensure timely accurate delivery of all communications.
- Review and refine investor materials prior to distribution including transaction proposals reporting updates and summaries.
- Maintain CRM records to track investor interactions pipeline opportunities and transaction progress.
- Provide market insights on clean energy trends tax policy developments pricing dynamics and investor appetite.
Qualifications
- Active CPA license strongly preferred.
- Bachelors degree in finance accounting business economics or related field.
- Minimum 5 years of relevant experience in affordable housing or clean energy syndication or investment banking experience in project finance structured finance or capital markets.
- Understanding of financial modeling transaction execution and investor partnership dynamics.
- Proven ability to analyze complex financial and legal materials and close transactions efficiently.
- Strong analytical organizational and communication skills with meticulous attention to detail.
- Proficiency in Microsoft Office (Excel PowerPoint Word); advanced modeling experience preferred.
- Outgoing relationship-driven mindset and the ability to engage credibly with senior investors and internal stakeholders.
About Advantage Capital
Founded in 1992 Advantage Capital is a national impact investment firm providing innovative financing solutions that drive community impact as well as financial returns. The firm has invested billions in underserved businesses affordable housing clean energy and more creating thousands of permanent quality jobs that pay above average annual American income or 1.7 times the Living Wage in their communities overwhelmingly in neighborhoods experiencing high poverty rates and low family incomes.
Advantage Capital creates strong partnerships with its portfolio companies offering not just funding but also strategic support and guidance. The firm also draws on its 30-year history to offer advisory services to other program participants seeking economic and community development outcomes.
Perks at Advantage Capital
- Competitive medical dental and vision insurance
- 401(k) with company match Employee stock program
- Training & development opportunities
- Paid personal & vacation time
- Paid parental leave
- Firm-wide retreats
- Service awards
- Company swag
- Holiday parties
- Gym membership
- Employee assistance program
- Community service opportunities
- Life insurance disability and long-term care
- HRA and HSA with annual company deposit
#LI- REMOTE
#LI-ONSITE
Required Experience:
Exec
Key Skills
- Sales Experience
- Marketing
- Public Relations
- Pricing
- Sales Pipeline
- Outside Sales
- Strategic Planning
- Social Media Management
- Sales Management
- Enterprise Sales
- Public Speaking
- negotiation
About Company
Advantage Capital brings capital and quality jobs to underserved areas, while producing competitive returns for our investors. Growing small businesses. Financing affordable housing. Expanding renewable energy solutions.
