Senior Underwriter, Energy Transactions

$86,660 - $187,790/Yr

Baker Tilly - Austin, TX

Full-time - Mid Level

Austin, TX

10,001+ employees

About the position

The Senior Underwriter position within Baker Tilly Capital, LLC's Development Community Advisory - Capital Formation (DCA) team offers a great opportunity to be part of a growing team within our FINRA Broker-Dealer and be a valued business advisor delivering industry-focused financial services to energy and infrastructure clients. Baker Tilly Capital is a Boutique Investment Bank that specializes in Tax Credits, Mergers & Acquisitions, capital sourcing, project finance, and corporate advisory. Baker Tilly has financed over 1,000 tax credit transactions and over $20 Billion in tax credits (e.g. 45Q, New Markets Tax Credit, Affordable Housing, Historic Tax Credits and Opportunity Zones). We have closed transactions with nearly all of the top 20 largest U.S. banks, along with many regional and community banks, and numerous Fortune 500 corporations. We are looking to leverage this experience and investor base in clean energy. The Energy Team, focused on the Inflation Reduction Act, is currently forty-five strong. As companies and their employees navigate the tremendous energy transition underway from traditional energy toward clean energy and decarbonization, you will help them develop and finance key energy infrastructure projects. You will work side-by-side with practice area leadership to serve clients who are developing and financing the energy infrastructure of the future, while playing a direct role in building the business within Baker Tilly and having direct firm's success. As one of the fastest growing financial services firms in the nation, with 61 offices across the country, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about you and your development.

Responsibilities

• Immerse in the field of Energy, learning about the companies, technologies, and systems that deliver energy resources.
• Customize detailed financial models for deal specific structuring elements and circumstances, incorporating multiple tax credit programs, government incentives, and non-traditional financing programs.
• Assist in securing financing and equity sources for transactions, and negotiating financing agreements from these sources.
• Assist with acquisition, preservation, disposition and recapitalization strategies for owners of energy asset portfolios.
• Assist with various aspects of transactions involving federal tax including preparing the relevant application materials and structuring monetization of the credits to help clients maximize value.
• Provide support in developing presentations, responding to requests for proposals, pitch books, and creating proposals for the team.
• Research industry topics and technical issues, compile data, and present findings.
• Assist in energy and infrastructure focused analysis for thought leadership pieces.

Requirements

• Bachelor's degree in finance, accounting, economics, engineering or energy-related field required; MBA is a plus.
• Experience with modeling partnership allocations (within renewable energy preferred) and/or underwriting bank debt, energy project finance, and funding sources including the Production Tax Credit and Investment Tax Credit, Renewable Energy Certificates (RECs), and the Low Carbon Fuel Standard (LCFS) required.
• Understanding of structured finance concepts, distributed energy project financials and operating performance metrics.
• Demonstrated analytical, problem solving, and project management skills.
• Strong organizational, interpersonal, and communication skills.
• A sense of urgency and a commitment to timely completion of projects.
• Attention to detail alongside a commitment to quality and confidentiality.
• Highly developed skills in Microsoft Office Suite (Word, Excel, and PowerPoint) required.
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current on the Energy industry and applicable finance strategies.
• Ability to work extended hours as needed, and the ability to travel including overnight as necessary.
• Eligibility to work in the U.S. without sponsorship.

Nice-to-haves

• Experience in clean energy financing and investment strategies.
• Familiarity with the Inflation Reduction Act and its implications for energy projects.

Benefits

• Competitive salary and performance-based bonuses.
• Flexible work arrangements and remote work options.
• Professional development opportunities and support for continuous learning.
• Health, dental, and vision insurance coverage.
• 401(k) retirement plan with company matching contributions.
• Paid time off and holidays.