Senior Associate or VP, Capital Markets and Investor Relations – Clean Ener at Advantage Capital

New Orleans, Louisiana, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jan, 26

Salary

0.0

Posted On

22 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investor Relations, Capital Markets, Tax Credits, Tax Equity Partnerships, Financial Modeling, Transaction Execution, Analytical Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office, Relationship Management, Negotiation, Reporting, Market Insights, Clean Energy

Industry

Financial Services

Description

Description Description This role is ideal for an experienced tax CPA seeking to leverage technical expertise in a fast-paced, deal-oriented capital markets environment. You’ll 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 lifecycle—from 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. Bachelor’s 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

Responsibilities

Develop and maintain institutional investor relationships while leading investor coordination throughout the transaction lifecycle. Collaborate with internal teams and external legal counsel to structure and execute transactions involving complex tax credit and clean energy investments.