DescriptionYou will be joining a successful team that is actively investing in U.S. renewable energy projects, including wind, solar, and battery storage facilities. The Energy Investments team has invested many billions of dollars of tax equity into these renewable energy projects. JPMorgan earns robust returns from these investments, which are integral to JPMorgan Chase's environmental policy and the firm's commitment to promoting renewable energy.
This role supports several analytical elements of the Energy Investments team, primarily providing support for investment models in various stages of transactions’ life-cycle. Central tasks will include completion of model content for transition from Originations to Asset Management groups, retrofits of seasoned transaction models to address post-transition functionality upgrades, adjustments to Originations frontend User Tool models to incorporate coding changes, and synchronization of post-closing models with first-year tax returns.
Job responsibilities:
- Facilitating timely transfer of closed Energy transactions, including:
- Personally completing or supporting front office analysts in all model completion and transition tasks
- Helping support timely scheduling and completion of transfer meetings
- Supporting accuracy of deals’ e-web/TOI Master entries
- Completing model retrofits on designated seasoned deals for identified model upgrades
- Helping support Originations on post-close, pre-Transfer quarterly rebookings
- Supporting Originations, Asset Management, Principal Risk, and Middle Office in occasional Ad Hoc tasks, including, but not limited to:
- Reviewing partnership tax returns and ensuring correct model implementation
- Reviewing Sponsor Tracking models and reconciling with internal deal files
- Running risk scenarios requested by Principal Risk
- Running scenarios or prospective restructure and disposition/sale cases for Asset Management
- Building model enhancements on transferred deals and resolving rebooking functionality issues (e.g., flip or model calculation problems)
Required qualifications, capabilities, and skills:
- BA or BS degree required (preferred major in economics, finance, or accounting)
- Proactive and strong analytical and problem-solving capabilities
- Substantive economic/financial modeling experience and a strong proficiency in Microsoft Excel, including formula composition skills
- Strong communication skills (written and verbal)
- Strong and collaborative team player and ability to juggle competing tasks
Preferred qualifications, capabilities, and skills:
- Prior experience in tax equity preferred
